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Local government pension plan · Miami-Dade County

Miami General Employees' and Sanitation Employees' Retirement Trust

Miami, FL · Official site ↗

WATCHING Documents current; no qualifying approved signal in window.
Total assets
$1,142,000,000
as of 2026-03-31
Minutes · p.8
Investment consultant
Mariner Institutional
as of 2026-03-20
Minutes · p.8
Assumed return
7.3%
as of 2023-09-30
Minutes · p.5
Next meeting
Not found in fetched documents
Actuary
Not found in fetched documents
Custodian
Not found in fetched documents
Auditor
Not found in fetched documents
Coverage
100%
of what this plan publishes

Signal timeline 2

  1. 2025-09-26 CONSULTANT_CHANGED auto-approved
    The Miami GESE Retirement Trust board voted to approve the consent to sign a contract with Mariner Institutional, LLC, into which its investment consultant Southeastern Advisory has merged, effective October 1. Minutes · p.10
    Motion made by Trustee Lugo to approve the consent to sign contract with Mariner. Seconded by Trustee Torres. The motion passed unanimously by those present.
  2. 2022-07-29 ASSET_LIABILITY_STUDY auto-approved
    Miami GESE Retirement Trust board approved keeping the current target allocation, as Southeastern Advisory Services recommended in its Asset Liability Modeling Study Report. Minutes · p.4
    Asset Liability Modeling Study Report – Mr. Wilson stated that Southeastern’s recommendation was that the Board continue with the current target allocation.

Target vs actual allocation

Not found in fetched documents.

Coverage checklist 100%

DocumentStatusNewest held
Agendas, last 18 months
11 of 11
 ✓ held Agenda 2026-09-25
Minutes, last 18 months
9 of 9
 ✓ held Minutes 2026-07-31
Investment policy statement (latest) not published —
Quarterly investment report (latest) not published —
Actuarial valuation (latest) not published —
Audited financial statements (latest) not published —
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 2026-03-31

Asset class (as labeled)ManagerAmountStatusSource
Atlanta Capital 12.6% ON_WATCHMinutes · p.8
T. Rowe Price $57,000,000 ACTIVEMinutes · p.8
State Street Russell 2000 Index $12,000,000 ACTIVEMinutes · p.8
equityCramer Rosenthal $60,000,000 ACTIVEMinutes · p.8
fixed incomeGarcia Hamilton — ACTIVEMinutes · p.8

Officers and trustees as printed

NameTitleAs ofSource
Hilda ThompsonMariner Institutional2026-03-20Minutes · p.8
Jack EvattMariner Institutional2026-03-20Minutes · p.8
Mr. Jack EvattMariner Institutional2026-03-20Minutes · p.8
Ms. Hilda ThompsonMariner Institutional2026-03-20Minutes · p.8
Edgard HernandezAdministrator2026-03-20Minutes · p.6
Mr. Edgard HernandezAdministrator2026-03-20Minutes · p.6
FernandezTrustee2026-03-20Minutes · p.6
LugoTrustee2026-03-20Minutes · p.6
TorresTrustee2026-03-20Minutes · p.6
Trustee FernandezTrustee2026-03-20Minutes · p.6
Trustee LugoTrustee2026-03-20Minutes · p.6
Trustee TorresTrustee2026-03-20Minutes · p.6
Ms. Thompsonlead consultant2025-09-26Minutes · p.10
Mr. Silverlegal counsel2025-09-26Minutes · p.6
Mr. Edgard HernandezAdministrator2025-09-26Minutes · p.3
GravesTrustee2025-09-26Minutes · p.3
LugoTrustee2025-09-26Minutes · p.10
SimmonsVice-Chair2025-09-26Minutes · p.3
TorresTrustee2025-09-26Minutes · p.10
Trustee GravesTrustee2025-09-26Minutes · p.3
Trustee LugoTrustee2025-09-26Minutes · p.10
Trustee TorresTrustee2025-09-26Minutes · p.10
Vice-Chair SimmonsVice-Chair2025-09-26Minutes · p.3
Hilda ThompsonSoutheastern Advisory Services2025-04-25Minutes · p.6
Ms. Hilda ThompsonPresenter, Southeastern Advisory Services2025-04-25Minutes · p.6
Mr. Ronald Silver, EsquireAttorney2025-04-25Minutes · p.6
Ronald SilverEsquire2025-04-25Minutes · p.6
FernandezTrustee2025-04-25Minutes · p.6
SimmonsVice-Chair2025-04-25Minutes · p.6
Mr. Wally WilsonSoutheastern Advisory Services2022-07-29Minutes · p.4
Ms. Hilda ThompsonSoutheastern Advisory Services2022-07-29Minutes · p.4
FernandezTrustee2022-07-29Minutes · p.4
GravesTrustee2022-07-29Minutes · p.4
JimenezTrustee2022-07-29Minutes · p.4
MoyTrustee2022-07-29Minutes · p.8

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

Documents we watch 52

Listing pages: Approved 2015 Board Meeting Dates 2015 Board Meetings, Approved 2016 Board Meeting Dates 2016 Board Meetings, Approved 2017 Board Meeting Dates 2017 Board Meetings, Approved 2018 Board Meeting Dates 2018 Board Meetings, Approved 2019 Board Meeting Dates 2019 Board Meetings, Approved 2020 Board Meeting Dates 2020 Board Meetings, Approved 2021 Board Meeting Dates 2021 Board Meetings, Approved 2022 Board Meeting Dates 2022 Board Meetings, Approved 2023 Board Meeting Dates 2023 Board Meetings, Approved 2024 Board Meeting Dates 2024 Board Meetings, 2025 Board Meeting Dates 2025 Board Meetings, 2026 Board Meeting Dates 2026 Board Meetings, Summary of Investment Returns Summary of Investment Returns, Trust Investment Performance Trust Investment Performance

DocumentTypeDatedFetchedPages
Minutes MINUTES 2026-03-20 2026-11-06 16 (10 w/ terms)
Minutes MINUTES 2025-09-26 2026-11-06 17 (8 w/ terms)
Minutes MINUTES 2025-04-25 2026-11-06 14 (8 w/ terms)
Minutes MINUTES 2023-12-01 2026-11-06 15 (7 w/ terms)
Agenda AGENDA 2023-12-01 2026-11-06 3
Agenda AGENDA 2023-09-29 2026-11-06 3 (1 w/ terms)
Agenda AGENDA 2023-07-21 2026-11-06 2
Agenda AGENDA 2023-05-26 2026-11-06 4
Agenda AGENDA 2023-03-17 2026-11-06 4
Agenda AGENDA 2023-01-27 2026-11-06 4
Agenda AGENDA 2022-11-18 2026-11-06 3 (1 w/ terms)
Agenda AGENDA 2022-09-30 2026-11-06 3
Minutes MINUTES 2022-07-29 2026-11-06 12 (6 w/ terms)
Agenda AGENDA 2022-07-29 2026-11-06 2 (1 w/ terms)
Agenda AGENDA 2022-05-27 2026-11-06 4
Agenda AGENDA 2022-03-18 2026-11-06 3
Minutes MINUTES 2022-01-28 2026-11-06 13 (6 w/ terms)
Agenda AGENDA 2022-01-28 2026-11-06 3
Agenda AGENDA 2021-11-19 2026-11-06 4 (2 w/ terms)
2024-SUMMARY-OF-INVESTMENT-Returns-GESE OTHER — 2026-11-06 1 (1 w/ terms)
Historical-Investments-Held-2025 OTHER — 2026-11-06 2
Minutes MINUTES — 2026-11-06 16 (9 w/ terms)
Minutes MINUTES — 2026-11-06 12 (6 w/ terms)
Minutes MINUTES — 2026-11-06 16 (10 w/ terms)
Minutes MINUTES — 2026-11-06 14 (7 w/ terms)
Minutes MINUTES — 2026-11-06 17 (11 w/ terms)
Minutes MINUTES — 2026-11-06 16 (7 w/ terms)
Minutes MINUTES — 2026-11-06 3 (1 w/ terms)
Minutes MINUTES — 2026-11-06 8 (3 w/ terms)
Minutes MINUTES — 2026-11-06 18 (11 w/ terms)
Minutes MINUTES — 2026-11-06 15 (8 w/ terms)
Agenda AGENDA — 2026-11-06 6 (1 w/ terms)
Agenda AGENDA — 2026-11-06 4 (1 w/ terms)
Agenda AGENDA — 2026-11-06 4
Agenda AGENDA — 2026-11-06 2
Agenda AGENDA — 2026-11-06 5
Agenda AGENDA — 2026-11-06 3
Agenda AGENDA — 2026-11-06 3
Agenda AGENDA — 2026-11-06 4
Agenda AGENDA — 2026-11-06 3 (1 w/ terms)
Agenda AGENDA — 2026-11-06 3
Agenda AGENDA — 2026-11-06 3
Agenda AGENDA — 2026-11-06 3
Agenda AGENDA — 2026-11-06 4 (1 w/ terms)
Agenda AGENDA — 2026-11-06 5
Agenda AGENDA — 2026-11-06 3
Agenda AGENDA — 2026-11-06 1
Agenda AGENDA — 2026-11-06 2
Agenda AGENDA — 2026-11-06 5
Agenda AGENDA — 2026-11-06 4
Agenda AGENDA — 2026-11-06 4
Agenda AGENDA — 2026-11-06 3