Our Portfolio
The Ceniarth portfolio consists of the assets of the Isenberg Family Charitable Foundation, as well as other unrestricted family assets. Our total 2024 AUM of $749 million is an increase of ~9% over 2023 ($685M). This growth is the result of strength in our legacy public equity holdings, mark-ups in select finance-first, private impact investments, as well as modest growth and relatively limited write-offs in the impact-first portfolio. While the portfolio continues to hold a significant number of legacy, finance-first impact investments, all of our new investments in 2024 have been classified as impact-first.
Total Portfolio
$749M
Assets Under Management
118
Fund Investments
66
Direct Investments
39%
Impact-First
New Investments in 2024
$77M
Total Commitments
10
Fund Investments
35
Direct Investments
100%
Impact-First
A Growing Portfolio of Investments
The Ceniarth portfolio consists of the assets of the Isenberg Family Charitable Foundation, as well as other unrestricted family assets. We invest globally in both funds, as well as direct investments. Our mission to deploy the entirety of our capital in an impact-first manner applies to the entire portfolio. This goal is a work in progress as we realign legacy and finance-first impact investments over time. All of our new commitments in 2024 were classified as impact-first
See our full portfolioTotal Impact-First Portfolio
Market Value by Program Area
| 31% | $90,748,569 | Financial inclusion |
| 14% | $42,022,408 | SME Finance |
| 13% | $37,582,055 | Impact-Fixed Income |
| 10% | $28,851,222 | Real Estate & Housing |
| 12% | $33,727,783 | Agriculture |
| 9% | $27,073,072 | Community Development |
| 5% | $15,456,259 | Energy Access |
| 1% | $1,923,335 | Ecosystem Building |
| 3% | $8,783,443 | Other |
| 2% | $4,727,150 | Education |
Example Investments in Our Sectors
Agriculture
Community development
Ecosystem building
Energy access
Financial inclusion
Impact-First Fixed Income
Real Estate & Housing
SME Finance
