Also known as LU Endowment
Lehigh University Endowment held an investment portfolio valued at $1.75 billion as of June 30, 2023, invested in publicly traded equities, fixed-income securities, private equity, real estate, real assets, natural resources, hedge funds, and cash. Returns over 1 year, 3 years, 5 years, and 10 years were 7.5%, 12%, 8.8%, and 8.1%, against benchmark returns of 8.6%, 9.7%, 7.9%, and 8.2%, respectively. Its private equity consists of buyout, private equity growth-expansion, and venture capital strategies across Europe, North America, Africa, and Oceania. The executive management team governs the endowment's investments, with Mr. Kristin Agatone as Chief Investment Officer.
Public filings matched to Lehigh University Endowment across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more endowment plans and other institutional investors by location and type in the LPbacked limited-partner database.
Lehigh University Endowment is a endowment plan based in Bethlehem, United States, managing approximately $1.8B in assets.
Lehigh University Endowment is headquartered in Bethlehem, United States.
Lehigh University Endowment manages approximately $1.8B in assets under management.
Lehigh University Endowment focuses on Buyout, Debt - General, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital.
Verified contact details, key decision-makers, and investment preferences for Lehigh University Endowment are available on LPbacked. Create a free account to access them.