Endowment / FoundationRIA · CRD 284163SEC-Registered

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Berkeley Endowment Management Company

Berkeley Endowment Management Company was established in 2009 to provide investment management for gifts to the University of California, Berkeley Foundation.

Berkeley Endowment Management Company logo

Berkeley Endowment Management Company

Berkeley Endowment Management Company was established in 2009 to provide investment management for gifts to the University of California, Berkeley Foundation. David McAuliffe held the President and Chief Investment Officer position through 2025. Cyrus Hadidi chairs the board. The firm allocates across a multi-family residential real estate portfolio in California, a value-add commercial real estate fund, an absolute return portfolio, and a fixed income portfolio. It maintains a partnership with Southern California Edison on HVAC systems in real estate holdings. Geographic exposure centers on the United States with California concentration. The firm employs no disclosed headcount figure. It participates in the Endowment Management Investment Fellowship as founding host and maintains a board role at Institutional Investor's Endowments & Foundations Institute. Melody Ing serves as interim Chief Investment Officer. BEMCO operates under a distinct mandate that separates Foundation endowment management from the Regents' direct oversight, creating a bifurcated structure for the overall UC Berkeley endowment assets.

General information

Firm type

Endowment / Foundation

Year founded

2009

Location

Region

North America

Country

United States

City

Oakland

Corporate office

Berkeley, California, United States

Principals

David McAuliffe

President and Chief Investment Officer

Melody Ing

Interim Chief Investment Officer

Cyrus Hadidi

Chair of the BEMCO Board of Directors

Sector focus

Real EstateFixed Income

Frequently asked questions

Who runs investment decisions at Berkeley Endowment Management Company?

Melody Ing serves as interim Chief Investment Officer. David McAuliffe held the President and Chief Investment Officer role from 2017 to 2025.

How is Berkeley Endowment Management Company related to the University of California Regents?

BEMCO manages the Foundation portion of the UC Berkeley endowment while the Regents manage a separate $4.5B allocation.

What asset classes does Berkeley Endowment Management Company deploy into?

The firm maintains allocations to multi-family residential real estate in California, value-add commercial real estate, absolute return strategies, and fixed income.

Does Berkeley Endowment Management Company maintain external partnerships?

It partnered with Southern California Edison on smart HVAC systems and with the United Negro College Fund on the Lighted Pathways Program.

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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