FOIA Request - Investments
| Tracking # |
21-00138 |
| Submitted | March 1, 2021 |
MuckRock users can file, duplicate, track, and share public records requests like this one. Learn more.
Communications
From: Jake Hujar
To Whom It May Concern:
I hope this finds you well. I am currently seeking updated quarterly performance data from your plan’s alternative asset holdings for the following date(s): 3Q 2020.
As always, thank you in advance for the time you take in sending me the responsive documents, and below follows the formal request:
On behalf of PitchBook Data, Inc., under Title X, Chapter 119 of the Florida Statutes, I request a copy of the public records from October 2020 through December 2020 for the following information:
1. Investment memorandum used by the City of Sarasota General Employees' Pension Fund investment committee and investment consultants providing consultation to the City of Sarasota General Employees' Pension Fund regarding private equity, venture capital, mezzanine, distressed, real estate/REIT, debt and infrastructure partnerships being considered for investment by the City of Sarasota General Employees' Pension Fund portfolio.
2. All due diligence materials and presentation materials produced by the General Partners in the course of the City of Sarasota General Employees' Pension Fund conducting due diligence on investments into any private equity, venture capital, mezzanine, distressed, real estate/REIT, debt and infrastructure partnerships.
3. For each fund, please indicate whether or not the fund uses Subscription Credit Facilities.
If there are any fees for searching for, reviewing, or copying the records, please inform me before you task the request. If you deny all or any part of this request, please cite each specific exemption you think justifies your refusal to release the information and notify me of appeal procedures available under the law.
Please do not hesitate to contact me with any questions. My full contact information is listed below.
Thank you in advance for your help on this request.
Jessica Gray
From: City Of Sarasota, General Employees' Pension
Public Records Request # 21-00138
Good morning,
This will acknowledge receipt of your public records request. My office will notify you when the search for responsive records has been completed. In the meantime, please note that we may contact you if we need clarification regarding your request. We will further advise you if there are any charges associated with the retrieval of the records responsive to your request.
Thank you,
[cid:image001.png@01D70F34.46805310]
Arthur Mugan
Public Records Coordinator,
City of Sarasota
[Receiver] 941.263-6112
[Envelope] Arthur.Mugan@SarasotaFL.gov<mailto:Nick.Dazio@SarasotaFL.gov>
[Map compass] 1761 12th St., Bldg. D•Sarasota, FL, 34236
PLEASE NOTE: FL Statute 119, regarding Public Records, does not require a governmental body to create new information (only to produce existing records), perform legal research, or to answer questions about the public records (other than how to obtain them and the possible cost).
From: City Of Sarasota, General Employees' Pension
Good morning:
As per the Pension Plans Administrator: “This is what we have for the time period October 2020 through December 2020. The General Employees’ Pension Plan Board of Trustees did not conduct due diligence in consideration of entering into any additional investments of the type listed by the during that time frame. What is attached are two such investments that were already intact prior to October 2020.”
Please let our office know if we can be of further assistance in this matter.
Best regards,
[cid:image004.png@01D71A34.7BB3EE10]
Arthur Mugan
Public Records Coordinator,
City of Sarasota
[Receiver] 941.263-6112
[Envelope] Arthur.Mugan@SarasotaFL.gov<mailto:Nick.Dazio@SarasotaFL.gov>
[Map compass] 1761 12th St., Bldg. D•Sarasota, FL, 34236
Files
pages