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, grantmaking foundations, and hospitals with revenues ranging from $9.0 million to $71 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.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | JM McDonald Foundation | 501(c)(3) | Wilmington, DE | ||
| 2 | Hope Academy | 501(c)(3) | Minneapolis, MN | ||
| 3 | Ability Connection Texas (ACT) | 501(c)(3) | Irving, TX | ||
| 4 | Pennock Hospital | 501(c)(3) | Hastings, MI | ||
| 5 | Auxiliary Services State University College at Oswego | 501(c)(3) | Oswego, NY | ||
| 6 | Our Hospice of South Central Indiana | 501(c)(3) | Columbus, IN | ||
| 7 | Jumpstart for Young Children | 501(c)(3) | Boston, MA | ||
| 8 | Armed Forces Benefit Association (AFBA) | 501(c)(9) | Alexandria, VA | ||
| 9 | Iron Workers Locals 40 361 and 417 Health Fund | 501(c)(9) | New York, NY | ||
| 10 | Brooks-Tlc Hospital System | 501(c)(3) | Dunkirk, NY | ||
| ... | and 28 more Manning and Napier not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Manning and Napier in the nonprofit sector include Fidelity, Amalgamated Bank Of Chicago, Principal, Alerus Financial, N.a., Ubs, Pensionmark Financial Group LLC, Raymond James and Associates, Cambridge Associates, Wilmington Trust, and Merrill Lynch.
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