Ivy Funds is a firm that provides investment management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Ivy Funds clients are hospitals, elementary and secondary schools, colleges, universities, and professional schools, assisted living and continuing care retirement communities, museums, historical sites, and similar institutions, grantmaking foundations, and civic and social organizations with revenues ranging from $33 million to $151 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 | Universidad Politecnica de Puerto Rico (PUPR) | 501(c)(3) | San Juan, PR |
| 5 | Deaconess Associations | 501(c)(3) | Cincinnati, OH |
| 6 | Knoxville Zoological Gardens | 501(c)(3) | Knoxville, TN |
| 7 | Children's Physicians | 501(c)(3) | Omaha, NE |
| 8 | Mennonite Friendship Communities (MFC) | 501(c)(3) | South Hutchinson, KS |
| 9 | Saint Johns Country Day School (SJCDS) | 501(c)(3) | Orange Park, FL |
| 10 | Hawaiiusa Federal Credit Union | 501(c)(1) | Honolulu, HI |
Competitors to Ivy Funds in the nonprofit sector include Conduent HR Consulting, LLC, Oppenheimer Funds Inc., Msi Financial Services Inc., Well and Good LLC, Northern Funds, Segal Marco Advisors, CBIZ Investment Advisory Services, Jones Day, Morningstar Associates, LLC, and Chartwell Investment Partners.
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