Cause IQ vendor profile

Ivy Funds


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 and elementary and secondary schools with revenues ranging from $33 million to $66 million.

Primary location:
Shawnee Mission, KS
Clients in:
KS
Identified clients:
16
Avg client size:
$115 mil revenue
Median client size:
$36 mil revenue

Ivy Funds client list

  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 Fessenden School 501(c)(3) West Newton, MA
4 The Pines at Davidson 501(c)(3) Davidson, NC
5 Fair Haven Community Health Center (FHCHC) 501(c)(3) New Haven, CT
6 MCNC 501(c)(3) Research Triangle Park, NC
7 Universidad Politecnica de Puerto Rico (PUPR) 501(c)(3) San Juan, PR
8 Miller Keystone Blood Center (MKBC) 501(c)(3) Allentown, PA
9 Deaconess Associations 501(c)(3) Cincinnati, OH
10 Adagio Health 501(c)(3) Pittsburgh, PA
... and 6 more Ivy Funds not-for-profit tax-exempt clients identified by Cause IQ

Ivy Funds competitors

Competitors to Ivy Funds in the nonprofit sector include Ivy Funds, Inc., Delaware Vip Trust, Pioneer Investment Management, Inc, Fred Alger and Company, Incorporated, Harbor Funds, Sei, Legg Mason, Victory, Merrill Lynch Life Agency, and Prime Buchholz and Associates.

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