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, Massachusetts, and Pennsylvania (although they are present in other states as well).
Most Ivy Funds clients are hospitals, assisted living and continuing care retirement communities, elementary and secondary schools, and outpatient health care practitioners and facilities with revenues ranging from $25 million to $267 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | AgeSpan (ESMV) | 501(c)(3) | Lawrence, MA | ||
| 3 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 4 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 5 | Ingalls Memorial Hospital | 501(c)(3) | Harvey, IL | ||
| 6 | The Pines at Davidson | 501(c)(3) | Davidson, NC | ||
| 7 | Children's Nebraska | 501(c)(3) | Omaha, NE | ||
| 8 | The Frederick Ferris Thompson Hospital | 501(c)(3) | Canandaigua, NY | ||
| 9 | Fair Haven Community Health Center (FHCHC) | 501(c)(3) | New Haven, CT | ||
| 10 | MCNC | 501(c)(3) | Research Triangle Park, NC | ||
| ... | and 18 more Ivy Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ivy Funds in the nonprofit sector include Ivy Funds, Inc., Fiduciary Investment Advisors, Caremark, Prime Buchholz and Associates, Pioneer Investment Management, Inc, Harbor Funds, Sei, Towers Watson, Merrill Lynch Life Agency, and Segall Bryant and Hamill.
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