# Mercersburg Academy

Mercersburg Academy is an Endowment / Foundation based in Mercersburg, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Mercersburg, United States
- **Region:** North America
- **Address:** 100 Academy Drive, Mercersburg, PA 17236, United States
- **Founded:** 1893
- **Assets under management:** Undisclosed
- **Website:** mercersburg.edu
- **LinkedIn:** https://www.linkedin.com/school/mercersburg-academy/

## Regulatory record

- **Reports private funds:** No

## About

Mercersburg Academy was established in 1893 as an independent coeducational college-preparatory boarding and day school. Its endowment receives support from alumni, parents, and foundations including the Deborah Joy Simon Foundation and the Lenfest Foundation. The Regents of the Mercersburg College entity governs both the school and the endowment. The endowment pursues a diversified strategy that includes private equity, real estate, distressed and turnaround situations, and early-stage venture commitments. Confirmed positions include an alternative investment portfolio and a holding through 226 Capital. Geographic exposure covers North America, Europe, Asia, and South America. The portfolio also incorporates philanthropic and mission-related investments alongside traditional asset classes. The school employs 153 professionals and maintains a 300-acre campus with facilities such as the Burgin Center for the Arts and the Goldthorpe Athletic Complex. Adjacent vehicles include the Deborah Joy Simon Foundation and the Lenfest Foundation. February 2025: Participated as speaker at Mexico PE Day discussing private equity strategies and endowment management. Governance occurs through the Board of Regents and a dedicated Investment Committee that includes members with operating experience at firms such as PC Capital and prior Vanguard affiliation. This structure separates school operations from investment decisions while linking both to the same 501(c)(3) entity.

## Sectors

- Education
- Diversified

## People

- Stacee J. Bain — President of the Board of Regents
- Pablo Coballasi — Member of the Investment Committee
- Joseph Huber — Regent Emeritus and Special Member of the Investment Committee

## Questions

### Who runs investment decisions at Mercersburg Academy?

The Investment Committee of the Board of Regents manages decisions. Pablo Coballasi serves on the committee and leads PC Capital. Joseph Huber participates as Regent Emeritus with prior Vanguard board experience.

### Does Mercersburg Academy participate in fund commitments or only direct deals?

The endowment acts as a limited partner in funds and holds direct positions. Examples include commitments through 226 Capital and an alternative investment portfolio.

### What investment stages does Mercersburg Academy typically target?

The endowment covers early-stage seed and startup investments, expansion and late-stage opportunities, buyouts, distressed debt, and secondaries.

### Which sectors does Mercersburg Academy explicitly target?

Confirmed focus areas include FinTech, robotics and automation, healthcare services, EdTech, digital health, and space technology.

### How is Mercersburg Academy related to its major donors?

Deborah Simon, an alumna, pledged $100 million in 2013 through her foundation. Gerry Lenfest, class of 1949, supported scholarships and facilities through the Lenfest Foundation.

## Related profiles

- [Irish Forestry Unit Trust](https://altss.com/profile/irish-forestry-unit-trust)
- [Rochester Area Community Foundation](https://altss.com/profile/rochester-area-community-foundation)

---

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

Canonical page: https://altss.com/profile/mercersburg-academy

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