Overview
Trinity Breaks into the Top 40 National Rankings Read Story EXCELLENCE, ELEVATED The small school with huge resources that Texas families are talking about.1
Trinity University's endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $2B as of Jun 30, 20252
- Capital pool
- university_endowment1
- Investment model
- Not listed yet1
- Investment approach
- Campus Impact The Long-Term Investment Pool (LTIP) consists of 701 individual endowed funds.2
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, real estate, infrastructure.3
- Performance
- Not listed yet
- Governance
- Currently, she also serves as the Secretary of the municipal board for Pre K 4 SA, a San Antonio early childhood initiative, and is a board member of the CAST Network of local career-themed high schools.1
- Investment team
- Mueller ‘00 Partner Polen Capital Boca Raton, FL Jeff Mueller is a partner at Polen Capital, the co-portfolio manager of the firm’s Global Growth strategy, and an adjunct faculty member at Columbia Business School where he teaches the course Compounders within the Value Investing Program.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
- Website (trinity.edu)Parent organization overview, Pool purpose, Capital pool, Investment model, Governance, Investment team · checked Jul 25, 2026
- Annual report (trinity.edu)Estimated AUM, Investment approach · checked Jul 25, 2026
- Website (trinity.edu)Asset allocation · checked Jul 25, 2026
- Website (trinity.edu)Investment office page · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://trinity.edu/directory/departments-offices/investments/endowment-report.Annual report · checked Jul 25, 2026
Profile and job sources
- Website (trinity.edu)Website · checked Jul 25, 2026
- Website (trinity.edu)Website · checked Jul 25, 2026
- Website (trinity.edu)Website · checked Jul 25, 2026
- Website (trinity.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026