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Healthcare

AdventHealth

Not-for-profit health system balance sheet — cash, marketable investments, and assets whose use is limited (no separately branded "investment office"); managed centrally as part of Adventist Health System Sunbelt Healthcare Corporation d/b/a AdventHealth1 — Altamonte Springs, Florida.

Overview

To interact with these items, press Control-Option-Shift-Right Arrow Whole-Person Care At AdventHealth, we want to help you feel whole.1

AdventHealth's investment pool supports healthcare-system liquidity, reserves, and long-term institutional needs.1

Investment program

Estimated AUM
$11.4B as of Dec 31, 20242
Capital pool
Not-for-profit health system balance sheet — cash, marketable investments, and assets whose use is limited (no separately branded "investment office"); managed centrally as part of Adventist Health System Sunbelt Healthcare Corporation d/b/a AdventHealth1
Investment model
Not-for-profit health system balance sheet — cash, marketable investments, and assets whose use is limited (no separately branded "investment office"); managed centrally as part of Adventist Health System Sunbelt Healthcare Corporation d/b/a AdventHealth.1
Investment approach
Through sustainability initiatives and responsible financial stewardship, we’re building a healthier world—one that reflects our values and supports long-term well-being.3
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: venture capital, infrastructure.4
Performance
Not listed yet
Governance
Explore Our Sustainability Initiatives At AdventHealth, we’ve pledged to advance our sustainability as a system in the areas of Community, Environment and Governance.5
Investment team
Not-for-profit health system balance sheet — cash, marketable investments, and assets whose use is limited (no separately branded "investment office"); managed centrally as part of Adventist Health System Sunbelt Healthcare Corporation d/b/a AdventHealth.1
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 21, 2026 · Needs review

Sources

Last verified Jul 21, 2026 from public career and organization materials.

Fact notes

  1. Website (adventhealth.com)Parent organization overview, Pool purpose, Capital pool, Investment model, Investment team · checked Aug 2, 2026
  2. Financial statements (adventhealth.com)Estimated AUM · checked Jul 25, 2026
  3. Job posting (jobs.adventhealth.com)Investment approach · checked Jul 25, 2026
  4. Job posting (jobs.adventhealth.com)Asset allocation · checked Jul 25, 2026
  5. Website (adventhealth.com)Governance · checked Aug 2, 2026
  6. Website (jobs.adventhealth.com)Investment office page · checked Jul 25, 2026

Reports and filings

Profile and job sources

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