Overview
Investment Office – Carleton College Skip Navigation Home Menu Academics Campus Life Admissions For … Students Faculty & Staff Parents & Families Alumni Prospective Students A-Z --> Directory Search People & Pages What Should We Search?1
Carleton College's endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $1.3B as of Jun 30, 20252
- Capital pool
- endowment1
- Investment model
- Investment Office – Carleton College Skip Navigation Home Menu Academics Campus Life Admissions For … Students Faculty & Staff Parents & Families Alumni Prospective Students A-Z --> Directory Search People & Pages What Should We Search?1
- Investment approach
- The primary job of the Board of Trustees is to steward the college’s resources to ensure its long-term sustainability, and the endowment plays a critical role in that effort.3
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: infrastructure.4
- Performance
- Not listed yet
- Governance
- Oversight is provided by the Investment Committee , a sub-committee of the Board of Trustees, who help develop the overall investment strategy for the endowment and monitor its performance.1
- Investment team
- Investment Office – Carleton College Skip Navigation Home Menu Academics Campus Life Admissions For … Students Faculty & Staff Parents & Families Alumni Prospective Students A-Z --> Directory Search People & Pages What Should We Search?1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Verified
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (carleton.edu)Parent organization overview, Pool purpose, Capital pool, Investment model, Governance, Investment team, Investment office page · checked Jul 25, 2026
- Website (carleton-wp-production.s3.amazonaws.com)Estimated AUM · checked Jul 25, 2026
- Website (carleton.edu)Investment approach · checked Jul 25, 2026
- Financial statements (carleton.edu)Asset allocation · checked Jul 25, 2026
Reports and filings
- Public evidence references these asset classes or allocation areas: infrastructure.Financial statements · checked Jul 25, 2026
Profile and job sources
- Website (carleton.edu)Website · checked Jul 25, 2026
- Website (carleton.edu)Website · checked Jul 25, 2026
- Website (carleton-wp-production.s3.amazonaws.com)Website · checked Jul 25, 2026
- Website (carleton.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026