Ivy Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Connecticut, and Massachusetts (although they are present in other states as well).
Most Ivy Funds clients are elementary and secondary schools, hospitals, assisted living and continuing care retirement communities, and outpatient health care practitioners and facilities with revenues ranging from $24 million to $208 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | Robin Hood Foundation / Tudor Charitable TR | 501(c)(3) | New York, NY | ||
| 3 | AgeSpan (ESMV) | 501(c)(3) | Lawrence, MA | ||
| 4 | Groton School | 501(c)(3) | Groton, MA | ||
| 5 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 6 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 7 | Ingalls Memorial Hospital | 501(c)(3) | Harvey, IL | ||
| 8 | Hope Hospice and Community Services | 501(c)(3) | Temple Terrace, FL | ||
| 9 | The Pines at Davidson | 501(c)(3) | Davidson, NC | ||
| 10 | Resources for the Future | 501(c)(3) | Washington, DC | ||
| ... | and 23 more Ivy Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ivy Funds in the nonprofit sector include Deutsche Investment Management Americas, American Funds Service Company, TD Ameritrade Trust Company, Oppenheimer Funds, Massmutual, Dimensional Fund Advisors LP, Charles Schwab Bank, Great West Life and Annuity Company, Dimeo Schneider, and Janus Henderson.
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