# Montgomery Bell Academy Pension Plan

Montgomery Bell Academy Pension Plan is a Pension Fund based in Nashville, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Nashville, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Founded:** 1966
- **Assets under management:** 10 (Altss estimate)
- **Website:** montgomerybell.edu
- **LinkedIn:** https://www.montgomerybell.edu

## Regulatory record

- **Reports private funds:** No

## About

The Montgomery Bell Academy Pension Plan was established in 1966 alongside the school. William F. Carpenter has chaired the Board of Trustees for multiple terms while also serving as former CEO of LifePoint Health. The plan deploys assets across buyout, distressed debt, early-stage venture, and fund-of-funds strategies. Named trustees include Richard Fitzgerald of CapitalSpring and Pete DeLay of Lynwood Ventures. Geographic exposure centers on North America with secondary activity in Europe through co-investors. The plan covers roughly 10 million USD in assets under the oversight of the Endowment Investment Committee. Additional offices are not maintained. William F. Carpenter III currently chairs the board and FirstBank. Trustee composition ties investment decisions directly to the school's operating leadership rather than external CIOs or multi-client platforms.

## People

- Richard Fitzgerald — Member of the Endowment Investment Committee
- William F. Carpenter — Chairman of the Board of Trustees
- William F. Carpenter III — Chair of the Board of Trustees

## Questions

### Who runs investment decisions at Montgomery Bell Academy Pension Plan?

Richard Fitzgerald and other trustees on the Endowment Investment Committee review allocations. William F. Carpenter III chairs the board that oversees the committee.

### Does Montgomery Bell Academy Pension Plan participate in fund commitments or only direct deals?

The plan uses both fund-of-funds vehicles and direct co-investments. Strategy tags include buyout, distressed debt, and early-stage venture.

### What investment stages does Montgomery Bell Academy Pension Plan typically target?

The plan targets early-stage seed through expansion and late-stage opportunities along with distressed situations.

### How is Montgomery Bell Academy Pension Plan related to the school?

The plan exists solely to provide retirement benefits to employees of Montgomery Bell Academy.

## Related profiles

- [Nicholas B. Ottaway Foundation](https://altss.com/profile/nicholas-b-ottaway-foundation)
- [Baltic Business Angels](https://altss.com/profile/baltic-business-angels)

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

Canonical page: https://altss.com/profile/montgomery-bell-academy-pension-plan

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