Oppenheimer is a firm that provides investment management, consulting services, financial advisor, insurance, and fiduciary trustee 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 Oppenheimer clients are hospitals, inpatient nursing, hospice, and rehabilitative care facilities, and assisted living and continuing care retirement communities with revenues ranging from $20 million to $231 million.
Previous legal names, trade names, or just variations of their name include: Oppenheimer and Co. Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Council of Chief State School Officers | 501(c)(3) | Washington, DC | ||
| 2 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 3 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 4 | by the BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 5 | Children's Aid and Family Services (CAFSNJ) | 501(c)(3) | Paramus, NJ | ||
| 6 | American Hotel & Lodging Association (AHLA) | 501(c)(6) | Washington, DC | ||
| 7 | PRIDE Industries | 501(c)(3) | Roseville, CA | ||
| 8 | Hospice of the Western Reserve | 501(c)(3) | Cleveland, OH | ||
| 9 | The McGregor Foundation | 501(c)(3) | East Cleveland, OH | ||
| 10 | Southern New Hampshire Health | 501(c)(3) | Nashua, NH | ||
| ... | and 23 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Oppenheimer in the nonprofit sector include Dimeo Schneider, Sageview Advisory Group, LLC, Vanguard Group, Inc., Ascensus, Morgan Stanley Smith Barney LLC, Fidelity Investments, Ubs Financial Services Inc, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Marquette and Associates.
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