# Sheppard Pratt Investment

Sheppard Pratt Investment is an Endowment based in Baltimore, United States.

## Overview

- **Organization type:** Endowment
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** 6501 N. Charles Street, Baltimore, MD 21204, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** sheppardpratt.org
- **LinkedIn:** https://www.linkedin.com/company/sheppard-investment-group

## Regulatory record

- **Reports private funds:** No

## About

Sheppard Pratt Investment Inc is a US-based endowment plan with approximately $159 million in assets across 17 funds. It focuses on North America.

## Sectors

- Healthcare Services
- Real Estate
- Behavioral Health

## People

- Harsh K. Trivedi — President and CEO
- Jennifer W. Reynolds — Investment Committee Member
- Michelle Brandenburg — Investment Committee Member

## Questions

### Who runs investment decisions at Sheppard Pratt Investment?

President and CEO Harsh K. Trivedi oversees the investment function alongside his system leadership role. The investment committee includes external advisors Jennifer W. Reynolds and PNC's Michelle Brandenburg, providing governance and external perspective.

### How does Sheppard Pratt Investment source proprietary deal flow?

The primary channel is a strategic partnership with Concord Health Partners, a health-care-focused investment firm where Trivedi serves as a special advisor. Trivedi's board and investment-committee role at the American Hospital Association also provides visibility into health-system innovation and operator networks that inform sourcing.

### What is Sheppard Pratt Investment's real estate footprint?

The portfolio includes the flagship Towson campus in Baltimore County, mixed-use holdings on North Charles Street in Baltimore, the University Village development with MEDCO, a warehouse in Elkridge, and commercial property in Mt. Vernon, among others. The firm holds real estate directly through Sheppard Pratt Properties LLC.

### How is Sheppard Pratt Investment related to the Sheppard and Enoch Pratt Foundation?

The foundation is a separate philanthropic entity linked by shared history and governance through the Sheppard Pratt Health System. The foundation holds charitable assets, while Sheppard Pratt Investment manages the health system's institutional endowment, with legal separation between the two pools.

### Does Sheppard Pratt Investment focus exclusively on behavioral health?

While the originating mission is behavioral health, the investment strategy extends to general healthcare services and Maryland-centric real estate. The Concord Health Partners partnership channels capital toward health-care innovation broadly, and the direct real estate portfolio includes mixed-use and industrial assets not tied to clinical operations.

## Related profiles

- [Shepherd Kaplan](https://altss.com/profile/shepherd-kaplan)
- [Sherkar Wealth Management](https://altss.com/profile/sherkar-wealth-management)

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

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