Cause IQ vendor profile

Manning and Napier


Manning and Napier is a firm that provides investment management, financial advisor, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Pennsylvania (although they are present in other states as well).

Most Manning and Napier clients are health and welfare funds and grantmaking foundations with revenues ranging from $8.2 million to $60 million.

Previous legal names, trade names, or just variations of their name include: Manning and Napier Advisors, Inc.; Manning Napier Advisors LLC; and Manning Napier.

Primary location:
Faiport, NY
Clients in:
NY, OH
Identified clients:
42
Avg client size:
$57 mil revenue
Median client size:
$15 mil revenue

Manning and Napier client list

  Name Type Location
1 Ability Connection Texas (ACT) 501(c)(3) Irving, TX
2 Pennock Hospital Board of Trustees 501(c)(3) Hastings, MI
3 Alice Lloyd College (ALC) 501(c)(3) Pippa Passes, KY
4 Auxiliary Services State University College at Oswego 501(c)(3) Oswego, NY
5 United Cerebral Palsy of Central Florida (UCP) 501(c)(3) Orlando, FL
6 Village Care of New York 501(c)(3) New York, NY
7 Armed Forces Benefit Association (AFBA) 501(c)(9) Alexandria, VA
8 Iron Workers Locals 40 361 and 417 Health Fund 501(c)(9) New York, NY
9 Brooks-Tlc Hospital System 501(c)(3) Dunkirk, NY
10 Local 580 Insurance Fund 501(c)(9) New York, NY
... and 32 more Manning and Napier not-for-profit tax-exempt clients identified by Cause IQ

Manning and Napier competitors

Competitors to Manning and Napier in the nonprofit sector include Axa Equitable Life Insurance Compan, Newport Trust Company, Axa Equitable Life Insurance, Comerica Bank, National Investment Services, Regions Bank, Lord Abbett, RBC Wealth Management, Sei Investments, and Newport Group, Inc..

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