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Brandeis University Endowment
The endowment was established in 1948 alongside Brandeis University. It exists solely to fund university operations rather than any private family wealth.
Brandeis University Endowment
The endowment was established in 1948 alongside Brandeis University. It exists solely to fund university operations rather than any private family wealth. Management sits with the Office of Investment Management in Waltham, Massachusetts. The portfolio mixes private equity, hedge funds, real estate, natural resources, and climate-related holdings. Private equity accounts for 24.59 percent. Hedge fund and credit exposure totals approximately $405 million. Real assets represent about $156 million. Geographic reach includes confirmed commitments in North America plus indicated positions in Europe and Asia. The endowment acts as a limited partner in vehicles managed by CF Private Equity, HighVista Strategies, Capula Investment Management, and Centre Partners. Eight professionals staff the investment office. The university maintains the Rose Art Museum collection valued near $300-350 million and operates a 235-acre Waltham campus that includes multiple residence halls. No material operational events occurred in the last 24 months. Investment decisions flow through an Investment Committee that includes external managers such as Daniel Jick of HighVista Strategies and Bing-Le Wu of Capula Investment Management. This committee structure separates day-to-day execution from university governance.
General information
Firm type
Endowment / Foundation
Year founded
1948
Location
Region
North America
Country
United States
City
Waltham
Corporate office
51 Sawyer Road Suite 300, Waltham, MA 02453, United States
Principals
Tricia G. Heller
Chief Investment Officer
Tarek Saghir
Chief Investment Officer
Meyer Koplow
Chair of the Investment Committee
Daniel Jick
Chair of the Investment Committee
Sector focus
Frequently asked questions
Who runs investment decisions at Brandeis University Endowment?
Tricia G. Heller and Tarek Saghir have each been listed as Chief Investment Officer. An Investment Committee chaired at times by Meyer Koplow and Daniel Jick provides oversight.
Does Brandeis University Endowment participate in fund commitments or only direct deals?
The endowment acts as a limited partner in external funds and maintains direct holdings in campus real estate and the Rose Art Museum collection.
What asset classes receive the largest allocations?
Private equity holds 24.59 percent. Hedge fund and credit strategies total roughly $405 million. Real assets stand near $156 million.
Which regions does the endowment target?
North America carries confirmed exposure. Europe and Asia show indicated exposure through the listed managers and strategies.
How is the endowment related to Brandeis University?
The endowment exists to fund scholarships, fellowships, faculty salaries, and facilities that advance the university mission. It supplies approximately 19 percent of the operating budget.
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