Cause IQ vendor profile

Colonial Consulting


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.

Primary location:
New York, NY
All locations:
NY
Identified clients:
12
Avg client size:
$215 mil revenue
Median client size:
$39 mil revenue

Colonial Consulting client list

 NameTypeLocation
1Roswell Park Alliance Foundation501(c)(3)Buffalo, NY
2Marin Community Foundation501(c)(3)Novato, CA
3San Francisco Foundation (TSFF)501(c)(3)San Francisco, CA
4Greater Milwaukee Foundation (GMF)501(c)(3)Milwaukee, WI
5Mitchell Wolfson SR Foundation501(c)(3)Miami, FL
6Community Foundation for Greater Buffalo (CFGB)501(c)(3)Buffalo, NY
7Phipps Houses501(c)(4)New York, NY
8Vermont Community Foundation501(c)(3)Middlebury, VT
9Boca Raton Regional Hospital (BRRH)501(c)(3)Boca Raton, FL
10The Mary Louise Curtis Bok Foundation501(c)(3)Philadelphia, PA
...and 2 more Colonial Consulting not-for-profit tax-exempt clients identified by Cause IQ

Colonial Consulting competitors

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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