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, hospitals, and elementary and secondary schools with revenues ranging from $35 million to $889 million.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners LLP.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 2 | Michael and Susan Dell Foundation (MSDF) | 501(c)(3) | Austin, TX | ||
| 3 | Northwestern University | 501(c)(3) | Evanston, IL | ||
| 4 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 5 | Boston Children's Hospital | 501(c)(3) | Boston, MA | ||
| 6 | Georgetown University | 501(c)(3) | Washington, DC | ||
| 7 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 8 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 9 | Robert Wood Johnson Foundation (RWJF) | 501(c)(3) | Princeton, NJ | ||
| 10 | Catholic University of America (CUA) | 501(c)(3) | Washington, DC | ||
| ... | and 261 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners, LLC in the nonprofit sector include Mercer, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Wells Fargo Bank, Aetna Inc, Milliman, Oppenheimer, Gallagher Benefit Services, Kibble and Prentice, and Lincoln Financial Advisors.
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