Endowment / FoundationRIA · CRD 169212

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The Community Foundation for Greater New Haven

The Community Foundation for Greater New Haven, Inc. is a state-registered investment adviser in New Haven, CT. It manages approximately $560 million in...

The Community Foundation for Greater New Haven

The Community Foundation for Greater New Haven, Inc. is a state-registered investment adviser in New Haven, CT. It manages approximately $560 million in regulatory assets. The firm has 43 employees and 2 investment advisers.

General information

Firm type

Community Foundation

Year founded

1928

Location

Region

North America

Country

United States

City

New Haven

Corporate office

New Haven, CT, United States

Principals

William W. Ginsberg

President and CEO (retired November 2024; succeeded by Karen DuBois-Walton)

Sector focus

EducationHealthcare ServicesCommunity DevelopmentArts & CultureHuman Services

Frequently asked questions

Who runs investment decisions at The Community Foundation for Greater New Haven?

Investment decisions are made by an investment committee composed of board members and external investment professionals, not by a single CIO. The foundation engages outside investment consultants to manage its portfolio across asset classes (per public filings). William W. Ginsberg serves as President and CEO, overseeing the foundation's grantmaking and operations.

How does the foundation source proprietary deal flow for its investment portfolio?

The foundation relies on its investment consultants and external managers for deal sourcing and due diligence. It does not have an internal team sourcing proprietary direct investments. This is typical for community foundations, which prioritize governance and mission alignment over proprietary deal access.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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