SURS Logo

Investment Managers and Contractors

Printer-friendly versionPDF version
Updated: August 16, 2016

Investment Managers Fee Disclosure


U.S. Equity Managers

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

CastleArk Management, LLC
Mr. Richard Drake
1 North Wacker Drive, Suite 3950
Chicago, IL 60606

Channing Capital Management, LLC
Mr. Rodney Herenton
10 South LaSalle, Suite 2401
Chicago, IL 60603

EARNEST Partners
Patmon Malcom, CFA
1180 Peachtree Street, Suite 2300
Atlanta, GA 30309

Gladius Capital Management LP
Mr. Eric Magac, CFA
77 West Wacker Drive, Suite 3220
Chicago, IL 60601

Holland Capital Management, LP
Ms. Monica Walker
303 West Madison Street, Suite 700
Chicago, IL 60606

Lombardia Capital Partners, LLC
Ms. Nora Harris
30 North LaSalle Street, Ste 4030
Suite 200
Chicago, IL 60602

Mesirow Financial Equity Management
Mr. Eric Welt
55 West Monroe Street, Suite 2550
Chicago, IL 60603

Northern Trust Asset Management (Index Fund)
Ms. Chelsea Smith
50 South LaSalle Street, B-8
Chicago, IL 60675

Piedmont Investment Advisors
Ms. Clarissa Parker
300 West Morgan Street, Suite 1200
Durham, NC 27701

PIMCO
Mr. Michael Chandra
840 Newport Center Drive, Suite 100
PO Box 6430
Newport Beach, CA 92658-6430

RhumbLine Advisers Corporation (Index Fund)
Ms. Denise D´Entremont
265 Franklin Street, 21st Floor
Boston, MA 02110

T. Rowe Price
Mr. Marlon W. Brown
100 East Pratt Street
Baltimore, MD 21202


Non-U.S. Equity Managers

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

Ativo Capital
Mr. Michael Brooks
120 N. LaSalle Street, Suite 2150
Chicago, IL 60602

BlackRock - formerly Barclays Global Investors (Index Funds)
Ms. Andrea Picard
55 East 52nd Street
New York, NY 10055

Fidelity Institutional Asset Management
Ms. Sue Curran
900 Salem Street, OT 3N1
Smithfield, RI 02917

Globeflex Capital, L.P.
Mr. Noah D. Bretz
4365 Executive Drive, Suite 720
San Diego, CA 92121

Progress Investment Management
Ms. Mona Williams
33 New Montgomery Street, Suite 1900
San Francisco, CA 94015

Strategic Global Advisors
Ms. Cynthia Tusan, CFA
100 Bayview Circle, Suite 650
Newport Beach, CA 92660


Fixed Income Managers

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

BlueBay Asset Management LLP (Emerging Market Debt)
Mr. Tom Martin
77 Grosvenor Street
London, UK W1K 3JR

Colchester Global Investors (Emerging Market Debt)
Ms. Lily Leong
885 Third Avenue, 24th Floor
New York, NY 10022

Garcia Hamilton & Associates
Mr. Gilbert Garcia
1401 McKinney Street, Suite 1600
Houston, TX 77010

LM Capital Group
Ms. Denise Madruga
750 B Street, Suite 3010
San Diego, CA 92101

Longfellow Investment Management Company
Ms. Barbara McKenna
20 Winthrop Square
Boston, MA 02110

Metropolitan West Asset Management
Mr. Pat Moore
865 South Figueroa Street
Los Angeles, CA 90017

Neuberger Berman Fixed Income LLC
Mr. Julian Bostic
190 S. LaSalle Street
24th Floor
Chicago, IL 60603

New Century Advisors, LLC
Ms. Ellen Safir
2 Wisconsin Circle, Suite 940
Chevy Chase, MD 20815

PIMCO
Mr. Michael Chandra
840 Newport Center Drive, Suite 100
PO Box 6430
Newport Beach, CA 92658-6430

Progress Investment Management
Ms. Mona Williams
33 New Montgomery Street, Suite 1900
San Francisco, CA 94015

Prudential Fixed Income
Rupal Shah
100 Mulberry Street
Two Gateway Center, 3rd Floor,
Newark, NJ 07102-5096

Pugh Capital Management, Inc.
Ms. Mary E. Pugh
520 Pike Tower
520 Pike Street, Suite 2900
Seattle, WA 98101

Smith, Graham & Co. Investment Advisors, LP
Ms. Lynda Dibari
6900 JPMorgan Chase Tower
600 Travis Street
Houston, TX 77002

State Street Global Advisors
Ms. Mary Guy
One Lincoln Street
33rd Floor
Boston, MA 02111


Opportunity Fund Managers

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

Alinda Capital Partners
Ms. Antonia Schwartz
100 West Putman Avenue
Greenwich, CT 06830

Macquarie
Mr. Michael Glascott
One North Wacker Drive
Chicago, IL 60606-2807


Real Estate/REIT Managers

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

BlackRock - formerly Barclays Global Investors (Index Funds)
Ms. Andrea Picard
55 East 52nd Street
New York, NY 10055

Blue Vista Capital Management, LLC
Ms. Laurie Smith
353 North Clark Street, Suite 730
Chicago, IL 60654

Brookfield Asset Management
Ms. Merope Pentogenis
Brookfield Place
250 Vesey Street, 15th Floor
New York, NY 10281-1023

Crow Holdings
Coe Juracek
3819 Maple Ave.
Dallas, TX 75219

Courtland Partners
Mr. Jay Morgan
127 Public Square, Suite 5050
Cleveland, OH 44114-1246

Dune Real Estate Partners
Ms. Julie Brenton
640 Fifth Avenue, 17th Floor
New York, NY 10019

Franklin Templeton Real Estate Advisors GP, LLC
Marc Weidner
280 Park Avenue
New York, NY 10017

Heitman
Ms. Christina Polito-Fylling
191 North Wacker Drive
Suite 2500
Chicago, IL 60606

J.P. Morgan Asset Management
Ms. Rebekah Brown
270 Park Avenue, Floor 7
New York, NY 10017

Deutsche Asset Management
Sandy Johnson
222 South Riverside Plaze
Chicago, IL 60606-5808

UBS Realty Investors, LLC
Ms. Maria Bascetta
10 State House Square, 15th Floor
Hartford, CT 06103-3604


Global Managers

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies


Mondrian Investment Partners
Ms. Laura Conlon
Two Commerce Square
2001 Market Street, Suite 3810
Philadelphia, PA 19103

T. Rowe Price Global
Mr. Marlon Brown
100 East Pratt Street
Baltimore, MD 21202

Wellington Management Co., LLP
Mr. Alexander Grant
280 Congress Street, 31st Floor
Boston, MA 02109


Private Equity Managers

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

Adams Street Partners
Mr. Miguel Gonzalo
One North Wacker Drive, Suite 2200
Chicago, IL 60606-2807

Fairview Capital Partners, Inc.
Mr. Douglas Boains
75 Isham Road
Suite 200
West Hartford, CT 06107

Muller & Monroe Asset Management, LLC
Mr. Irwin Loud, III
180 N. Stetson, Suite 1320
Chicago, IL 60601

Pantheon Ventures
Ms. Yokasta Segura-Baez
1095 Avenue of the Americas, 32nd Floor
New York, NY 10036


Overlay Manager

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

Parametric Clifton
Mr. Greg Baranivsky
3600 Minnesota Drive, Suite 325
Minneapolis, MN 55435


Consultants & Contractors

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

Bloomberg L.P.
Ms. Dana Neuman
731 Lexington Avenue
New York, NY 10022

Chapman and Cutler LLP
Mr. Van E.Holkeboer
111 West Monroe Street
Chicago, IL 60603

Deutsche Bank (Securities Lending Provider)
Ms. Amy Dunn
60 Wall Street
New York, NY 10005

Glass, Lewis & Co. (Proxy Voting Services)
Suzanne Johnson
44 Wall Street, Suite 2001
New York, NY 10005

Jackson Walker L.L.P.
Mr. David Parrish
100 Congress, Suite 1100
Austin, TX 78701

Mayer Brown LLP
Ms. Lennine Occhino
71 South Wacker Drive
Chicago, IL 60606

MSCI
Mr. Randy O'Neil
101 Federal Street, Suite 2105
Boston, MA 02110

NEPC (Investment Consultant)
Mr. Douglas Moseley
255 State Street, 12th Floor
Boston, MA 02109

Northern Trust (Custodial Services)
Ms. Patricia Somerville-Koulouris
50 South LaSalle Street
Chicago, IL 60603

Thomas, Mamer & Haughey, LLP
Mr. John M. Sturmanis
30 East Main Street, Suite 500
Champaign, IL 61820-3629


Self-Managed Plan (SMP)

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

Fidelity Investments
Mr. Lou Gadoury
49 N. 400 West, SLG6J
Salt Lake City, UT 84101

TIAA
Ms. Elena Zanussi
200 N. LaSalle Street, Suite 1600
Chicago, IL 60601-1014


Commodities

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

Invesco
Dyice Ellis-Beckham
1166 Avenue of the Americas, 27th Floor
New York, NY 10036

PIMCO
Mr. Michael Chandra
840 Newport Center Drive, Suite 100
PO Box 6430
Newport Beach, CA 92658-6430


Hedged Strategies

U.S. Equity | Non-US Equity | Fixed Income | Opportunity | Real Estate/REIT | Global | Private Equity | Overlay | Consultants & Contractors | SMP | Commodities | Hedged Strategies

KKR Prisma
Mr. John D. Diercksen
9 West 57th Street
New York, NY 10019

PAAMCO
Mr. Andy Ross, CFA
19540 Jamboree Road, Suite 400
Irvine, CA 92612