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 $8.6 million to $73 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 | Jumpstart for Young Children | 501(c)(3) | Boston, MA | ||
| 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 27 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, Principal, Ubs, Cambridge Associates, Wilmington Trust, William Blair and Company, Kestra Advisory Services LLC, Amalgamated Bank Of Chicago, Pensionmark Financial Group LLC, and Alerus Financial, N.a..
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