Ivy Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Hawaii, Kansas, North Carolina, Nebraska, New York, and Ohio (although they are present in other states as well).
Most Ivy Funds clients are hospitals, elementary and secondary schools, inpatient nursing, hospice, and rehabilitative care facilities, assisted living and continuing care retirement communities, museums, historical sites, and similar institutions, grantmaking foundations, and trade associations with revenues ranging from $26 million to $189 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Air-Conditioning, Heating, and Refrigeration Institute (AHRI) | 501(c)(6) | Arlington, VA |
| 2 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY |
| 3 | The Pines at Davidson | 501(c)(3) | Davidson, NC |
| 4 | Deaconess Associations | 501(c)(3) | Cincinnati, OH |
| 5 | Knoxville Zoological Gardens | 501(c)(3) | Knoxville, TN |
| 6 | Children's Physicians | 501(c)(3) | Omaha, NE |
| 7 | Mennonite Friendship Communities (MFC) | 501(c)(3) | South Hutchinson, KS |
| 8 | St Johns Country Day School (SJCDS) | 501(c)(3) | Orange Park, FL |
| 9 | Hawaiiusa Federal Credit Union | 501(c)(1) | Honolulu, HI |
Competitors to Ivy Funds in the nonprofit sector include Colonial Consulting, Fidelity Advisor, American Century Investment Management, Federated, Deutsche Investment Management, LSV Asset Management, Massachusetts Mutual Life Ins Company, Royal Alliance Associates Inc, Metropolitan West Asset Management, and Goldman Sachs Variable Insurance TR.
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