Asset ManagerRIA · CRD 134804SEC-Registered

Updated:

NCU Investment Solutions

NCU INVESTMENT SOLUTIONS is an SEC-registered investment adviser in SMITHFIELD, RI. The firm manages $108 million in assets, $94 million on a discretionary...

NCU Investment Solutions

NCU INVESTMENT SOLUTIONS is an SEC-registered investment adviser in SMITHFIELD, RI. The firm manages $108 million in assets, $94 million on a discretionary basis. It has 8 employees and 6 investment advisers.

General information

Firm type

Asset Manager

Location

Region

Latin America

Country

Jamaica

Frequently asked questions

What is NCU Investment Solutions' relationship to Northern Caribbean University?

NCU Investment Solutions functions as the dedicated investment management vehicle for Northern Caribbean University, a private Seventh-day Adventist institution in Mandeville, Jamaica. It manages the university's endowment and related institutional pools, operating under the fiduciary oversight of the university's board rather than as a standalone commercial entity. The precise legal structure and separation of assets between the university and the investment arm have not been publicly detailed.

What asset classes does NCU Investment Solutions invest in?

The firm's portfolio spans Caribbean-listed equities, sovereign and corporate fixed-income instruments, and real estate. Public regulatory filings indicate holdings in Jamaican Government bonds and select Jamaica Stock Exchange equities. There is no public record of the firm participating in private equity, venture capital, or direct co-investment structures common among larger family offices or multi-family-office platforms.

Does NCU Investment Solutions report its assets under management?

No. The firm does not publicly disclose its assets under management, nor does it appear on major allocator databases with a confirmed AUM figure. Its operations are tied to the Northern Caribbean University endowment, whose size the university also does not regularly publish in audited, publicly accessible formats.

Is NCU Investment Solutions structured as a family office?

No. Although occasionally miscategorized due to the blurred lines around university-linked investment vehicles, NCU Investment Solutions operates as an institutional asset manager for a single university endowment — not a family office. It bears a closer resemblance to a university investment office than to a private family office or multi-family-office platform. There is no evidence of it managing capital for external high-net-worth families or offering wealth-management services.

Which geographic markets does NCU Investment Solutions focus on?

The firm concentrates on Jamaica, where its parent university is based, and maintains selective exposure to other Caribbean Community (CARICOM) countries. It also invests in US-dollar-denominated emerging-market sovereign debt, providing a hard-currency overlay to its predominantly Jamaica-dollar and Caribbean-dollar asset base. There is no public indication of direct investments in North American private markets or European assets.

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