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Healthcare

Advocate Health

Unrestricted cash and investments (long-term investment pool of a nonprofit health system)1 — Charlotte, North Carolina.

Overview

Advocate Health Español Who We Are Academics Research Advocate Health Solutions News Menu We're redefining care.1

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

Investment program

Estimated AUM
$27.2B as of Mar 31, 20262
Capital pool
Unrestricted cash and investments (long-term investment pool of a nonprofit health system)1
Investment model
Not listed yet1
Investment approach
22, 2025, Fitch Ratings affirmed Advocate Aurora Health’s and Atrium Health CMHA’s long-term rating of AA and short-term rating of F1+.3
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: venture capital, fixed income.1
Performance
Not listed yet
Governance
Not listed yet1
Investment team
Not listed yet1
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 (advocatehealth.org)Parent organization overview, Pool purpose, Capital pool, Investment model, Asset allocation, Governance, Investment team · checked Jul 25, 2026
  2. Financial statements (advocatehealth.org)Estimated AUM · checked Jul 25, 2026
  3. Website (advocatehealth.org)Investment approach · checked Jul 25, 2026
  4. Website (advocatehealth.org)Investment office page · checked Jul 25, 2026

Reports and filings

Profile and job sources

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