Endowment / FoundationRIA · CRD 178515SEC-RegisteredPrivate Fund Adviser

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Stanford Management Company

Stanford Management Company (SMC) invests Stanford University’s Endowment and other financial assets. Established in 1991, it manages the Merged Pool.

Stanford Management Company logo

Stanford Management Company

Stanford Management Company (SMC) invests Stanford University’s Endowment and other financial assets. Established in 1991, it manages the Merged Pool. The pool holds substantially all of Stanford’s investable endowment assets to support operations and preserve purchasing power.

General information

Firm type

Endowment / Foundation

Year founded

1991

Location

Region

North America

Country

United States

City

Stanford

Corporate office

635 Knight Way, Stanford, CA 94305

Principals

Robert Wallace

Chief Executive Officer and Chief Investment Officer

Sector focus

DiversifiedBusiness ServicesHealthcare

Frequently asked questions

Who runs investment decisions at Stanford Management Company?

Robert Wallace serves as both Chief Executive Officer and Chief Investment Officer. He oversees the Merged Pool and reports to university leadership.

Does Stanford Management Company participate in fund commitments or only direct deals?

SMC commits to funds and also holds direct positions. It maintains long-term relationships with Sequoia Capital and Kleiner Perkins while owning stakes in Circle, Chime and Navan.

What asset classes does Stanford Management Company target?

The firm allocates across private equity, venture capital, public equities, natural resources and real estate. Private equity carries a 37 percent target allocation.

Where does Stanford Management Company invest geographically?

Core exposure is in North America. Additional positions include emerging markets via the iShares MSCI Emerging Markets ETF and Japan via the iShares MSCI Japan ETF.

How is Stanford Management Company related to Stanford University?

SMC is an internal office of the university established in 1991. It manages the endowment to support operations and preserve purchasing power for future generations.

Does Stanford Management Company maintain philanthropic structures?

Yes. It administers the Stanford Charitable Trust Program, which manages charitable remainder unitrusts and other life-income gifts with more than $1 billion under management.

What investment stages does Stanford Management Company cover?

The firm pursues early-stage venture, growth equity, buyouts and co-investments. Its strategy list includes seed, start-up, expansion and distressed debt opportunities.

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