Capfinancial Partners is a firm that provides financial advisor, tax accounting, investment management, 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 Merrill Lynch Pierce Fenner and Smith, Mercer, Edward Jones, Towers Watson, Capfinancial Partners, LLC, State Street Bank and Trust, Resources Investment Advisors, Inc., Wilshire Associates Inc., Fiduciary Investment Advisors, LLC, and Envestnet Retirement Solutions, LLC.
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