Local government pension plan · Broward County
Miramar Management Retirement Plan
Miramar, FL · Official site ↗
Not on the main table yet: investment consultant not identified in fetched documents.
Investment consultant
Not found in fetched documents
Next meeting
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Custodian
Not found in fetched documents
Auditor
Not found in fetched documents
Coverage
100%
of what this plan publishes
Signal timeline 1
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2024-08-01 IPS_AMENDED auto-approvedThe City of Miramar Police Officers' Retirement Plan and Trust Fund disclosed that its investment policy statement was last amended in August 2024. CITY-OF-MIRAMAR-POLIC... · p.20
The investment policy statement was last amended in August 2024.
Target vs actual allocation
| Asset class (as labeled) | Target 2025-09-30 | Range | Actual 2025-09-30 |
|---|---|---|---|
| Small/Mid Cap Equity | 15% | 5–25% | 11.6% |
| Alternative Equity | 5% | 2–10% | 3.5% |
| Intl Equity | 10% | 2–25% | 7.1% |
| Private Real Estate | 20% | 10–30% | 15.7% |
| Private Equity | 10% | 0–15% | 10.7% |
| Private Credit | 5% | 0–15% | 7.6% |
| Cash Equiv & Treasury | 0% | 0–10% | 3.6% |
| Large Cap Equity | 30% | 20–40% | 32.5% |
| Fixed Income | 5% | 2–20% | 7.75% |
| Domestic equities | — | — | 48.91% |
| International equities | — | — | 5.18% |
| Private equity funds | — | — | 13.93% |
| Private credit funds | — | — | 6.26% |
| Real estate | — | — | 15.44% |
| Cash and cash equivalents | — | — | 2.53% |
Source: Miramar_Police_PL-2_A... · p.2
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months | not published |
| Minutes, last 18 months 2 of 2 |
✓ held |
| Investment policy statement (latest) dated 2025-12-11 |
✓ held |
| Quarterly investment report (latest) | not published |
| Actuarial valuation (latest) dated 2024-10-01 |
✓ held |
| Audited financial statements (latest) dated 2026-04-28 |
✓ held |
| F.S. 112.664 disclosure (latest) dated 2026-01-26 |
✓ held |
"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 2025-09-30
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Alternative Equity | C&S Infrastructure | $11,286,859 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| Cash Equiv & Treasury (Bitcoin ETF) | iShares Bitcoin Trust | $4,875,000 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| Domestic Equity | Vanguard 500 Adm | $92,860,407 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| Pullen Small Core | $19,338,198 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Vanguard S&P MC 400 | $5,219,250 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Vanguard Small Cap Index | $7,069,756 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| DRZ Small Cap Value | $5,472,379 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Great Lakes Large Cap Value | $11,086,502 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Fixed Income | Serenitas Dynamic Alpha Fund | $10,091,378 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| NIS Core+ | $14,579,581 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Intl Equity | ABS Emerging Markets | $11,447,036 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| HGK Trinity International Equity Fund | $6,174,273 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Vanguard Developed Mkts Index | $5,031,715 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Private Credit | Bloomfield Cap Income Fund V | $8,145,415 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| PennantPark Senior Credit Fund II | $3,635,085 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| PennantPark Cred Opp Fund IV | $3,035,599 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Capital Dynamics (Camberline) Mid Mkt Credit Fund II | $3,653,533 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Entrust Global Recovery Fund | $1,620,352 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Cresecent DL Levered Fund III | $4,219,277 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Private Equity | Taurus Private Mkts Fund II | $1,770,264 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| Capital Dynamics Global Secondaries VI | $3,269,609 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Capital Dynamics Mid-Market Direct V | $7,209,499 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Capital Dynamics Mid-Market Direct VI | $1,419,621 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Constitution Ironsides VI | $4,914,740 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Entrust Co-Invest Opportunities Fund | $3,313,327 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Capital Dynamics Global Secondaries V | $4,679,758 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Taurus Private Mkts Fund | $7,454,260 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Real Estate | JPM Special Situation Property | $4,330,073 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
| Affiliated Housing Income Fund | $5,105,716 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| TerraCap Partners VI | $2,667,702 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Terracap Partners V | $4,891,941 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| TerraCap Partners IV | $1,038,101 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| TA Realty Core Property Fund | $17,690,698 | ACTIVE | Miramar_Police_PL-2_A... · p.4 | |
| Intercontinental U.S. Real Estate | $14,288,718 | ACTIVE | Miramar_Police_PL-2_A... · p.4 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Don DuLaney | Actuary | 2026-01-26 | 2026-01-26_Declaratio... · p.1 |
| Bob Klausner | Attorney | 2026-01-26 | 2026-01-26_Declaratio... · p.1 |
| Kevin Adderly | Finance Director | 2026-01-26 | 2026-01-26_Declaratio... · p.1 |
| Siera Feketa | Plan Administrator | 2026-01-26 | 2026-01-26_Declaratio... · p.1 |
| Jeffrey Amrose, MAAA | Senior Consultant & Actuary | 2025-04-28 | Miramar-General-Chapt... · p.3 |
| Trisha Amrose, MAAA | Consultant & Actuary | 2025-04-28 | Miramar-General-Chapt... · p.3 |
| Jeffrey Amrose | Senior Consultant & Actuary | 2025-04-07 | Miramar-Consolidated-... · p.4 |
| Trisha Amrose | Consultant & Actuary | 2025-04-07 | Miramar-Consolidated-... · p.4 |
| Jeffrey Amrose, MAAA | Senior Consultant & Actuary | 2022-08-22 | Miramar-Management-Ch... · p.3 |
| Trisha Amrose, MAAA | Consultant & Actuary | 2022-08-22 | Miramar-Management-Ch... · p.3 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 31
Listing pages: Consolidated Retirement Plan & Trust Fund Pension Board, Firefighters' Pension Board, GE Pension Board Info, Management Retirement Plan Board, Police Pension Board, plan page