Rochester Institute of Technology Endowment Overview
- Type
-
Endowment
- Professionals
-
3
- AUM
-
00.00
- Commitments
-
5
Rochester Institute of Technology Endowment General Information
Description
Rochester Institute of Technology (RIT) manages an endowment fund based in Rochester, New York. The endowment is managed by the university's endowment office. Endowment funds are contributions that donors specify are to be retained and invested for income-producing purposes. The university's endowment includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. The university currently accounts for endowment activity in two investment pools, Pool I and Pool II. Pool I comprised of contributions, both donor-restricted and board-designated, made to the university for a variety of purposes, as well as contributions transferred from Pool II. The earnings from endowment investments support scholarships, operations of the university, fellowships, basic research as well as academics. The assets are managed by the board members.
Contact Information
Institution Type
Endowment
Primary Contact
00000 0000000 00.0
Title
Senior Vice President, Finance and Administration
Email
00000.0000000@000.000
Phone
+0 (000) 000-0000
Primary Office
- One Lomb Memorial Drive
- Rochester, NY 14623
- United States
+1 (585) 000-0000
Rochester Institute of Technology Endowment Commitments (5)
| Fund Name | Fund Manager | Fund Location | Vintage | Fund Size | Commitment Date | Commitment |
|---|---|---|---|---|---|---|
| 000000000000 0000000 00 | Charterhouse Capital Partners | London, United Kingdom | 2016 | 00.000 | 0000-00-00 | 000.00 |
| 0000 0000000 000000 000 | Ares Management | London, United Kingdom | 2015 | 00.000 | 0000-00-00 | 00.00 |
| 000000000000 0000000 00 | Charterhouse Capital Partners | London, United Kingdom | 2009 | 00.000 | 0000-00-00 | 00.000 |
| 00000 0000000 000000000 | Adams Capital Management | Sewickley, PA | 1999 | 00000 | 0000-00-00 | |
| 00000000000 00000000000 | HarbourVest Partners | Boston, MA | 1995 | 00000 | 0000-00-00 | 0000 |
Rochester Institute of Technology Endowment Commitment Analytics
Commitments by Fund Type
Commitments by Region
Rochester Institute of Technology Endowment Mandates (4)
| Fund Type | Mandate Amount | Announced Date | Timeframe |
|---|---|---|---|
| Buyout | $50M | 00-000-0000 | 16-Jan-2019 to 16-Jan-2020 |
| 000000 | 0000 | 00-000-0000 | 01-Jan-2017 to 31-Dec-2017 |
| 000000 | 0000 | 00-000-0000 | 01-Jan-2016 to 31-Dec-2016 |
| 000000 | 0000 | 00-000-0000 | 24-Feb-2015 to 31-Dec-2015 |
Rochester Institute of Technology Endowment Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
Rochester Institute of Technology Endowment Team (20)
| Name | Title | Office |
|---|---|---|
| Milagros Concepcion | Associate Vice President, Controller and Assistant Treasurer | Rochester, NY |
| Sharon Lonthair | Director of UA Employee Engagement, University Advancement | Rochester, NY |
| Karen Barrows | Chief of Staff, Office of the President | Rochester, NY |
| Katherine O'Brien Ph.D | Venture Coach | Rochester, NY |
| Ken Buckley | Executive Director, Endowment and Treasury Operations | Rochester, NY |
Rochester Institute of Technology Endowment Board Members (7)
| Name | Representing | Role | Since |
|---|---|---|---|
| Donald Truesdale | Self | Chair Emeritus of the Board of Trustees | 000 0000 |
| Jeffrey Harris | Rochester Institute of Technology Endowment | Chairman of the Board of Trustees | 000 0000 |
| Susan Holliday | Self | Vice Chairwoman of the Board of Trustees | 000 0000 |
| Susan Puglia | Rochester Institute of Technology Endowment | Vice Chairwoman of the Board of Trustees | 000 0000 |