# Loyola Marymount University (LMU)

Loyola Marymount University (LMU) is an Endowment / Foundation based in Los Angeles, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** 1 LMU Drive, Los Angeles, CA 90045, United States
- **Founded:** 1865
- **Assets under management:** Undisclosed
- **Website:** lmu.edu
- **LinkedIn:** https://www.linkedin.com/school/loyola-marymount-university/

## Regulatory record

- **Reports private funds:** No

## About

Loyola Marymount University was founded in 1865 and operates as a private Jesuit and Marymount research institution. Thomas Poon serves as president while the endowment provides ongoing financial support for academic programs and campus facilities. The endowment holds positions across public equities, private equity, real estate, and venture vehicles. Confirmed holdings include a 15 percent allocation to the Blackrock USA IMI with Expanded Fossil Fuel Exclusions Index Fund. Geographic exposure centers on North America with additional commitments to global strategies. The university maintains a direct deal program and co-investment capacity through its LMU Venture Capital Fund. The endowment employs 615 staff across the broader university. Additional assets include the Westchester Main Campus, Downtown Law Campus, and Playa Vista Campus. A 2025 Day of Giving event raised funds for scholarships and programs. Investment decisions rest with the treasury office under board oversight, with the Responsible Investment Advisory Committee guiding ESG implementation and fossil fuel exclusions.

## Sectors

- ClimateTech
- Energy Transition & Renewables
- PropTech
- Media & Entertainment

## People

- Thomas Poon — President
- Aimee Uen — Senior Vice President and Chief Financial Officer
- Fidel Aguayo — Vice President of Treasury and Investment

## Questions

### Who runs investment decisions at Loyola Marymount University (LMU)?

Fidel Aguayo serves as Vice President of Treasury and Investment. Aimee Uen acts as Senior Vice President and Chief Financial Officer. The Responsible Investment Advisory Committee provides ESG guidance.

### Does LMU participate in fund commitments or only direct deals?

The endowment maintains both fund commitments and a direct deal program. It owns the LMU Venture Capital Fund through the College of Business Administration.

### What is LMU's known posture on co-investments alongside external GPs?

The endowment holds capacity for co-investments. It lists co-investment among its confirmed strategies alongside buyout and venture approaches.

### Which sectors does LMU explicitly avoid?

The endowment applies fossil fuel exclusions through its Blackrock index fund allocation representing over 15 percent of assets. It maintains a formal Responsible Investment Policy.

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- [Bernard Osher Foundation](https://altss.com/profile/bernard-osher-foundation)
- [Investinor](https://altss.com/profile/investinor)

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

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