Alabama

Hedge Funds Deliver for Alabama Retirees, Students, and Nonprofits

Across the Yellowhammer State, hedge funds deliver for retirement security, college education, and the important work done by nonprofits and charities through $3.6 Billion in investments. Institutional investors – like pensions, university endowments, and nonprofits – use hedge funds to meet financial obligations, diversify their investment portfolios, and manage risk.

Total hedge fund investments:

$3.6 BILLION

Deliver for pensions:

$1.2 BILLION

Deliver for colleges:

$759 MILLION

Deliver for nonprofits:

$1.7 BILLION

Private credit to business

$895 MILLION

Retirement Plans

Deliver for pensions:

$1.2 BILLION

AT LEAST 11

retirement plans invest in hedge funds including:
Samford University Pension Plan

$20 MILLION for

1,441 plan participants

Retail, Wholesale & Department Store International Union And Industry Health And Benefit Fund

$14 MILLION for

4,305 plan participants

AF of L-AGC Building Trades Pension Plan

$14 MILLION for

2,420 plan participants

Colleges & Universities

Deliver for colleges:

$759 MILLION

AT LEAST 6

colleges and universities invest in hedge funds including:
University of Alabama System Endowment

$717 MILLION for

39,622 students

Samford University Endowment

$31 MILLION for

5,790 students

Tuskegee University Endowment

$11 MILLION for

2,846 students

Foundations & Nonprofits

Deliver for nonprofits:

$1.7 BILLION

AT LEAST 8

foundations and nonprofits invest in hedge funds including:
Southern Poverty Law Center

$99 MILLION

Noland Health Services

$45 MILLION

University of Alabama Health Services Foundation

$33 MILLION

AL-State-Sheet-MFA-2025.04.23 document preview

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Unless otherwise noted, all hedge fund investment data is sourced and licensed from Preqin's alternative asset database as of March 2025 or publicly available, federal datasets. Sources for additional information included on this website are noted where the data appears.

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