Ab Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, New York, Pennsylvania, and Maryland (although they are present in other states as well).
Most Ab Funds clients are outpatient health care practitioners and facilities, elementary and secondary schools, and religious organizations with revenues ranging from $23 million to $87 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Children's Home Society of Florida | 501(c)(3) | Orlando, FL | ||
| 2 | University of Maryland Faculty Physicians (FPI) | 501(c)(3) | Baltimore, MD | ||
| 3 | Greater Miami Jewish Federation | 501(c)(3) | Miami, FL | ||
| 4 | Connecticut Community Care | 501(c)(3) | Bristol, CT | ||
| 5 | Hebrew Academy for Special Children (HASC) | 501(c)(3) | Brooklyn, NY | ||
| 6 | Miller Keystone Blood Center (MKBC) | 501(c)(3) | Allentown, PA | ||
| 7 | Shock Trauma Associates Pa | 501(c)(3) | Baltimore, MD | ||
| 8 | Counseling Services of Addison County (CSAC) | 501(c)(3) | Middlebury, VT | ||
| 9 | Adagio Health | 501(c)(3) | Pittsburgh, PA | ||
| 10 | Broward Partnership for the Homeless | 501(c)(3) | Fort Lauderdale, FL | ||
| ... | and 9 more Ab Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ab Funds in the nonprofit sector include Ivy Funds, Inc., Fiduciary Investment Advisors, Spencer Fane Britt and Browne LLP, Legg Mason, CBIZ Retirement Plan Services, Morningstar, NFP Retirement Inc, Transamerica, Prime Buchholz and Associates, and Davis Vision.
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