Investure LLC

What Investure LLC does

Investure LLC is an independent, employee-owned investment management firm founded in 2003 and headquartered in Charlottesville, Virginia. The firm functions as a full-service, outsourced investment office (OCIO) for a deliberately limited roster of U.S.-based endowments and private foundations, managing each client's total portfolio globally across all asset classes and providing integrated back-office support in addition to investment management. As of June 2025, Investure reports approximately $19 billion in assets under management, served by a team of 40-plus professionals organized across Investments, Accounting & Treasury, Client Relations, Reporting & Analytics, HR & Administration, Legal & Compliance, and executive functions.

The firm's core offering is a single integrated investment-office service rather than modular products: it allocates capital across global public and private markets on behalf of perpetual institutions, delivers high-touch service to investment committees and boards, and exposes reporting through a secure client portal. Its customer base is concentrated in selective liberal arts colleges (Bates, Dickinson, Franklin & Marshall, Haverford, Macalester, Middlebury, University of Denver, University of Tulsa, Taft School) and foundations (Carnegie Endowment for International Peace, Aspen Institute, Henry Luce, Houston Endowment, National Academy of Sciences, Skillman, William Davidson, Woods Hole Oceanographic Institution).

Investure generates revenue through custom-arranged investment management fees based on assets under management and service scope. The go-to-market is purely direct relationship-driven enterprise engagement; the firm employs no traditional marketing channels, and new mandates are added only when capacity exists without diminishing service to existing clients. Pricing is not publicly disclosed. There is no parent company, no external funding, and no M&A activity disclosed; the firm is privately held by its employees and led by a full executive team including a CEO, CIO, COO, CFO, General Counsel/CCO, CDO, and Deputy CIO.

Name

Investure LLC

Legal name

Investure, LLC

Website

https://investure.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Investure LLC is an independent, employee-owned outsourced investment office serving a deliberately limited group of U.S. college endowments and private foundations, managing approximately $19 billion in total assets across global asset classes with integrated back-office support.

Ownership category

akta.pro rank

Product category

Institutional Investment Management for Endowments and Foundations

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Endowment investment management
• Foundation portfolio management
• Institutional asset management
• Outsourced investment office
• Nonprofit investment services

Headquarters

HQ city

Charlottesville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Others

Revenue model

1. Investment Management Fees: Investure generates revenue through investment management fees, likely based on assets under management (AUM). As a full-service investment office providing comprehensive portfolio management, back-office support, and high-touch service to endowments and foundations, their fees are custom arranged for institutional clients.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Investure LLC is a full-service outsourced investment office that manages total portfolios across all asset classes globally for a select group of endowments and private foundations. The firm provides investment management alongside full back-office support and high-touch, relationship-based service, with approximately $19B in assets under management as of June 2025.

Product overview

Investure LLC operates as a full-service investment office offering a unified service model for endowments and private foundations. The core offering consists of investment management services managing total portfolios across all asset classes, complemented by comprehensive back-office support services. The company also provides clients with access to a secure client portal. All services are integrated into a single, comprehensive solution designed for perpetual institutional portfolios. The firm intentionally serves a limited number of clients and does not offer separate modular products—all offerings are delivered as an integrated investment office service.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Full-service outsourced investment office providing total portfolio management across all asset classes globally for endowments and private foundations, with approximately $19B in assets under management as of June 2025.
• Back-Office Support Services High-touch administrative and operational support covering full back-office functions, enabling endowment and foundation clients to focus on their philanthropic and educational missions.
• Client Portal

Named customers17 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Pavilion (Mercer Advisors OCIO): Direct peer providing outsourced investment office services and OCIO mandates to endowments, foundations, and nonprofit institutions.
• Fiducient Advisors: Direct peer providing investment advisory, OCIO, and discretionary portfolio management to foundations, endowments, and other nonprofit institutions.
• Balentine: Direct peer delivering OCIO and discretionary investment management to foundations, family offices, and high-net-worth clients with multi-asset class capabilities.
• Tiedemann Advisors: Direct peer providing OCIO and investment advisory services to foundations, endowments, and ultra-high-net-worth families via multi-asset portfolio management.
• Crewcial Partners: Direct peer serving endowments, foundations, and pension OCIO mandates, with multi-asset class portfolio management tailored to nonprofit institutions.
• Verus Investments: Direct peer providing investment consulting and OCIO services to institutional clients including endowments, foundations, and pensions, with similar multi-asset class focus.
• Summit Trail Advisors: Direct peer offering outsourced CIO services specifically targeting endowments, foundations, and other nonprofit institutions; similar boutique, high-touch model.
• Commonfund: Direct peer serving nonprofits, endowments, and foundations with multi-asset class investment management and OCIO services, very similar mission and client base to Investure.
• Cambridge Associates: The most direct peer; Cambridge Associates is the largest OCIO and investment advisor to endowments, foundations, and pensions, offering portfolio management and consulting across all asset classes globally.

Broad incumbents

• Russell Investments: Broader incumbent and OCIO provider serving institutional investors including endowments and foundations; significantly larger scale and broader product set than Investure but overlapping core outsourcing services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investure LLC