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 $7.4 million to $140 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 | Arbutus Park Retirement Community | 501(c)(3) | Johnstown, PA | ||
| 6 | Blair Senior Services | 501(c)(3) | Altoona, PA | ||
| 7 | Community Action Partnership of Cambria County (CAPCC) | 501(c)(3) | Johnstown, PA | ||
| 8 | AFL-CIO Appalachian Council | 501(c)(3) | Charleston, WV | ||
| 9 | Santa Monica UNITE HERE Health Benefit Fund | 501(c)(9) | Los Angeles, CA | ||
| 10 | Local 1035 Health Service and Insurance Plan | 501(c)(9) | South Windsor, CT | ||
| ... | and 8 more Alliance Bernstein not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Alliance Bernstein in the nonprofit sector include Matrix Trust Company, Valic, Ropes and Gray LLP, Fiduciary Investment Advisors, The Segal Company, JP Morgan Chase, Global Retirement Partners LLC, Merrill Lynch, Nationwide, and Valic Retirement Services Company.
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