Rutan & Tucker Profit Sharing Plan Overview
- Type
- Corporate Pension
- Founded
- 1988

- Professionals
- 2

- AUM
- 00000
- Commitments
- 3
Rutan & Tucker Profit Sharing Plan General Information
Description
Rutan & Tucker Profit Sharing Plan is a defined contribution single-employer corporate pension based in Costa Mesa, California. Established in 1988, the plan provides retirement and pension benefits to eligible employees of Rutan & Tucker. City National Bank acted as the trustee of the plan. The assets are managed by the executive management team.
Contact Information
- 611 Anton Boulevard
- Suite 1400
- Costa Mesa, CA 92626
- United States
Rutan & Tucker Profit Sharing Plan Commitments (3)
Fund Name | Fund Manager | Fund Location | Vintage | Fund Size | Commitment Date | Commitment |
---|---|---|---|---|---|---|
0. 0000 00000 000000 00 | T. Rowe Price | Baltimore, MD | 2014 | 0000-00-00 | ||
000000 00000000 0000000 | Energy Spectrum Capital | Dallas, TX | 1996 | 00000 | 0000-00-00 | |
00000 000 00000 0000 | Pacific Investment Management Company | Newport Beach, CA | null | 000.00 |
Rutan & Tucker Profit Sharing Plan Commitment Analytics
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Rutan & Tucker Profit Sharing Plan 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:

Rutan & Tucker Profit Sharing Plan Team (2)
Name | Title | Office |
---|---|---|
Karen Bewley | Director, Finance | Costa Mesa, CA |
Tony Malkani | Plan Administrator & Executive Director | Costa Mesa, CA |