When is the submission deadline?

Submissions are due September 1, 2026.

What is the budget for this RFP?

The published budget is $3,000,000 – $5,000,000.

It was issued by Weymouth Retirement Board. The work is located in Weymouth, Massachusetts, United States.

Who is a good fit for this opportunity?

Private equity investment management firm. Demonstrated experience managing co-investment portfolios. Institutional investment advisory and fiduciary expertise. Strong due diligence, portfolio oversight, and reporting capabilities.

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Private Equity Co-Investment Investment Manager Services

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Overview

Financial, Legal, HR & Staffing

Weymouth, Massachusetts, United StatesPosted: August 13, 2026Deadline: September 1, 2026

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SUMMARY

A government authority in Watertown, Massachusetts seeks an investment manager to provide private equity co-investment services.

KEY REQUIREMENTS

Must be a registered investment advisor with the SEC or registered with the Massachusetts Office of the Secretary of State
Must have at least five years of experience in managing dedicated private equity funds
Must be in operation as an investment management organization for at least five years
Must agree to act as a fiduciary as set forth in Section 23(3) of M.G.L Ch. 32
Must comply with all applicable laws and PERAC regulations
Must submit required PERAC disclosures including Vendor Certification, Vendor Disclosures, and Placement Agent Statement
Must not require indemnification from the Retirement Board

BUDGET

Verified

$3,000,000 – $5,000,000

CONTRACT DURATION

84 months

TIMELINE

Proposal deadline: September 1st, 2026

Opening of proposals: September 2nd, 2026

Manager selection: Within 180 days of the submission deadline

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Weymouth Retirement Board

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority located in Watertown, Massachusetts is seeking a qualified vendor to provide private equity co-investment investment manager services.

The selected investment manager will be expected to support the authority’s private equity co-investment activities. Specific scope, qualifications, and submission requirements are not provided in the available notice.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 1, 2026.
What is the budget for this RFP?: The published budget is $3,000,000 – $5,000,000.
Who issued this RFP?: It was issued by Weymouth Retirement Board. The work is located in Weymouth, Massachusetts, United States.
Who is a good fit for this opportunity?: Private equity investment management firm
Demonstrated experience managing co-investment portfolios
Institutional investment advisory and fiduciary expertise
Strong due diligence, portfolio oversight, and reporting capabilities

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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