Ivy Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in North Carolina and Pennsylvania (although they are present in other states as well).
Most Ivy Funds clients are outpatient health care practitioners and facilities with revenues ranging from $35 million to $73 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | Air-Conditioning, Heating, and Refrigeration Institute (AHRI) | 501(c)(6) | Arlington, VA | ||
| 3 | The Pines at Davidson | 501(c)(3) | Davidson, NC | ||
| 4 | MCNC | 501(c)(3) | Durham, NC | ||
| 5 | Fair Haven Community Health Center (FHCHC) | 501(c)(3) | New Haven, CT | ||
| 6 | Universidad Politecnica de Puerto Rico (PUPR) | 501(c)(3) | San Juan, PR | ||
| 7 | Deaconess Associations | 501(c)(3) | Cincinnati, OH | ||
| 8 | Miller Keystone Blood Center (MKBC) | 501(c)(3) | Allentown, PA | ||
| 9 | Adagio Health | 501(c)(3) | Pittsburgh, PA | ||
| 10 | Knoxville Zoological Gardens | 501(c)(3) | Knoxville, TN | ||
| ... | and 5 more Ivy Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ivy Funds in the nonprofit sector include Conduent HR Consulting, LLC, Oppenheimer Funds Inc., Well and Good LLC, Msi Financial Services Inc., State Street Bank, Northern Funds, Lazard Asset Management LLC, Amalgamated Bank, Capfinancial Partners, and Cohen and Steers Capital Management.
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