Unitarian Universalist Common Endowment Fund

Also known as UUCEF

Endowment PlanBoston, United StatesFounded 2008
$270M
Assets Under Management
Boston
Headquarters

About Unitarian Universalist Common Endowment Fund

Unitarian Universalist Common Endowment Fund's investment portfolio is valued at $272.74 million as of September 30, 2024, with investments in domestic and international equity, fixed income, private equity, special opportunities, and cash. Its return for the quarter, 1 year, 3 years, 5 years, 7 years, and 10 years were 1.8%, 20.6%, 2.7%, 7.4%, 7.0%, and 6.6%, compared to the benchmark return of 1.9%, 23.2%, 5.3%, 8.9%, 7.8%, and 7.2%, respectively. Investments in private equity include buyouts, mezzanine, private equity growth expansion, private debt, diversified private equity, and venture capital fund strategies. The endowment is open to first-fund investments. The fund's investments are governed by the executive management team, with Mr. David Valentine serving as Vice President, Finance & Investments & Member of the Investment Committee. NEPC serves as the LP Consultant.

Preferred Investment Types

BuyoutDebt - GeneralPrivate EquityGrowth/ExpansionMezzanineVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAlaskaAmericasAsiaBay AreaCaliforniaCanadaDC MetroEuropeGreat LakesGuamHawaiiMid AtlanticMiddle EastMidwestMountainNew EnglandNew York Metro

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Frequently asked questions

What type of investor is Unitarian Universalist Common Endowment Fund?

Unitarian Universalist Common Endowment Fund is a endowment plan based in Boston, United States, managing approximately $270M in assets.

Where is Unitarian Universalist Common Endowment Fund headquartered?

Unitarian Universalist Common Endowment Fund is headquartered in Boston, United States.

How much does Unitarian Universalist Common Endowment Fund manage?

Unitarian Universalist Common Endowment Fund manages approximately $270M in assets under management.

When was Unitarian Universalist Common Endowment Fund founded?

Unitarian Universalist Common Endowment Fund was founded in 2008.

What does Unitarian Universalist Common Endowment Fund invest in?

Unitarian Universalist Common Endowment Fund focuses on Buyout, Debt - General, Private Equity, Growth/Expansion, Mezzanine, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Unitarian Universalist Common Endowment Fund?

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