Ab Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Florida, Michigan, Minnesota, Missouri, and Pennsylvania (although they are present in other states as well).
Most Ab Funds clients are religious organizations, electric power generation, transmission, and distribution establishments, elementary and secondary schools, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, assisted living and continuing care retirement communities, and labor unions with revenues ranging from $10 million to $48 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Gurwin Jewish-Fay J Lindner Residences | 501(c)(3) | Commack, NY |
| 2 | Gurwin Jewish Nursing & Rehabilitation Center | 501(c)(3) | Commack, NY |
| 3 | Mckenzie Memorial Hospital Mckenzie Health System | 501(c)(3) | Sandusky, MI |
| 4 | Saint Johns Country Day School (SJCDS) | 501(c)(3) | Orange Park, FL |
| 5 | Intercounty Electric Cooperative Association | 501(c)(12) | Licking, MO |
| 6 | International Alliance of Theatrical Stage Employees Local One | 501(c)(5) | New York, NY |
| 7 | Lutheran Social Services of ND | 501(c)(3) | New Brighton, MN |
| 8 | Sisters of the Immaculate Heart of Mary / Villa Maria Convent | 501(c)(3) | Malvern, PA |
Competitors to Ab Funds in the nonprofit sector include Colonial Consulting, Members Capital Advisors, Inc, Sageview Advisory Group, Wilshire Associates Inc., Fiducient Advisors, State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Resources Investment Advisors, Inc., Royal Alliance Associates Inc, and Advised Assets Group.
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