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Endowment Plan • Boston, United States

Unitarian Universalist Common Endowment Fund

Unitarian Universalist Common Endowment Fund is a endowment plan based in Boston, United States, founded in 2008. Verified contact details, AUM data, and investment preferences on FindLPs.

$270M
Assets Under Mgmt
2008
Year Founded
Endowment Plan
Investor Type
Boston, United States
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.

Investment Focus

What Unitarian Universalist Common Endowment Fund Invests In

Investment types: Buyout, Debt - General, Private Equity, Growth/Expansion, Mezzanine, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Preferred geographies: Africa, Alaska, Americas, Asia, Bay Area, California, Canada, DC Metro, Europe, Great Lakes, Guam, Hawaii, Mid Atlantic, Middle East, Midwest, Mountain, New England, New York Metro, Northeast, Northwest, Oceania, Oregon, South, Southeast, Southern California, Southwest, United States, US Territories, Washington, West Coast

Location: 24 Farnsworth Street\nBoston, MA\n2210\nUnited States

Contact Unitarian Universalist Common Endowment Fund

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.