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UMass Memorial Health Care
UMass Memorial Health Care was established in 1998 as a non-profit health system. Eric W. Dickson holds the role of President and CEO. The organization...
UMass Memorial Health Care
UMass Memorial Health Care was established in 1998 as a non-profit health system. Eric W. Dickson holds the role of President and CEO. The organization partners with UMass Chan Medical School for clinical and research activities. The system allocates to public mutual funds and private equity. Confirmed holdings include positions in Fidelity funds and Loomis Sayles Funds. Geographic focus centers on Massachusetts with additional exposure through the investment partnership. Asset classes include PE at 6.66 percent of allocations. The organization employs 20,000 people. UMass Memorial Investment Partnership holds an estimated 617 million USD. No recent operational events from the last 24 months appear in available records. The parent entity manages philanthropic activities including a 5 million USD donation to UMass Chan Medical School Foundation in 2024. The structure ties investment activities directly to hospital operations and reserve management through a dedicated partnership vehicle. This integrates clinical delivery with endowment oversight under one non-profit parent.
General information
Firm type
Endowment / Foundation
Year founded
1998
Location
Region
North America
Country
United States
City
Worcester
Corporate office
100 Front Street Suite 200, Worcester, MA, United States
Principals
Eric W. Dickson
President and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at UMass Memorial Health Care?
Eric W. Dickson serves as President and CEO. Sergio Melgar acts as Executive Vice President and Chief Financial Officer. Decisions flow through the UMass Memorial Investment Partnership.
Does UMass Memorial Health Care participate in fund commitments or only direct deals?
The system holds mutual fund positions through the investment partnership. It also maintains a 6.66 percent allocation to PE.
Where does the underlying wealth come from?
Reserves originate from health system operations as a non-profit clinical partner of UMass Chan Medical School.
What investment stages does UMass Memorial Health Care typically target?
Allocations include buyout, early stage, expansion, secondaries, and venture strategies per recorded positions.
Profile maintained by Altss 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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