Endowment / Foundation

Updated:

CARMEL HILL FUND

Carmel Hill Fund is an independent non‑profit private foundation based in New York that operates as an institutional investor. The fund manages $378 million in...

CARMEL HILL FUND

Carmel Hill Fund is an independent non‑profit private foundation based in New York that operates as an institutional investor. The fund manages $378 million in assets, with its investment portfolio valued at over $335.78 million. Its assets are allocated across domestic and international equity, private equity, and cash holdings. Investment decisions are overseen by the foundation’s executive management team. The investment strategy is designed to generate returns that fund the foundation’s grantmaking in youth literacy and mental‑health programs. The fund’s long‑term focus reflects its founder’s emphasis on sustainable community impact. While the portfolio is diversified, the fund does not target specific stages or sectors beyond the broad equity and private‑equity categories disclosed. All investment activity supports its mission of improving educational outcomes and mental‑health services for children.

General information

Firm type

Endowment / Foundation

AUM

$378 million

Location

Country

United States

City

NEW YORK

Corporate office

NEW YORK, United States

Sector focus

Institutional InvestorEndowment / FoundationUnited States

Frequently asked questions

What is the total assets under management (AUM) of Carmel Hill Fund?

The fund reports $378 million in assets under management.

How is Carmel Hill Fund’s investment portfolio allocated?

The portfolio, valued at over $335.78 million, is diversified across domestic equity, international equity, private equity, and cash holdings.

How does the investment approach support the foundation’s mission?

Investment returns are used to finance grantmaking that advances youth literacy and mental‑health programs, aligning financial management with the founder’s community‑impact objectives.

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