# Montefiore Einstein

Montefiore Einstein is an Endowment / Foundation based in Bronx, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Bronx, United States
- **Region:** North America
- **Address:** 111 East 210th Street, Bronx, NY, United States
- **Founded:** 1884
- **Assets under management:** 1526 (Altss estimate)
- **Website:** www.montefiore.org

## Regulatory record

- **Reports private funds:** No

## About

Montefiore Medical Center was established in 1884 and later formed a joint venture with Albert Einstein College of Medicine. Philip O. Ozuah serves as president and CEO. The structure combines hospital operations with an endowment that funds tuition support and research. The portfolio includes direct ownership of Montefiore Nyack Hospital, Montefiore New Rochelle Hospital, Montefiore Mount Vernon Hospital, Montefiore St. Luke's Cornwall and White Plains Hospital. Additional holdings cover the Moses Campus, Einstein Campus, Hutchinson Campus and Wakefield Campus in Bronx plus a development site in White Plains. Geographic exposure centers on New York State with limited co-investments alongside Yeshiva University. The firm participates in buyout, co-investment and secondaries strategies through its asset allocation. Assets total 1526 million USD. The organization maintains two foundations: the Albert Einstein College of Medicine Endowment established in 1953 and Montefiore Medicine. It employs service providers including J.P. Morgan as investment advisor and Ernst & Young as auditor. January 2024: Philip O. Ozuah spoke at the J.P. Morgan Healthcare Conference on healthcare investment and value-based care. Montefiore Einstein operates as an integrated health system rather than a pure investment vehicle. Ownership of operating hospitals and the medical school creates a closed loop between clinical revenue and endowment deployment that distinguishes it from standard endowments.

## Sectors

- Healthcare Services

## Offices

- Tarrytown, NY, United States

## People

- Philip O. Ozuah — President and CEO of Montefiore Medicine

## Questions

### Who runs investment decisions at Montefiore Einstein?

Philip O. Ozuah serves as President and CEO of Montefiore Medicine and oversees overall direction including asset deployment.

### Does Montefiore Einstein participate in fund commitments or only direct deals?

The institution holds direct ownership stakes in multiple hospitals and real estate assets while maintaining a cryptocurrency donation position custodied at Bitpay.

### What investment stages does Montefiore Einstein typically target?

Holdings include operating hospitals and one biotechnology startup co-investment through the Albert Einstein College of Medicine.

### How is Montefiore Einstein related to Yeshiva University?

Yeshiva University retains a 49 percent interest in the Einstein joint venture following the separation of the medical school.

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

It has recorded a co-investment in Roshon Therapeutics through the Albert Einstein College of Medicine and a business partnership with Dandelion Health.

## Related profiles

- [Syncona](https://altss.com/profile/syncona)
- [MLGW Pension Fund](https://altss.com/profile/mlgw-pension-fund)

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

Canonical page: https://altss.com/profile/montefiore-einstein

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