I.A.T.S.E. Local No. 33 Pension Trust Fund Overview

  • Type
  • Union Pension Fund

  • Year Founded
  • 1965

Year Founded

  • Professionals
  • 4

Professionals

  • AUM

  • Commitments
  • 18

I.A.T.S.E. Local No. 33 Pension Trust Fund General Information

Description

I.A.T.S.E. Local No. 33 Pension Trust Fund is a multi-employer defined benefit union pension fund based in Los Angeles, California. Established in1965, the fund is a welfare benefit plan which provides medical, prescription, vision, dental, and dismemberment benefits to the eligible participants under the collective bargaining agreement of I.A.T.S.E. Local Union 33. The assets of the fund are managed by the executive management team.

Contact Information

Year Founded
1965
Commitment Size
Open To Secondaries
Open To First Time Funds
Institution Type
Union Pension Fund
Primary Contact
Title
Financial Secretary & Treasurer, I.A.T.S.E. Local No. 33
Phone
Corporate Office
  • 1200 Wilshire Boulevard 5th Floor
  • Los Angeles, CA 90017
  • United States
+1 (213)

I.A.T.S.E. Local No. 33 Pension Trust Fund Commitments (18)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
AEW Capital Management Boston, MA 2020
Aberdeen Asset Management Aberdeen, United Kingdom 2020
Constitution Capital Partners Andover, MA 2018
Equus Capital Partners Newtown Square, PA 2015
Portfolio Advisors Darien, CT 2013
You’re viewing 5 of 18 commitments. Get the full list »

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I.A.T.S.E. Local No. 33 Pension Trust Fund 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

I.A.T.S.E. Local No. 33 Pension Trust Fund 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:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

I.A.T.S.E. Local No. 33 Pension Trust Fund Team (14)

Name Title Office
Kyle Beebe President, I.A.T.S.E. Local No. 33 Los Angeles, CA
Abraham Montes Financial Secretary & Treasurer, I.A.T.S.E. Local No. 33 Los Angeles, CA
You’re viewing 2 of 14 team members. Get the full list »

I.A.T.S.E. Local No. 33 Pension Trust Fund Board Members (10)

Name Representing Role Since
Billy Morner Self Chairman of the Board of Directors, I.A.T.S.E. Local No. 33
Jack Stephens Jr. Self Board Member, I.A.T.S.E. Local No. 33
Mary Romero Self Board Member, I.A.T.S.E. Local No. 33
Matt Guzman Self Board Member, I.A.T.S.E. Local No. 33
Michael Sheppard Self Board Member, I.A.T.S.E. Local No. 33
You’re viewing 5 of 10 board members. Get the full list »

I.A.T.S.E. Local No. 33 Pension Trust Fund FAQs

  • When was I.A.T.S.E. Local No. 33 Pension Trust Fund founded?

    I.A.T.S.E. Local No. 33 Pension Trust Fund was founded in 1965.

  • Where is I.A.T.S.E. Local No. 33 Pension Trust Fund headquartered?

    I.A.T.S.E. Local No. 33 Pension Trust Fund is headquartered in Los Angeles, CA.

  • How many Assets Under Management (AUM) does I.A.T.S.E. Local No. 33 Pension Trust Fund have?

    I.A.T.S.E. Local No. 33 Pension Trust Fund has in assets under management.

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