Allocator Radar South Florida

← All allocators

Police and fire pension plan · Miami-Dade County

Miami Firefighters' and Police Officers' Retirement Trust

Miami, FL · Official site ↗

WATCHING Documents current; no qualifying approved signal in window.
Not on the main table yet: no document dated in the last 6 months (newest: 2026-05-01).
Total assets
$1,834,566,484
as of 2025-03-31
2025-03 Quarterly Report · p.20
Investment consultant
MEKETA INVESTMENT CONSULTANTS
as of 2026-05-15
Agenda 05/26 · p.2
Assumed return
6.75%
as of 2025-09-30
2025 Financial Statement · p.37
Next meeting
Not found in fetched documents
Actuary
Not found in fetched documents
Custodian
Not found in fetched documents
Auditor
CBIZ CPAs P.C.
as of 2025-09-30
2025 Financial Statement · p.3
Coverage
100%
of what this plan publishes

Signal timeline 1

  1. 2025-12-18 COMMITMENT_MADE auto-approved
    The Miami Firefighters' and Police Officers' Retirement Trust board voted unanimously to approve Meketa's recommendation and commit an additional $20M to Golub. Minutes - 12/2025 · p.2Agenda 02/26 · p.4
    Meketa recommended increasing the commitment by $20M into the Golub FIPO's exposure closer to policy target weight. Discussion ensued. A motion was made by T. Gabriel and seconded by T. Roell to approve the Consultant's recommendation and commit an additional $20M. The motion was approved unanimously.

Target vs actual allocation

Asset class (as labeled)Target 2025-09-30RangeActual 2025-09-30
Cash and cash equivalents 0% — 1.54%
Domestic equities 32% — 32.95%
Core domestic fixed income 30% — 24.6%
International equities 22% — 21.64%
Global real estate 9% — 6.68%
Private equity 7% — 12.6%

Source: 2025 Financial Statement · p.24

Coverage checklist 100%

DocumentStatusNewest held
Agendas, last 18 months not published —
Minutes, last 18 months
8 of 8
✓ held Agenda 05/26 2026-05-01
Investment policy statement (latest) not published —
Quarterly investment report (latest)
dated 2025-03-01
✓ held 2025-03 Quarterly Report 2025-03-01
Actuarial valuation (latest)
dated 2024-10-01
✓ held 2025-26 Valuation 2024-10-01
Audited financial statements (latest)
dated 2025-09-30
✓ held 2025 Financial Statement 2025-09-30
F.S. 112.664 disclosure (latest) not published —

"Not published" means not found on the plan's approved listing pages. "Missing" means listed there but not fetched yet.

Current managers by asset class as of 2026-02-19

Asset class (as labeled)ManagerAmountStatusSource
JPM SPF — REDEEMINGAgenda 4/26 · p.4

Officers and trustees as printed

NameTitleAs ofSource
O. CoteraChairman2025-11-17Minutes - 11/2025 · p.1
A. LallyMeketa representative2025-11-17Minutes - 11/2025 · p.1
S. BowenMeketa representative2025-11-17Minutes - 11/2025 · p.1
M. FernandezMember2025-11-17Minutes - 11/2025 · p.1
O. CoteraChairman2025-05-08Minutes May25.pdf · p.1Agenda June2025.pdf · p.6
Dania OrtaAdministrator2025-05-08Agenda June2025.pdf · p.6
D. WinegardnerActuary2025-04-17Minutes Apr25.pdf · p.1Agenda June2025.pdf · p.3
M. FernandezAppointed by the City Commission2025-04-17Minutes Apr25.pdf · p.1Agenda June2025.pdf · p.3
D. WinegardnerActuary2025-02-13Minutes Feb2025.pdf · p.1
O. CoteraChairman2025-02-13Minutes Feb2025.pdf · p.1
A. LallyInvestment Consultant2025-02-13Minutes Feb2025.pdf · p.1
G. LatterInvestment Consultant2025-02-13Minutes Feb2025.pdf · p.1
S. BowenInvestment Consultant2025-02-13Minutes Feb2025.pdf · p.1
M. FernandezAppointed by the City Commission2025-02-13Minutes Feb2025.pdf · p.1
D. WinegardnerActuary (virtual)2024-11-14Minutes - Investment 11/2024 · p.1
S. BowenInvestment Consultant2024-11-14Minutes - Investment 11/2024 · p.1
M. FernandezAppointed by the City Commission2024-11-14Minutes - Investment 11/2024 · p.1

Names and titles only, exactly as the documents print them. No contact details are stored.

Documents we watch 33

Listing pages: plan page, Financials, Meeting Schedule, Board of Trustees

DocumentTypeDatedFetchedPages
Agenda 05/26 MINUTES 2026-05-01 2026-11-06 2 (1 w/ terms)
Minutes - 12/2025 MINUTES 2025-12-01 2026-11-06 3 (2 w/ terms)
Minutes - 11/2025 MINUTES 2025-11-01 2026-11-06 2 (1 w/ terms)
Minutes - 09/2025 MINUTES 2025-09-01 2026-11-06 2
2025-03 Quarterly Report PERFORMANCE 2025-03-01 2026-11-06 75 (46 w/ terms)
2024-12 Quarterly Report PERFORMANCE 2024-12-01 2026-11-06 94 (51 w/ terms)
Minutes - Investment 11/2024 MINUTES 2024-11-01 2026-11-06 2 (2 w/ terms)
Minutes - Regular 09/2024 MINUTES 2024-09-01 2026-11-06 0
Agenda 09/2024 MINUTES 2024-09-01 2026-11-06 9
2019-20 Admin Budget OTHER — 2026-11-06 1
2020-21 Admin Budget OTHER — 2026-11-06 1
2021-22 Admin Budget OTHER — 2026-11-06 1
2022-23 Admin Budget OTHER — 2026-11-06 1
2023-24 Admin Budget OTHER — 2026-11-06 1
2024-25 Admin Budget OTHER — 2026-11-06 1
2025-26 Admin Budget OTHER — 2026-11-06 1
Resources OTHER — 2026-11-06 2
2023 Financial Statement FINANCIAL — 2026-11-06 0
2024 Financial Statement FINANCIAL — 2026-11-06 53 (17 w/ terms)
2025 Financial Statement FINANCIAL — 2026-11-06 51 (16 w/ terms)
2023-24 Valuation ACTUARIAL — 2026-11-06 46 (15 w/ terms)
2024-25 Valuation ACTUARIAL — 2026-11-06 47 (21 w/ terms)
2025-26 Valuation ACTUARIAL — 2026-11-06 47 (18 w/ terms)
Minutes June25.pdf MINUTES — 2026-11-06 2 (2 w/ terms)
Agenda June2025.pdf MINUTES — 2026-11-06 8 (5 w/ terms)
Minutes May25.pdf MINUTES — 2026-11-06 2 (2 w/ terms)
Agenda May2025.pdf MINUTES — 2026-11-06 2 (1 w/ terms)
Minutes Apr25.pdf MINUTES — 2026-11-06 2 (2 w/ terms)
Agenda 4/26 MINUTES — 2026-11-06 9 (4 w/ terms)
Minutes Feb2025.pdf MINUTES — 2026-11-06 2 (2 w/ terms)
Agenda 02/26 MINUTES — 2026-11-06 6 (3 w/ terms)
Minutes Jan2025.pdf MINUTES — 2026-11-06 2 (2 w/ terms)
Regular Meeting Jan2025.pdf MINUTES — 2026-11-06 0