Satellite Private Equity Investment Management

The Oklahoma Tobacco Settlement Endowment Trust Fund Board of Investors is seeking investment management services for a satellite private equity strategy, with an approximately $20–$30 million allocation split among one to four managers and a required minimum investment acceptance of $5 million.

Oklahoma > Office of the State Treasurer > Oklahoma Tobacco Settlement Endowment Trust Fund Board of Investors


General
Open
Sep 30, 2026 12:00 PM
Aug 31, 2026 12:00 PM
$30,000,000.00
Request for Proposal (RFP)
State
Ask AI about this solicitation
Original Solicitation Links
Contact
wbrown@innovestinc.com
Description

The Oklahoma Tobacco Settlement Endowment Trust Fund Board of Investors is soliciting qualified investment managers for a satellite private equity strategy appropriate for U.S. institutional investors. The strategy may include venture capital and must demonstrate specific expertise, consistent capital deployment, a disciplined investment process, and a focus on long-term value creation. Direct investment exposure is preferred over fund-of-funds, co-investment, or secondary exposure. The selected manager or managers will manage an allocation of approximately $20–$30 million, likely divided among one to four managers, and must be willing to accept an investment of $5 million. Respondents must complete the provided information request, submit a strategy overview and extensive organizational, investment, operational, risk-management, compliance, fee, and ESG responses, and provide a sample private placement memorandum and recent pitch deck. A signed cover letter and the complete response must be submitted electronically by the stated deadline.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
private equity investment managementventure capital investment managementinstitutional fund management
Specifications
Service Only
Timeline
Aug 31, 2026-RFP Released
Sep 15, 2026-Questions Due Date
Sep 30, 2026-RFP Response Deadline
Nov 4, 2026-Finalists Chosen
Nov 18, 2026-Finalist Interviews (optional)
In-person oral interviews are targeted for selected finalists; firms selected for interviews will be contacted directly.
Nov 25, 2026-Announcement of Selected Managers
Requirements
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