# National Audubon Society Cash Balance Pension Plan

National Audubon Society Cash Balance Pension Plan is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 225 Varick Street 7th Floor, New York, NY, United States
- **Founded:** 1905
- **Assets under management:** 271 (Altss estimate)
- **Website:** www.audubon.org
- **LinkedIn:** https://www.linkedin.com/company/national-audubon-society

## Regulatory record

- **Reports private funds:** No

## About

The National Audubon Society established its cash balance pension plan to deliver defined retirement benefits to eligible staff. The society itself dates to 1905 and focuses on bird habitat protection through advocacy and education programs. The plan holds positions in Siguler Guff Distressed Opportunities Fund and Siguler Guff Small Buyout Fund. It also owns a minority interest in Related Opportunistic Real Estate Fund and maintains stakes in SPYX, BAGIX, and Metis US Climate Aligned Index Portfolio. Allocations span the United States with emphasis on North American markets. Cambridge Associates has served as investment advisor since 2020. Grant Thornton LLP acts as auditor. The plan participates in the Council of Institutional Investors through historical board connections. Governance ties the plan directly to the society's 501(c)(3) structure, with investment decisions informed by the organization's conservation mandate rather than external LP commitments.

## Sectors

- Private Equity
- Real Estate
- ESG

## People

- Elizabeth Gray — CEO
- Victor Hymes — Board Member
- Ajay Shah — Board Member
- Greg Giesler — Board Member

## Questions

### Who runs investment decisions at National Audubon Society Cash Balance Pension Plan?

Elizabeth Gray serves as CEO of the National Audubon Society. Board members Victor Hymes, Ajay Shah, and Greg Giesler provide oversight. Cambridge Associates acts as external investment advisor.

### Does the plan participate in fund commitments or only direct deals?

The plan holds limited partner interests in Siguler Guff Distressed Opportunities Fund and Siguler Guff Small Buyout Fund. It also maintains a minority ownership stake in Related Opportunistic Real Estate Fund.

### What asset classes does the plan currently hold?

Holdings include private equity funds, opportunistic real estate, common trust funds, beneficial interests in trusts, and public positions in equity, fixed income, and climate-aligned ETFs.

### How does the plan incorporate ESG criteria?

The plan applies a mission-aligned investment policy that includes a bird-friendly portfolio screen. It integrates Sustainable and Impact Investing research into manager selection.

## Related profiles

- [Allegheny College](https://altss.com/profile/allegheny-college)
- [Private Investor Club](https://altss.com/profile/private-investor-club)

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

Canonical page: https://altss.com/profile/national-audubon-society-cash-balance-pension-plan

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