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Southwestern University
Southwestern University was established in 1840 and operates as a private liberal arts college in Georgetown, Texas. Its endowment supports an integrated...
Southwestern University
Southwestern University was established in 1840 and operates as a private liberal arts college in Georgetown, Texas. Its endowment supports an integrated curriculum spanning humanities, fine arts, social sciences, and music. The endowment deploys capital into private equity, real estate, natural resources, and private credit. Confirmed holdings include positions through Commonfund and Fayez Sarofim & Company. Geographic exposure centers on the United States with additional allocations to diversified strategies. The university also holds direct real estate assets including the main campus and the SU 560 mixed-use development project. The institution employs 703 people. It maintains a supporting foundation and participates in networks such as the Associated Colleges of the South. Recent campus projects include new residence halls opened for the Spring 2026 semester. The university maintains a Methodist affiliation that shapes board composition, with a portion of trustees elected by church conferences.
General information
Firm type
Endowment / Foundation
Year founded
1840
Location
Region
North America
Country
United States
City
Georgetown
Corporate office
1001 East University Avenue, Georgetown, TX 78626, United States
Principals
Laura Skandera Trombley
President
Melissa T. Anderson
Chair of the Board of Trustees
Sector focus
Frequently asked questions
Who runs investment decisions at Southwestern University?
Laura Skandera Trombley serves as president. Melissa T. Anderson chairs the Board of Trustees. External advisors Commonfund and Fayez Sarofim & Company manage portions of the endowment.
Does Southwestern University participate in fund commitments or only direct deals?
The endowment holds limited partner positions in vehicles advised by Commonfund and Fayez Sarofim & Company. It also owns direct real estate assets including campus properties and development land.
What asset classes does Southwestern University target?
Confirmed allocations include private equity, real estate, natural resources, and private credit. A student-managed portion invests through the Financial Analyst Program.
Where does Southwestern University maintain investment exposure?
Primary exposure is in the United States. Holdings include domestic private equity and real estate assets in Texas.
How is Southwestern University related to the United Methodist Church?
The university is a Methodist-affiliated institution. A portion of the Board of Trustees is elected by church conferences.
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