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 hospitals, elementary and secondary schools, colleges, universities, and professional schools, professional associations, and grantmaking foundations with revenues ranging from $2.5 million to $702 million.
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 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 2 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 3 | College Board | 501(c)(3) | New York, NY | ||
| 4 | New York City Ballet | 501(c)(3) | New York, NY | ||
| 5 | Association of American Railroads (AAR) | 501(c)(6) | Washington, DC | ||
| 6 | American Society of Civil Engineers (ASCE) | 501(c)(3) | Reston, VA | ||
| 7 | The Juilliard School | 501(c)(3) | New York, NY | ||
| 8 | National Academy of Sciences | 501(c)(3) | Washington, DC | ||
| 9 | Brearley School (BS) | 501(c)(3) | New York, NY | ||
| 10 | The Wardlaw Hartridge School (WH) | 501(c)(3) | Edison, NJ | ||
| ... | and 61 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, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Prime Buchholz and Associates, Minnesota Life Insurance Company, Fiduciary Investment Advisors, Mma Securities LLC, Segall Bryant and Hamill, and Northwestern Mutual Investment Serv.
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