Capfinancial Partners, LLC is a firm that provides financial advisor, investment management, tax accounting, consulting services, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Capfinancial Partners, LLC clients are colleges, universities, and professional schools, grantmaking foundations, and elementary and secondary schools with revenues ranging from $27 million to $598 million.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners LLP.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Northwestern University | 501(c)(3) | Evanston, IL | ||
| 2 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 3 | Boston Children's Hospital | 501(c)(3) | Boston, MA | ||
| 4 | Georgetown University | 501(c)(3) | Washington, DC | ||
| 5 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 6 | Brown University | 501(c)(3) | Providence, RI | ||
| 7 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 8 | Catholic University of America (CUA) | 501(c)(3) | Washington, DC | ||
| 9 | Intermediaryed | 501(c)(3) | Mount Vernon, IA | ||
| 10 | Robert W Woodruff Arts Center | 501(c)(3) | Atlanta, GA | ||
| ... | and 199 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners, LLC in the nonprofit sector include Merrill Lynch Pierce Fenner and Smith, Edward Jones, Mercer, Towers Watson, Wells Fargo Bank, Conduent HR Consulting, LLC, Capfinancial Partners, Trowe Price, Reliance Trust Company, and Great-West Life and Annuity Insurance Co..
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