Montana Board of Investments Overview

  • Type
  • Public Pension Fund

  • Founded
  • 1972

Founded
  • Professionals
  • 12

Professionals
  • AUM
  • 000.0

  • Commitments
  • 338

Montana Board of Investments General Information

Description

Montana Board of Investments (Montana BOI) is a public pension fund based in Helena, Montana. Established in 1972, the pension fund administers a variety of financial assistance and investment programs. Programs include the in-state loan program to help finance new or expanding businesses, the INTERCAP program that provides loans to local governments, the Short Term Investment Pool (STIP) that allows state agencies and local governments short term investment opportunities, and the Unified Investment Program that invests and manages all state investment funds including state pension funds. The assets of the pension fund are managed by the executive management team.

Contact Information

Year Founded
1972
Commitment Size
0000000000
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Public Pension Fund
Primary Contact
000 000000
Title
Chief Investment Officer
Email
000000000@000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 2401 Colonial Drive, 3rd Floor
  • Post Office Box 200126
  • Helena, MT 59620
  • United States
+1 (406) 000-0000

Montana Board of Investments Commitments (338)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
00000000 00000000 00000 Sterling Organization West Palm Beach, FL 2022 00000 0000-00-00 0000
0000000000000 000000000 0000000000000 New York, NY 2022 00000 0000-00-00
0000000000 0000000 0 0000000000 00000 Palo Alto, CA 2022 00000 0000-00-00 0000
000000000000 00000000 0 000000000000 000 New York, NY 2021 00.00 0000-00-00 0000
0000000000 000000000 00 0000000000 00000 Los Angeles, CA 2021 00000 0000-00-00
You’re viewing 5 of 338 commitments. Get the full list »

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Montana Board of Investments Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Montana Board of Investments Mandates (10)

Fund Type Mandate Amount Announced Date Timeframe
Buyout 00-000-0000 01-Jan-2019 to 31-Dec-2019
000000 00-000-0000 01-Jan-2018 to 31-Dec-2018
0000 000000 - 0000000 0000 00-000-0000 19-Aug-2014 to 19-Aug-2014
0000 000000 - 0000000 0000 00-000-0000 21-May-2014 to 21-May-2014
0000 000000 - 0000000 0000 00-000-0000 21-Feb-2014 to 21-Feb-2014
You’re viewing 5 of 10 mandates. Get the full list »

Montana Board of Investments Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Montana Board of Investments Team (31)

Name Title Office
Jon Putnam Chief Investment Officer Helena, MT
Peggy MacEwen Deputy Director Helena, MT
John Romasko Director of Fixed Income Helena, MT
Michael Nguyen Director of Private Equity Helena, MT
Ethan Hurley Director of Real Estate/Natural Resources Helena, MT
You’re viewing 5 of 31 team members. Get the full list »

Montana Board of Investments Board Members (10)

Name Representing Role Since
Jack Prothero Montana Board of Investments Board Member 000 0000
Jon Satre Montana Board of Investments Board Member 000 0000
Karl Englund JD Montana Board of Investments Chairman of the Board 000 0000
Teresa Cohea Montana Board of Investments Board Member 000 0000
You’re viewing 4 of 10 board members. Get the full list »