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Quanta CRM
Signed in as
PS
Priya Shah
user

Hadley EndowmentProspect

prospect · institution · United States · Owner: Jonas Weber

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Overview
Tags
endowmentlong-only
Asset classes
EquitiesCommodities
Notes
Mid-sized university endowment. RFP in progress.
Created
Jun 18, 2026
Updated
Jun 18, 2026
Contacts
  • Eleanor PacePrimary
    Investment Director · epace@hadley.example
Activity timeline
AllCallsMeetingsEmailsNotes
  • email
    Replied to RFP. Highlighted commodities desk track record.
    Jonas Weber · 2mo ago · Jun 13, 2026, 08:40 AM
Opportunities
  • Qualified
    $60,000,000
    Inbound RFP · Next: Schedule on-site
Tasks
  • Prepare RFP answers v2
    Due Jun 17, 2026 · Jonas Weber
    Overdue
Relationship status

Active status requires KYC approval.

KYC / Compliance
No compliance case (prospect — case opens once moved to onboarding or above).
Accounts
No linked accounts. (Account linkage is read-only — sourced from upstream trading systems.)
Audit history
  • create
    Jonas Weber · 1mo ago