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 New York (although they are present in other states as well).

Most Ivy Funds clients are outpatient health care practitioners and facilities, elementary and secondary schools, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $26 million to $213 million.

Primary location:
Shawnee Mission, KS
All locations:
Identified clients:
Avg client size:
$113 mil revenue
Median client size:
$34 mil revenue

Ivy Funds client list

1Vera Institute of Justice501(c)(3)Brooklyn, NY
2Kipp DC Public Charter Schools501(c)(3)Washington, DC
3Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
4National Association of Secondary School Principals (NASSP)501(c)(3)Reston, VA
5AgeSpan (ESMV)501(c)(3)Lawrence, MA
6The Fessenden School501(c)(3)West Newton, MA
7Richmond University Medical Center (RUMC)501(c)(3)Staten Island, NY
8Martin Luther King Jr. Community Hospital (MLKCH)501(c)(3)Los Angeles, CA
9Ingalls Memorial Hospital501(c)(3)Harvey, IL
10Atlanta Community Food Bank501(c)(3)Atlanta, GA
...and 41 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 Dreyfus, Empower Retirement Advisory Service, Mid Atlantic Capital Corporation, Alliancebernstein L.P., Wellington Management Company LLC, Cambridge Associates, Alerus Financial, N.a., Silchester International Investors Ltd, William Blair and Company, and Kestra Advisory Services LLC.

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