UCLA INVESTMENT COMPANY
12400 WILSHIRE BLVD STE 1000, Los Angeles, CA 90025 www.uclainvestmentcompany.org

Total Revenue
$5,811,105
Total Expenses
$5,811,105
Net Assets
$0

Organizations Filed Purposes: THE SPECIFIC PURPOSE OF THE UCLA INVESTMENT COMPANY IS TO ALLOCATE, INVEST AND MANAGE THE GENERAL ENDOWMENT POOL OF THE UCLA FOUNDATION, TOGETHER WITH ANY OTHER ASSETS FOR WHICH THE FOUNDATION OR OTHER CHARITABLE NONPROFIT ENTITIES WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) MAY DELEGATE INVESTMENT AND MANAGEMENT RESPONSIBILITY TO THIS COMPANY, SUBJECT TO THE OVERSIGHT OF THE FOUNDATION AND THE BOARD OF DIRECTORS OF THIS COMPANY, AND TO PROMOTE, CONDUCT AND SUPPORT ACTIVITIES RELATED OR INCIDENTAL TO SUCH PURPOSE.

THE UCLA INVESTMENT COMPANY PROVIDES PROFESSIONAL STEWARDSHIP OF INVESTMENT ASSETS ENTRUSTED TO UCLA FOUNDATION FOR THE ADVANCEMENT OF UCLA AND RELATED CHARITABLE PURPOSES

AS A SUPPORTING ORGANIZATION OF THE UCLA FOUNDATION, THE COMPANY MANAGES THE INVESTMENT OF OVER $2.9 BILLION THAT HAS BEEN ENTRUSTED TO THE UCLA FOUNDATION AND SEVEN OTHER RELATED ORGANIZATIONS IN SUPPORT OF UCLA'S MISSION OF CREATION, DISSEMINATION, PRESERVATION, AND APPLICATION OF KNOWLEDGE FOR THE BETTERMENT OF THE GLOBAL SOCIETY.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Justin BartonPRESIDENT / CIO40$558,169
Michael MarvelliCORPORATE SECRETARY40$497,308
Joe BryantINVESTMENT DIRECTOR40$399,370
Lorver LentejasFORMER CHIEF OPERATING OFFICER0$356,410
Breanne EshelmanINVESTMENT DIRECTOR40$327,891
Raymond SchleinkoferINVESTMENT DIRECTOR40$321,163
Bendick SyDIRECTOR, INVESTMENT REPORTING40$199,749
Jessie KuoACCOUNTING MANAGER40$175,633
David AckertDIRECTOR1$0
William E Simon JrDirector1$0
Donnalisa BarnumDIRECTOR1$0
Steven L KlostermanDIRECTOR1$0
John MapesDIRECTOR1$0
Preston L JohnsonDIRECTOR1$0
Drew ZagerBOARD CHAIRMAN1$0
Julie SinaCHIEF FINANCIAL OFFICER10$0
Gregg GoldmanDIRECTOR10$0

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