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Claremont Graduate University
Claremont Graduate University was founded in 1925 as the graduate institution within the seven-college Claremont consortium. The endowment, now chaired by...
Claremont Graduate University
Claremont Graduate University was founded in 1925 as the graduate institution within the seven-college Claremont consortium. The endowment, now chaired by Laila Pence of Pence Wealth Management, supports a research-focused mission that has recently faced significant financial headwinds. Board Chair Jeanne Holm, a former Deputy Mayor of Los Angeles, oversees governance alongside Vice Chairs Deron Marquez and Juanita Dawson. The endowment deploys capital across venture stages, from pre-seed and seed to Series A rounds, with confirmed interest in sectors such as EdTech, ClimateTech, FinTech, and Robotics & Automation. The investment approach blends direct allocations with a wide campus-based asset footprint — including the Ron W. Burkle Building and Oasis Residential Commons — tying financial strategy to physical plant decisions across the consortium and broader North American opportunities. A consortium member alongside Pomona College and Scripps College, CGU shares resources through The Claremont Colleges Services. In 2024, Scripps College purchased the CGU Art Building, realigning property holdings internally. In December 2025, the university entered exclusive negotiations with Pomona College for a strategic partnership or acquisition (Altss research), signaling a structural shift that may reshape how the approximately $200M (Altss estimate) endowment is governed and deployed. CGU’s distinct structure as a graduate-only institution within a consortium of undergraduate-focused colleges creates a unique endowment mandate. Unlike its peers, its capital supports no undergraduate programs, allowing investment and operational decisions — including real asset sales and potential mergers — to be calibrated entirely to graduate research and doctoral output.
General information
Firm type
Endowment / Foundation
Year founded
1925
Location
Region
North America
Country
United States
City
Claremont
Corporate office
Claremont, CA, United States
Principals
Jeanne Holm
Chair of the Board of Trustees
Deron Marquez
Vice Chair of the Board of Trustees
Juanita Dawson
Vice Chair of the Board of Trustees
Laila Pence
Chair of the Investment Committee
Sector focus
Frequently asked questions
Who runs investment decisions at Claremont Graduate University's endowment?
Laila Pence, President of Pence Wealth Management, chairs the Investment Committee (Altss research). The Board of Trustees — led by Chair Jeanne Holm, with Vice Chairs Deron Marquez and Juanita Dawson — holds ultimate fiduciary authority over endowment governance.
What is CGU's recent posture toward co-investments and institutional partnerships?
The endowment does not publicly disclose a co-investment program. However, CGU's membership in The Claremont Colleges consortium creates shared infrastructure and occasional inter-college asset deals, such as Scripps College's purchase of the CGU Art Building in 2024 (Altss research).
How does CGU's endowment differ from other Claremont Colleges endowments?
CGU is the only graduate-only institution in the consortium. Its endowment supports exclusively master's and doctoral programs, with no undergraduate spending obligations. This allows a narrower investment mandate focused on advanced research facilities, graduate fellowships, and faculty chairs.
What investment stages does CGU's endowment target?
The endowment targets pre-seed, seed, and Series A venture capital opportunities (Altss research). It also manages a portfolio of campus real assets — including the Oasis Residential Commons and Ron W. Burkle Building — indicating a mixed allocation to physical property alongside early-stage equity positions.
Why is CGU in exclusive negotiations with Pomona College?
In December 2025, CGU entered exclusive negotiations with Pomona College for a potential strategic partnership or acquisition (Altss research). The talks follow over a decade of operating deficits at CGU and represent a potential structural consolidation within the Claremont consortium.
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