Endowment / Foundation

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Helios Education Foundation

Helios Education Foundation was established in 2004 by Vince Roig after the sale of his student loan services company. Roig and his wife Jane LaRocca Roig...

Helios Education Foundation logo

Helios Education Foundation

Helios Education Foundation was established in 2004 by Vince Roig after the sale of his student loan services company. Roig and his wife Jane LaRocca Roig continue to serve on the board, with Paul J. Luna handling day-to-day operations as President and CEO. The endowment was seeded with proceeds from that transaction and remains focused on education outcomes in two states. The foundation allocates capital across private equity, real estate, and infrastructure. Its 21 percent private equity exposure sits alongside direct ownership of the Helios Education Campus in Phoenix and a regional office in Tampa. Confirmed grants include $2.5 million to Northern Arizona University in 2026 and $2 million to Florida International University. Geographic reach covers Arizona and Florida, with partnerships such as Arizona State University and Teach for America. The organization maintains a headquarters campus that also houses strategic partners and an art collection. Additional offices operate in Tampa. Board member Jim Swanson leads Kitchell, providing operational ties. A July 2025 webinar appearance addressed scholarship design and student retention. The foundation reports no separate philanthropic vehicle beyond its core grantmaking structure. Helios maintains a direct ownership model for its campus and endowment assets rather than external fund commitments. Governance rests with the Roig family and a small board that includes local business leaders. This structure ties investment decisions closely to the founding family's education mandate and regional focus.

General information

Firm type

Endowment / Foundation

Year founded

2004

Location

Region

North America

Country

United States

City

Phoenix

Corporate office

4747 N 32nd St, Phoenix, AZ 85018, United States

Additional offices

Tampa, FL, United States

Principals

Vince Roig

Founding Chairman

Jane LaRocca Roig

Vice Chair of the Board

Paul J. Luna

President and CEO

Sector focus

EducationReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Helios Education Foundation?

Paul J. Luna serves as President and CEO. The board includes founding chairman Vince Roig and vice chair Jane LaRocca Roig.

How does Helios Education Foundation source proprietary deal flow?

The foundation relies on regional partnerships in Arizona and Florida, including Arizona State University and local education networks.

Does Helios Education Foundation participate in fund commitments or only direct deals?

It holds a 21 percent allocation to private equity and maintains direct ownership of its Phoenix campus and Tampa office.

What investment stages does Helios Education Foundation typically target?

The foundation focuses on grants and program support rather than venture stages, with some early-stage and expansion exposure noted in strategy records.

Where does the underlying wealth come from?

The endowment originated from the 2004 sale of Southwest Student Services Corporation by Vince Roig to SLM Corporation.

Does Helios Education Foundation maintain philanthropic structures, and how are they separated?

All grantmaking occurs through the single public charity entity with no separate foundation disclosed.

What is Helios Education Foundation's known posture on co-investments alongside external GPs?

It maintains co-investor relationships such as with Arizona State University on the Helios Decision Center for Educational Excellence.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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