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.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 2 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 3 | Robin Hood Foundation / Tudor Charitable TR | 501(c)(3) | New York, NY | ||
| 4 | National Association of Secondary School Principals (NASSP) | 501(c)(3) | Reston, VA | ||
| 5 | AgeSpan (ESMV) | 501(c)(3) | Lawrence, MA | ||
| 6 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 7 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 8 | Martin Luther King Jr. Community Hospital (MLKCH) | 501(c)(3) | Los Angeles, CA | ||
| 9 | Ingalls Memorial Hospital | 501(c)(3) | Harvey, IL | ||
| 10 | Atlanta Community Food Bank | 501(c)(3) | Atlanta, GA | ||
| ... | and 41 more Ivy Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
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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