Colonial Consulting is a firm that provides financial advisor, investment management, consulting services, professional and technical services, and outsourced management to nonprofit clients. They primarily provide their services regionally, with most clients in California, New York, Florida, and Wisconsin (although they are present in other states as well).
Most Colonial Consulting clients are hospitals, community housing services, health and disease research fundraising organizations, and grantmaking foundations with revenues ranging from $49 million to $581 million.
Previous legal names, trade names, or just variations of their name include: Colonial Consulting LLC; and Colonial Consulting Corporation.
Name | Type | Location | |||
---|---|---|---|---|---|
1 | Roswell Park Alliance Foundation | 501(c)(3) | Buffalo, NY | ||
2 | Marin Community Foundation | 501(c)(3) | Novato, CA | ||
3 | San Francisco Foundation (TSFF) | 501(c)(3) | San Francisco, CA | ||
4 | Greater Milwaukee Foundation (GMF) | 501(c)(3) | Milwaukee, WI | ||
5 | Mitchell Wolfson SR Foundation | 501(c)(3) | Miami, FL | ||
6 | Community Foundation for Greater Buffalo (CFGB) | 501(c)(3) | Buffalo, NY | ||
7 | Phipps Houses | 501(c)(4) | New York, NY | ||
8 | Vermont Community Foundation | 501(c)(3) | Middlebury, VT | ||
9 | Boca Raton Regional Hospital (BRRH) | 501(c)(3) | Boca Raton, FL | ||
10 | The Mary Louise Curtis Bok Foundation | 501(c)(3) | Philadelphia, PA | ||
... | and 2 more Colonial Consulting not-for-profit tax-exempt clients identified by Cause IQ |
Competitors to Colonial Consulting in the nonprofit sector include Cambridge Associates, Wellington Management Company LLC, Aon Hewitt, Morgan Stanley Smith Barney LLC, Manning and Napier, Sei Investments, RBC Wealth Management, Ubs Financial Services Inc, Goldman Sachs and Company, and Cambridge Associates LLC.
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