LP Profile

Montana State University Alumni Foundation

Also known as MSUAF

Endowment PlanBozeman, United StatesFounded 1946
$265M
Assets Under Management
Bozeman
Headquarters
Investment Focus

About Montana State University Alumni Foundation

Montana State University Alumni Foundation's investment portfolio is valued at over $264.09 million, as of June 30, 2023, with investments in private equity, real estate, hedge funds, real assets, natural resources, public-traded equity, fixed income, and cash. As of June 30, 2023, the private equity portfolio was valued at $46.2 million, representing 17.5% of the total portfolio. This is a decrease compared to June 30, 2022, when the private equity portfolio was valued at $47.9 million. Investments in private equity include buyout, private growth equity, and venture capital fund strategies spread across the globe. As of June 30, 2023, the real asset portfolio was valued at $29.71 million. The endowment's investments are governed by the Board of Governors. Ms. Fran Albrecht serves as President & Chief Executive Officer.

Preferred Investment Types

BuyoutDirect LendingPrivate EquityGrowth/ExpansionHedge FundMetals & MiningReal Assets & Natural Resources - GeneralReal Estate DebtVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
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FAQ

Frequently asked questions

What type of investor is Montana State University Alumni Foundation?

Montana State University Alumni Foundation is a endowment plan based in Bozeman, United States, managing approximately $265M in assets.

Where is Montana State University Alumni Foundation headquartered?

Montana State University Alumni Foundation is headquartered in Bozeman, United States.

How much does Montana State University Alumni Foundation manage?

Montana State University Alumni Foundation manages approximately $265M in assets under management.

When was Montana State University Alumni Foundation founded?

Montana State University Alumni Foundation was founded in 1946.

What does Montana State University Alumni Foundation invest in?

Montana State University Alumni Foundation focuses on Buyout, Direct Lending, Private Equity, Growth/Expansion, Hedge Fund, Metals & Mining, Real Assets & Natural Resources - General, Real Estate Debt.

How can I contact Montana State University Alumni Foundation?

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