Capfinancial Partners is a firm that provides financial advisor, investment management, tax accounting, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most Capfinancial Partners clients are colleges, universities, and professional schools, hospitals, elementary and secondary schools, and grantmaking foundations with revenues ranging from $17 million to $1.0 billion.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners, LLC; Capfinancial Partners LLP; and Capfinancial Partners LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 2 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 3 | Children's Mercy Hospital | 501(c)(3) | Kansas City, MO | ||
| 4 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 5 | College Board | 501(c)(3) | New York, NY | ||
| 6 | New York City Ballet | 501(c)(3) | New York, NY | ||
| 7 | Association of American Railroads (AAR) | 501(c)(6) | Washington, DC | ||
| 8 | American Society of Civil Engineers (ASCE) | 501(c)(3) | Reston, VA | ||
| 9 | Adelphi University (AU) | 501(c)(3) | Garden City, NY | ||
| 10 | The Juilliard School | 501(c)(3) | New York, NY | ||
| ... | and 81 more Capfinancial Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners in the nonprofit sector include Towers Watson, Capfinancial Partners, LLC, Mercer, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Prime Buchholz and Associates, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Raymond James Financial Services, and The Segal Company.
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