LP Profile

University of Michigan Endowment

Also known as UM Endowment

Endowment PlanAnn Arbor, United States
$19.2B
Assets Under Management
Ann Arbor
Headquarters
Investment Focus

About University of Michigan Endowment

The University of Michigan Endowment's investment portfolio is valued at $19.16 billion, as of June 30, 2024, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly traded equities, fixed-income securities, cash, and other alternative assets class funds. As of June 30, 2024, the private equity portfolio was valued at $6.24 billion, representing 32.6% of the total portfolio. The private equity allocation consists of $4.3 billion invested in venture capital. This is an increase in allocation as compared to June 30, 2023, when the private equity portfolio was valued at $5.86 billion. Investments in private equity include buyouts, co-investment, private debt, fund of funds, diversified private equity, mezzanine, private growth equity, distressed debt, and venture capital fund strategies. As of June 30, 2024, the infrastructure & natural resources portfolio was valued at $2.44 billion. The endowment's investments are governed by the executive management team, with Mr. Erik Lundberg serving as Chief Investment Officer.

Preferred Investment Types

AgricultureBuyoutCo-InvestmentCollateralized Loan Obligation (CLO)Credit Special SituationsDebt - GeneralDirect LendingDistressed DebtPrivate EquityFund of FundsGrowth/ExpansionHedge FundInfrastructure - GeneralInfrastructure CoreMetals & MiningMezzanineOil/GasReal Estate Core

Preferred Geographies

AfricaAlabamaAlaskaAlbertaAmericasArgentinaArizonaArkansasAsiaBay AreaBrazilCaliforniaCanadaCayman IslandsCentral AmericaChinaColoradoConnecticut
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FAQ

Frequently asked questions

What type of investor is University of Michigan Endowment?

University of Michigan Endowment is a endowment plan based in Ann Arbor, United States, managing approximately $19.2B in assets.

Where is University of Michigan Endowment headquartered?

University of Michigan Endowment is headquartered in Ann Arbor, United States.

How much does University of Michigan Endowment manage?

University of Michigan Endowment manages approximately $19.2B in assets under management.

What does University of Michigan Endowment invest in?

University of Michigan Endowment focuses on Agriculture, Buyout, Co-Investment, Collateralized Loan Obligation (CLO), Credit Special Situations, Debt - General, Direct Lending, Distressed Debt.

How can I contact University of Michigan Endowment?

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