# Pomona College Endowment Fund

Pomona College Endowment Fund is an Endowment / Foundation based in Claremont, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Claremont, United States
- **Region:** North America
- **Address:** 333 N. College Way, Claremont, CA, United States
- **Founded:** 1887
- **Assets under management:** 3250 (Altss estimate)
- **Website:** investments.pomona.edu

## Regulatory record

- **Reports private funds:** No

## About

The Pomona College Endowment Fund was established alongside the college in 1887. It functions as a dedicated investment vehicle funded by donations. David S. Wallace leads day-to-day management while an investments committee provides oversight. The fund allocates across public equities, private equity funds, timberland, energy land, and real property. Confirmed commitments include limited partnership interests in Apax Partners, IK Partners, Europa Capital, Sevin Rosen Funds, and Polaris Partners. Geographic exposure centers on the United States and the United Kingdom. Direct real estate holdings concentrate in Claremont, California, and include mixed-use parcels plus faculty housing. The endowment reports $3.25 billion in assets. It maintains an office of real property that oversees campus-adjacent holdings. The firm belongs to NACUBO. No material operational changes occurred in the last 24 months. Governance rests with the college board and its investments committee rather than a separate family entity. This ties investment decisions directly to institutional academic priorities and long-term spending rules.

## Sectors

- Real Estate
- Private Equity

## People

- David S. Wallace — Chief Investment Officer
- Peter Sasaki — Chair of the Investments Committee
- Jeff Parks — Vice Chair of the Investments Committee
- Wei Hopeman — Investments Committee Member
- Bobby Lee — Investments Committee Member

## Questions

### Who runs investment decisions at Pomona College Endowment Fund?

David S. Wallace serves as Chief Investment Officer. An investments committee chaired by Peter Sasaki provides oversight and includes Jeff Parks, Wei Hopeman, and Bobby Lee.

### Does Pomona College Endowment Fund participate in fund commitments or only direct deals?

The fund holds limited partnership interests in multiple private equity firms. It also maintains direct ownership of real property and timber and energy land holdings.

### What asset classes appear in the Pomona College Endowment Fund portfolio?

Public equities, private equity funds, timberland, energy-producing land, and mixed-use real estate in Claremont, California form the main exposures.

### Where does the Pomona College Endowment Fund maintain geographic exposure?

Core holdings sit in the United States with additional private equity commitments in the United Kingdom.

### How is the Pomona College Endowment Fund related to the college itself?

The endowment operates as a permanent pool inside Pomona College. Returns directly fund scholarships, faculty research, and institutional operations.

### Which service providers support Pomona College Endowment Fund operations?

KPMG serves as auditor. TIAA, Fidelity Investments, and The Vanguard Group administer retirement plans.

## Related profiles

- [SIDBI Venture Capital](https://altss.com/profile/sidbi-venture-capital)
- [Northwest Carpenters Retirement Plan](https://altss.com/profile/northwest-carpenters-retirement-plan)

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

Canonical page: https://altss.com/profile/pomona-college-endowment-fund

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