Capfinancial Partners, LLC is a firm that provides financial advisor, tax accounting, investment management, 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, elementary and secondary schools, hospitals, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $26 million to $823 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 | Robert Wood Johnson Foundation (RWJF) | 501(c)(3) | Princeton, NJ | ||
| 9 | The Catholic University of America (CUA) | 501(c)(3) | Washington, DC | ||
| 10 | American Dental Association (ADA) | 501(c)(6) | Chicago, IL | ||
| ... | and 266 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners, LLC in the nonprofit sector include Wells Fargo Bank, US Bank, Merrill Lynch Pierce Fenner and Smith, Edward Jones, Mercer, Capfinancial Partners, Minnesota Life Insurance Company, Transamerica Retirement Solutions, Ameriprise Financial Services, and LPL Financial.
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