Program Partners: Public Equity

Current Strategies

  • Global
  • International
  • U.S. Mid Cap
  • U.S. Small Cap

Program Partners

Xponance, Inc. (Global Equity)
Public Equity Program
1845 Walnut Street, Suite 800
Philadelphia, PA 19103
(215) 567-1100
www.xponance.com

Leadership: Tina Byles Williams, Thomas Quinn
Email: Cesar Gonzales, [email protected]

Leading Edge Investment Advisors (U.S. Small Cap Equity)
Public Equity Program
50 California Street, Suite 2320
San Francisco, California 94111
(415) 217-7030
www.leia.net

Leadership: Clayton Jue, Chris Fong, Carolyn Diaz Roberts
Email: [email protected]

RockCreek (U.S. Mid Cap Equity, Global Equity)
Public Equity Program

156 Fifth Avenue, Suite 804
New York, NY 10010

1133 Connecticut Avenue, NW
Washington, DC 20036
(202) 331-3400
www.therockcreekgroup.com

Leadership: Afsaneh Beschloss, Anda Bordean and Sherri Rossoff
Email: [email protected]


Program Guidelines

Life-Cycle Stage: Early & Mid-Stage
Structure: Separate Managed Account 
Managed by: Program Partners
Firm AUM typically less than $500 million (early) and $2 billion (mid) at the time of commitment
Sample commitment: $50 million to $100 million

Life-Cycle Stage: Late-Stage
Structure: Separate Managed Account
Managed by: NYSCRF Direct, Program Partners
Firm AUM typically less than $3.5 billion at the time of commitment
Sample commitment: $100 million to $150 million

Life-Cycle Stage: Mid & Late-Stage, Anchor Investor to New Strategy 
Structure: Separate Managed Account
Managed by: NYSCRF Direct, Program Partners
Firm AUM typically less than $5 billion at the time of commitment
Sample commitment: $50 million to $75 million

Please also refer to additional guidelines: Emerging Manager Definition and Life-Cycle Stages