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, assisted living and continuing care retirement communities, museums, historical sites, and similar institutions, grantmaking foundations, civic and social organizations, 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 Ivy Funds, Inc., Legg Mason, Pacific Investment Management Company, Pioneer Investment Management, Inc, Fiduciary Investment Advisors, Caremark, Creative Planning, Morningstar, Towers Watson, and Cambridge Investment Research.
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