# Unitarian Universalist Common Endowment Fund (UUCEF)

Unitarian Universalist Common Endowment Fund (UUCEF) is an Endowment / Foundation based in Boston, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** 24 Farnsworth Street, Boston, MA 02210, United States
- **Founded:** 2012
- **Assets under management:** 294 (Altss estimate)
- **Website:** uucef.org
- **LinkedIn:** https://www.uucef.org

## Regulatory record

- **Reports private funds:** No

## About

The Unitarian Universalist Common Endowment Fund was formed in October 2012 when it separated from the former General Investment Fund of the Unitarian Universalist Association. The UUA continues to provide oversight and places endowment, trust and congregational assets into the vehicle for long-term management. Investment deployment spans private equity, real estate and public equities. Confirmed holdings include Brockton Capital Fund III, UK Sterling Pooled Real Estate Fund and Stone Castle FICA for Impact. The fund also maintains limited partner positions in Acadian Emerging Markets, Generation Global Equity Fund, SJF Ventures, HCAP Partners IV LP and Ownership Capital. Geographic exposure covers North America, Europe, Asia, Africa and South America. Five percent of assets target community investing vehicles that support low-income areas and justice initiatives. The fund employs New England Pension Consultants as investment advisor and maintains relationships with US Bank as custodian and CBIZ CPAs P.C. as auditor. It participates in UUA General Assembly events and holds quarterly investor calls, including the February 2026 session covering 2025 performance and 2026 priorities. Memberships include the Interfaith Center on Corporate Responsibility and Principles for Responsible Investment. The fund's structure channels capital exclusively through the parent Unitarian Universalist Association, which sets the socially responsible mandate and integrates shareholder advocacy, positive and negative screening, and direct community investments into a single endowment vehicle for member congregations.

## Sectors

- ClimateTech
- Energy Transition & Renewables
- Private Equity
- Real Estate
- ESG

## People

- Mathew Jensen — Senior Investment Officer
- Dave Valentine — Vice President of Finance & Investments

## Questions

### Who runs investment decisions at UUCEF?

Mathew Jensen serves as Senior Investment Officer and Dave Valentine serves as Vice President of Finance & Investments. Both report through the Unitarian Universalist Association structure.

### How does UUCEF source proprietary deal flow?

The fund relies on relationships with the Interfaith Center on Corporate Responsibility and direct outreach to community development financial institutions for mission-aligned opportunities.

### Does UUCEF participate in fund commitments or only direct deals?

UUCEF makes both fund commitments and direct community investments. Holdings include limited partner positions in Brockton Capital Fund III and SJF Ventures alongside direct community investment vehicles.

### What investment stages does UUCEF typically target?

The fund targets early stage and growth opportunities through its venture and private equity allocations while maintaining public equity and real estate exposure.

### What is UUCEF's known posture on co-investments alongside external GPs?

The fund acts as a limited partner in external funds and does not lead co-investments directly.

## Related profiles

- [Labrum Wealth Management](https://altss.com/profile/labrum-wealth-management)
- [FPMA](https://altss.com/profile/fpma)

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

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