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, and Pennsylvania (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 $17 million to $78 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Children's Home Society of Florida | 501(c)(3) | Orlando, FL | ||
| 2 | Greater Miami Jewish Federation | 501(c)(3) | Miami, FL | ||
| 3 | Connecticut Community Care | 501(c)(3) | Bristol, CT | ||
| 4 | Hebrew Academy for Special Children (HASC) | 501(c)(3) | Brooklyn, NY | ||
| 5 | Miller Keystone Blood Center (MKBC) | 501(c)(3) | Allentown, PA | ||
| 6 | Counseling Services of Addison County (CSAC) | 501(c)(3) | Middlebury, VT | ||
| 7 | Adagio Health | 501(c)(3) | Pittsburgh, PA | ||
| 8 | Broward Partnership for the Homeless | 501(c)(3) | Fort Lauderdale, FL | ||
| 9 | Gurwin Jewish-Fay J Lindner Residences | 501(c)(3) | Commack, NY | ||
| 10 | Gurwin Jewish Nursing & Rehabilitation Center | 501(c)(3) | Commack, NY | ||
| ... | and 7 more Ab Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ab Funds in the nonprofit sector include Empower Retirement Advisory Service, Optum, Raymond James and Associates, Ubs, Pensionmark Financial Group LLC, Leafhouse Financial Advisors, LLC, LPL Financial LLC - RPCP, Investment Performance Services, Wilmington Trust, and Mid Atlantic Capital Corporation.
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