Montana Board of Investments Overview

  • Type
  • Public Pension Fund

  • Year Founded
  • 1972

Year Founded

  • Professionals
  • 16


  • AUM
  • 000.0

  • Commitments
  • 367

Montana Board of Investments General Information


Montana Board of Investments 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
Commitment Size
Open To Secondaries
Open To First Time Founds
Institution Type
Public Pension Fund
Primary Contact
000000 0000000
Director of Private Investments
+0 (000) 000-0000
Corporate Office
  • 2401 Colonial Drive, 3rd Floor
  • Helena, MT 59620-0126
  • United States
+1 (406) 000-0000

Montana Board of Investments Commitments (367)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
000 0 EQT Stockholm, Sweden 2024 000.00 0000-00-00 0000
000000 0000000 00000000 Apiary Capital London, United Kingdom 2023 00000 0000-00-00 0000
000 000000 & 000000 000 DRA Advisors New York, NY 2023 00.000 0000-00-00 0000
0000000 000000 00000000 Angeles Equity Partners Santa Monica, CA 2023 00000 0000-00-00
00000 0000000 000000 00 Audax Private Equity Boston, MA 2023 00.000 0000-00-00 0000
You’re viewing 5 of 367 commitments. Get the full list »

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Montana Board of Investments Commitment Analytics

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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

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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 (32)

Name Title Office
Jon Putnam Chief Investment Officer Helena, MT
Peggy MacEwen Deputy Director Helena, MT
John Romasko Director of Fixed Income Helena, MT
Thomas Winkler Director of Private Investments Helena, MT
Jason Brent Director of Public Market Investments Helena, MT
You’re viewing 5 of 32 team members. Get the full list »

Montana Board of Investments Board Members (14)

Name Representing Role Since
Daniel Trost Montana Board of Investments Board Member & Member of the Audit and Human Resource Committee 000 0000
Jack Prothero Montana Board of Investments Chairman of the Board 000 0000
Maggie Peterson Montana Board of Investments Board Member, Chair of the Human Resource Committee & Member of the Audit Committee 000 0000
Porter Bennett Montana Board of Investments Board Member & Member of the Audit and Loan Committee 000 0000
Tim Kober Ph.D Montana Board of Investments Board Member & Member of the Human Resource and Loan Committee 000 0000
You’re viewing 5 of 14 board members. Get the full list »

Montana Board of Investments FAQs

  • When was Montana Board of Investments founded?

    Montana Board of Investments was founded in 1972.

  • Where is Montana Board of Investments headquartered?

    Montana Board of Investments is headquartered in Helena, MT.

  • How many Assets Under Management (AUM) does Montana Board of Investments have?

    Montana Board of Investments has 000.00 in assets under management.

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