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 $37 million to $71 million.
| 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 | MCNC | 501(c)(3) | Durham, NC | ||
| 6 | Fair Haven Community Health Center (FHCHC) | 501(c)(3) | New Haven, CT | ||
| 7 | Universidad Politecnica de Puerto Rico (PUPR) | 501(c)(3) | San Juan, PR | ||
| 8 | Deaconess Associations | 501(c)(3) | Cincinnati, OH | ||
| 9 | Miller Keystone Blood Center (MKBC) | 501(c)(3) | Allentown, PA | ||
| 10 | Adagio Health | 501(c)(3) | Pittsburgh, PA | ||
| ... | and 6 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., Neuberger Berman BD LLC, Hartford Investment Financial Services, Ubs Financial Services, Inc., Pioneer Investment Management, Inc, Segall Bryant and Hamill, Morningstar, Merrill Lynch Life Agency, Morningstar Investment Management LLC, and Spencer Fane Britt and Browne LLP.
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