# Chapman University Endowment

Chapman University Endowment is an Endowment / Foundation based in Orange, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Orange, United States
- **Region:** North America
- **Address:** One University Drive, Orange, CA 92866, United States
- **Founded:** 1861
- **Assets under management:** 810.6 (Altss estimate)
- **Website:** chapman.edu
- **LinkedIn:** https://www.linkedin.com/school/chapman-university/

## Regulatory record

- **Reports private funds:** No

## About

The Chapman University Endowment was established alongside the university in 1861. It operates as the primary vehicle for long-term financial support of scholarships, academic programs, and facilities. Janna Bersi leads investment decisions. The endowment deploys capital across real estate, private equity, and venture capital. Confirmed holdings include positions in Simple Mills and commitments to the Greenfield Renewable Energy Fund. Geographic exposure covers North America with additional allocations indicated in Asia and Africa. Direct real estate assets include Katella Grand and The K student housing complexes. The endowment lists 1869 university employees in related operations. It maintains membership in NACUBO. February 2025: Addressed endowment growth and campus development during the State of the University Address. The endowment maintains a historical affiliation with the Christian Church (Disciples of Christ) that shapes governance succession through the Board of Trustees.

## Sectors

- Real Estate
- Private Equity
- Venture Capital
- Renewable Energy

## People

- Janna Bersi — Chief Investment Officer

## Questions

### Who runs investment decisions at Chapman University Endowment?

Janna Bersi serves as Chief Investment Officer. She reports to the Board of Trustees investment committee chaired by Jim Burra until 2025.

### Does Chapman University Endowment participate in fund commitments or only direct deals?

The endowment makes commitments to external funds including venture capital and renewable energy vehicles. It also holds direct real estate assets such as student housing properties.

### What investment stages does Chapman University Endowment typically target?

The endowment targets early stage and seed investments alongside private equity and real estate. Confirmed positions include early-stage companies such as Simple Mills.

### How is Chapman University Endowment related to Chapman University Foundation?

The Chapman University Foundation operates as a supporting 501(c)(3) organization established in 1951. It channels grants primarily to university scholarships and capital projects.

## Related profiles

- [Teamster Affiliates Pension Plan](https://altss.com/profile/teamster-affiliates-pension-plan)
- [Prosperita Stiftung für die Berufliche Vorsorge](https://altss.com/profile/prosperita-stiftung-f-r-die-berufliche-vorsorge)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/chapman-university-endowment

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology