Sovereign Wealth Fund

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Alabama Trust Fund

Office of the Alabama State Treasurer Responsible stewardship of the State’s financial resources. Your State Treasurer The Office of the State Treasurer...

Alabama Trust Fund

Office of the Alabama State Treasurer Responsible stewardship of the State’s financial resources. Your State Treasurer The Office of the State Treasurer manages Alabama’s public funds with transparency, care, and accountability, protecting taxpayer dollars and strengthening the state’s financial future. Meet Treasurer Young Boozer UNCLAIMED PROPERTY You may have money or valuables waiting for you.

General information

Firm type

Sovereign Wealth Fund

Year founded

1985

Location

Region

North America

Country

United States

City

Montgomery

Principals

Kay Ivey

Chair of the Board of Trustees

Young Boozer

Secretary of the Board of Trustees

Bill Poole

Vice Chair of the Board of Trustees

Sector focus

Real EstateEnergy

Frequently asked questions

Who runs investment decisions at Alabama Trust Fund?

The Board of Trustees, chaired by Governor Kay Ivey, sets policy. Callan LLC provides ongoing advisory support.

Does Alabama Trust Fund participate in fund commitments or only direct deals?

The fund holds limited partner interests in multiple real estate vehicles and maintains direct ownership of offshore royalty rights.

Where does the underlying wealth come from?

Revenue originates from Alabama's share of offshore oil and gas production in Mobile Bay.

What investment stages does Alabama Trust Fund typically target?

The portfolio mixes open-end core real estate funds, value-add real estate funds, and public equity and fixed income mandates.

Does Alabama Trust Fund maintain philanthropic structures, and how are they separated?

Distributions flow to the Alabama Forever Wild Land Trust and Alabama Senior Services Trust Fund as separate state vehicles.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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