The Community Foundation For Greater New Haven, Inc.

Overview

The Community Foundation For Greater New Haven, Inc. functions as an institutional registered investment adviser and capital allocator that manages endowment-like assets for institutional clients. Its core advisory activities are portfolio management for businesses or institutions and the selection of third-party advisers, indicating the foundation outsources or supervises external managers rather than running all strategies in-house. The foundation charges fees as a percentage of assets under management and is not identified as an active ESG investor. The organization is classified as an institutional RIA with an individual owner type and is not a multistate or newly formed adviser. It does not act as a pension consultant and has no related adviser relationships reported.

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