Berkshire School

Berkshire School

Founded in 1907, Berkshire School is a private co-educational boarding and day school in Sheffield, Massachusetts. The school's endowment, overseen by a board chaired by finance veteran James L. Haskel, funds campus operations and financial aid. Its investment mandate is managed alongside the school's broader mission to prepare students for lives of purpose. The endowment deploys capital across a wide strategy set, including buyout, venture capital at seed through late stage, direct secondaries, turnaround, and fund-of-funds commitments. Technology exposure includes an AI/ML focus. While specific portfolio holdings are not publicly disclosed, the investment committee draws on deep institutional knowledge; board members include David Morse of Neuberger Berman and John Esposito of Morgan Stanley. Altss estimates the endowment's assets at roughly $240 million. The fund participates in professional networks such as the National Association of Independent Schools and The Association of Boarding Schools, and the school competes athletically in the New England Prep School Athletic Council. Head of School Pieter M. Mulder has led the institution since 2013. As an endowment attached to an operating educational institution, the fund's structure is defined by its perpetual time horizon and mission-aligned spending policy. Its investment activities are directly tied to sustaining a physical campus that spans commercial property in Sheffield and a land parcel in Reading, Vermont. The portfolio's multi-asset approach, spanning early-stage venture to buyouts, reflects a governance model where financial industry practitioners on the board directly shape investment strategy.