Alliance Bernstein is a firm that provides investment management, commercial bank, legal, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, California, and Connecticut (although they are present in other states as well).
Most Alliance Bernstein clients are health and welfare funds and grantmaking foundations with revenues ranging from $9.5 million to $199 million.
Previous legal names, trade names, or just variations of their name include: Alliancebernstein LLP.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Meritus Medical Center | 501(c)(3) | Hagerstown, MD | ||
| 2 | Duke School | 501(c)(3) | Durham, NC | ||
| 3 | TCV Community Services | 501(c)(3) | Braddock, PA | ||
| 4 | Excavators Union 731 Welfare | 501(c)(9) | Astoria, NY | ||
| 5 | UA Local 38 Health and Welfare Trust Fund OF SF Marin Sonoma LaKE and MENDO COUNTIES | 501(c)(9) | San Francisco, CA | ||
| 6 | Arbutus Park Retirement Community | 501(c)(3) | Johnstown, PA | ||
| 7 | Blair Senior Services | 501(c)(3) | Altoona, PA | ||
| 8 | Community Action Partnership of Cambria County (CAPCC) | 501(c)(3) | Johnstown, PA | ||
| 9 | AFL-CIO Appalachian Council | 501(c)(3) | Charleston, WV | ||
| 10 | Santa Monica UNITE HERE Health Benefit Fund | 501(c)(9) | Los Angeles, CA | ||
| ... | and 9 more Alliance Bernstein not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Alliance Bernstein in the nonprofit sector include Fiduciary Investment Advisors, Matrix Trust Company, Valic, Ropes and Gray LLP, The Segal Company, JP Morgan Chase, Vanguard Energy Services LLC, Valic Retirement Services Company, Nationwide, and Merrill Lynch.
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