# YMCA Retirement Fund

YMCA Retirement Fund is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 1177 Avenue of the Americas, New York, NY 10036, United States
- **Founded:** 1922
- **Assets under management:** 9.2B (Altss estimate)
- **Website:** yretirement.org
- **LinkedIn:** https://www.linkedin.com/company/ymca-retirement-fund

## Regulatory record

- **Reports private funds:** No

## About

The YMCA Retirement Fund was established in 1922 to serve YMCA employees nationwide. Michael B. Cefole serves as President and Chief Executive Officer while Hunter S. Reisner acts as Chief Investment Officer. William D. Rueckert chairs the board and Patricia Haverland serves as vice chair. The fund maintains a single mandate focused on retirement security for its participants. The portfolio spans public equity, fixed income, real assets and alternatives. Confirmed commitments include Oaktree European Principal Fund V, Blackstone Real Estate Partners, Carlyle Partners, Charlesbank VII, CVC European Equity, Horsley Bridge IX, Oaktree Mezzanine and OCM Opportunities VII/VIIB. Geographic exposure covers the United States and Europe. The fund participates as a limited partner in both private equity and real estate vehicles. The organization employs 100 professionals and maintains its headquarters at 1177 Avenue of the Americas in New York. It holds membership in the ERISA Advisory Council. In September 2024 the fund presented at the YMCA Mid-Major CVO/CEO Conference in Baton Rouge. Additional activity includes attendance at the SEO Alternative Investments Conference in March 2024 and the PERE America Forum in October 2025. The fund integrates ESG factors into its risk framework and long-term strategy. Governance centers on a board of trustees drawn from YMCA leadership and external pension experience. Service providers include JPMorgan Investor Services for custody and Shearman & Sterling for legal counsel.

## Sectors

- Private Equity
- Real Estate
- Venture Capital
- Private Credit

## People

- Michael B. Cefole — President and Chief Executive Officer
- Hunter S. Reisner — Chief Investment Officer
- William D. Rueckert — Chair of the Board of Trustees
- Patricia Haverland — Vice Chair of the Board

## Questions

### Who runs investment decisions at YMCA Retirement Fund?

Hunter S. Reisner serves as Chief Investment Officer. Michael B. Cefole acts as President and CEO. The board of trustees, chaired by William D. Rueckert, provides oversight.

### Does YMCA Retirement Fund participate in fund commitments or only direct deals?

The fund acts as a limited partner in commingled vehicles. Holdings include Oaktree European Principal Fund V and Blackstone Real Estate Partners.

### Which sectors does YMCA Retirement Fund allocate to?

Allocations cover private equity, real estate, venture capital and private credit. Public equity and fixed income form the balance of the portfolio.

### Where does YMCA Retirement Fund maintain geographic exposure?

The portfolio includes commitments in the United States and Europe. Natural resources exposure spans global strategies.

### How is YMCA Retirement Fund related to the YMCA organization?

The fund exists solely to provide retirement benefits to YMCA employees. It operates as a separate nonprofit entity with its own board and staff.

## Related profiles

- [Oreana Financial Services](https://altss.com/profile/oreana-financial-services)
- [Wesleyan Assurance Society](https://altss.com/profile/wesleyan-assurance-society)

---

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

Canonical page: https://altss.com/profile/ymca-retirement-fund

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology