CHAI TRUST CO LLC

Overview

CHAI TRUST CO LLC is a private trust company headquartered in Chicago, Illinois, serving as the corporate trustee for trusts principally benefiting the Crown family. The firm is deeply involved in investment management activities, including fiduciary, investment advisory, and employee benefit services. It holds a diversified portfolio focusing on sectors such as healthcare and real estate. The company operates with a modest employee base and is a central component in managing the Crown family's significant business and investment interests. The firm's investment strategy is diversified and long-term, primarily allocating capital to sectors such as healthcare, real estate, utilities, and index ETFs. CHAI TRUST CO LLC emphasizes strategic, low-turnover portfolio management, direct ownership in operating companies, and ETF holdings to maintain steady returns and risk-adjusted growth. This approach reflects a commitment to value creation through diversified holdings and a focus on sectors with strong growth potential. As of June 30, 2025, CHAI TRUST CO LLC reported an equity portfolio valued at approximately $2.11 billion, with significant positions in Invesco S&P 500 Equal Weight ETF (RSP) and Vanguard Total Stock Market ETF (VTI). The firm's top holdings include Invesco S&P 500 Equal Weight ETF (RSP) and Vanguard Total Stock Market ETF (VTI), highlighting a strategy that balances sector-specific investments with broad market exposure. This diversified approach underscores the firm's commitment to maintaining a balanced and resilient investment portfolio.

Investment Focus

• Focus on real estate and healthcare sectors
• Preference for growth, late-stage, and buyout opportunities

Portfolio Companies