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Choate Rosemary Hall Foundation
The Choate Rosemary Hall Foundation was established in 1975 as the primary vehicle for the school's endowment and fundraising. It traces to the 1890 founding...
Choate Rosemary Hall Foundation
The Choate Rosemary Hall Foundation was established in 1975 as the primary vehicle for the school's endowment and fundraising. It traces to the 1890 founding of the boarding school in Wallingford, Connecticut. Named principals include Jason Raiti as CIO and Alex Curtis as Head of School. The foundation allocates across public equities, hedge funds and real estate. Confirmed holdings include the main campus valued at $182.9 million, the Paul Mellon Arts Center and the Kohler Environmental Center. Geographic exposure centers on the United States with one disclosed limited partnership in Resolution Property in the United Kingdom. Positions also appear in iShares Core S&P 500 ETF and Oakmark U.S. Large Cap ETF. The endowment stands at $470 million with 496 employees at the school. Additional offices are not disclosed. The foundation maintains membership in the Eight Schools Association and G30 Schools. May 2024: Reunion 2024 was held in Wallingford for alumni engagement and fundraising. The foundation operates through a dedicated investment advisor, Choate Investment Advisors, and legal counsel Choate Hall & Stewart. Governance separates the endowment from direct school operations via the incorporated entity established in 1975.
General information
Firm type
Endowment / Foundation
Year founded
1975
Location
Region
North America
Country
United States
City
Wallingford
Corporate office
333 Christian Street, Wallingford, CT 06492, United States
Principals
Jason Raiti
Chief Investment Officer
Alex Curtis
Head of School
Sector focus
Frequently asked questions
Who runs investment decisions at Choate Rosemary Hall Foundation?
Jason Raiti serves as Chief Investment Officer. He oversees allocation across equities, hedge funds and real estate holdings.
Does Choate Rosemary Hall Foundation participate in fund commitments or only direct deals?
The foundation holds limited partnership interests including Resolution Property and OF III Investors Limited Partnership.
What asset classes appear in the endowment portfolio?
Public equities, hedge funds and direct real estate form the disclosed mix. Top equity positions include Apple, Microsoft and NVIDIA.
Where does the underlying wealth come from?
The endowment supports Choate Rosemary Hall, a private boarding school founded in 1890. Returns fund scholarships and faculty grants.
How is Choate Rosemary Hall Foundation related to Choate Investment Advisors?
Choate Investment Advisors has served as the investment advisor since 2007.
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