Ivy Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Connecticut, and Massachusetts (although they are present in other states as well).
Most Ivy Funds clients are elementary and secondary schools, hospitals, assisted living and continuing care retirement communities, and outpatient health care practitioners and facilities with revenues ranging from $25 million to $243 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | Robin Hood Foundation / Tudor Charitable TR | 501(c)(3) | New York, NY | ||
| 3 | AgeSpan (ESMV) | 501(c)(3) | Lawrence, MA | ||
| 4 | Groton School | 501(c)(3) | Groton, MA | ||
| 5 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 6 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 7 | Ingalls Memorial Hospital | 501(c)(3) | Harvey, IL | ||
| 8 | The Pines at Davidson | 501(c)(3) | Davidson, NC | ||
| 9 | Children's Nebraska | 501(c)(3) | Omaha, NE | ||
| 10 | The Frederick Ferris Thompson Hospital | 501(c)(3) | Canandaigua, NY | ||
| ... | and 21 more Ivy Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ivy Funds in the nonprofit sector include Cambridge Investment Research, Morningstar, Ivy Funds, Inc., Pioneer Investment Management, Inc, Optumrx, Inc., Mma Securities LLC, NFP Retirement Inc., Charles Schwab Investment Management Inc., CBIZ Retirement Plan Services, and Fiduciary Investment Advisors.
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