Oppenheimer is a firm that provides investment management, financial advisor, consulting services, insurance, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Georgia, Pennsylvania, and Tennessee (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 $200 million.
Previous legal names, trade names, or just variations of their name include: Oppenheimer and Co. Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 3 | BY The Bay Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 4 | American Hotel & Lodging Association (AHLA) | 501(c)(6) | Washington, DC | ||
| 5 | PRIDE Industries | 501(c)(3) | Roseville, CA | ||
| 6 | Catawba College | 501(c)(3) | Salisbury, NC | ||
| 7 | Hospice of the Western Reserve | 501(c)(3) | Cleveland, OH | ||
| 8 | National Association for the Advancement of Colored People Legal Defense and Educational Fund (NAACPLDEF) | 501(c)(3) | New York, NY | ||
| 9 | The McGregor Foundation | 501(c)(3) | East Cleveland, OH | ||
| 10 | Covenant Health of East Tennessee | 501(c)(3) | Knoxville, TN | ||
| ... | and 17 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Oppenheimer in the nonprofit sector include Ubs Financial Services, Inc., Fiduciary Investment Advisors, Transamerica Retirement Solutions, JP Morgan Chase, Minnesota Life Insurance Company, Ameriprise Financial Services, LPL Financial, Capfinancial Partners, LLC, Cambridge Investment Research, and The Segal Company.
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