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, Connecticut, and Massachusetts (although they are present in other states as well).

Most Ivy Funds clients are elementary and secondary schools, hospitals, assisted living and continuing care retirement communities, and outpatient health care practitioners and facilities with revenues ranging from $25 million to $212 million.

Primary location:
Shawnee Mission, KS
Clients in:
KS
Identified clients:
32
Avg client size:
$116 mil revenue
Median client size:
$34 mil revenue

Ivy Funds client list

 NameTypeLocation
1Kipp DC Public Charter Schools501(c)(3)Washington, DC
2Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
3AgeSpan (ESMV)501(c)(3)Lawrence, MA
4Groton School501(c)(3)Groton, MA
5The Fessenden School501(c)(3)West Newton, MA
6Richmond University Medical Center (RUMC)501(c)(3)Staten Island, NY
7Ingalls Memorial Hospital501(c)(3)Harvey, IL
8The Pines at Davidson501(c)(3)Davidson, NC
9Hope Hospice and Community Services501(c)(3)Temple Terrace, FL
10Children's Nebraska501(c)(3)Omaha, NE
...and 22 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 Prudential Investments LLC, Dreyfus, Investment Performance Services, Empower Retirement Advisory Service, JP Morgan Funds, Alliancebernstein L.P., Capital Research and Management, Commonwealth Financial Network, Metlife Life Insurance Company, and Janus Distributors, LLC.

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