Solutions Taft-Hartley

Since 1999 we have served Taft-Hartley benefit plans by providing access to the private markets. We understand the complexities faced by multiemployer plans and believe a collaborative partnership is vital to the success of our clients. Our investment solutions are tailored to meet the needs of plans of all sizes and types including Pension, Annuity, Health & Welfare, among others. Our dedicated team is focused exclusively on serving the Taft-Hartley market and developing private market solutions to meet their unique needs.
210

Active Clients

$16B

Capital Commitments

25 Yrs

Serving Taft-Hartley Benefit Funds

11

Dedicated Employees

*As of 3/31/2025

We Enrich Lives and Safeguard Futures

As one of the largest private markets investment managers on behalf of Taft-Hartley benefit plans, we operate as an extension of our clients. We are committed to partnering with clients to meet their investment objectives.

  • Early adopter of the Principals of Responsible Workforce Management in Private Equity
  • Developed Unique Labor Impact Strategies
  • Extensive experience managing assets as ERISA Fiduciary and Qualified Plan Assets Manager

Our Service Offerings


Evergreen Products

What are they?

Evergreen funds are investment vehicles that allow investors to make long-term investments in private companies. They continue indefinitely, allowing investors to enter and exit the fund on a periodic basis. Unlike traditional private markets funds, which typically have a fixed lifespan of approximately 10 years, Evergreen funds do not have a fixed end date.

Benefits of Evergreen Funds

Designed to provide private markets access with a single allocation, monthly or quarterly, immediate capital deployment, limited liquidity, and low investment minimums.

Product Offerings

Drawdown Products

What are they?

Traditional closed-end limited partnerships deploy committed capital over a determined investment period. Capital commitments are drawn down over time once target investments have been identified. Typically, closed-end funds have a duration of approximately 10 years with three distinct periods: investment period, value creation, harvesting (liquidation) until fully dissolved.

Our Advantage

Our disciplined, flexible capital solutions, unique access, and information and relationship advantages make us a sought-after partner.

Product Offerings

Customized Solutions

Flexible Solutions for Institutional Investors

We specialize in building customized managed solutions designed with a client’s profile and resource needs in mind. Customized solutions are a partnership between Hamilton Lane and the client in which the client is supported across a wide range of functions such as strategic planning, investment diligence and monitoring, back-office services, technology, and private markets education. The goal of customized solutions may include building a new portfolio, expanding an existing portfolio, or implementing targeted mandates.

Our Advantage

Our separate account programs are completely customized to each client in which Hamilton Lane may serve as an ERISA fiduciary. Our comprehensive services are tailored to complement the internal capabilities of our clients and act as an extension of their staff.

Our Offerings

Please complete the contact form below to speak with a Taft-Hartley team member about your objectives and learn more about customized solutions available.

Key Contacts

Steve Binder
Head of Taft-Hartley Group
Matt Herzog
Principal
Brian Reilly
Principal

Connect with the Taft-Hartley Team



Recent Content

Insights

Introduction to Evergreen Funds

Evergreen funds allow investors to make long-term investments in private companies. In this introductory piece we compare evergreen funds to traditional funds.

Learn More
Insights

A Guide to Private Markets

Drawing upon Hamilton Lane's 30-year history in the space, this guide provides an overview of the private markets to those less familiar with them.

Explore the Experience
Insights | 3 Min Read

The Truth Revealed: The perception that private equity is inherently riskier than public equities doesn’t always match up with reality

Read how the perceptions of the inherent risks in the private equity market often don’t match up with reality.

Read the Research Article