Cause IQ vendor profile

Manning and Napier


Manning and Napier is a firm that provides investment management, financial advisor, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Pennsylvania (although they are present in other states as well).

Most Manning and Napier clients are health and welfare funds and grantmaking foundations with revenues ranging from $7.6 million to $58 million.

Previous legal names, trade names, or just variations of their name include: Manning and Napier Advisors, Inc.; Manning Napier Advisors LLC; and Manning Napier.

Primary location:
Faiport, NY
All locations:
OH, NY
Identified clients:
43
Avg client size:
$53 mil revenue
Median client size:
$13 mil revenue

Manning and Napier client list

 NameTypeLocation
1Ability Connection Texas (ACT)501(c)(3)Irving, TX
2Pennock Hospital Board of Trustees501(c)(3)Hastings, MI
3United Cerebral Palsy of Central Florida (UCP)501(c)(3)Orlando, FL
4Alice Lloyd College (ALC)501(c)(3)Pippa Passes, KY
5Auxiliary Services State University College at Oswego501(c)(3)Oswego, NY
6Village Care of New York501(c)(3)New York, NY
7Armed Forces Benefit Association (AFBA)501(c)(9)Alexandria, VA
8Iron Workers Local 40 361 and 417 Health501(c)(9)New York, NY
9Brooks-Tlc Hospital System501(c)(3)Dunkirk, NY
10Iron Workers Locals 40 and 361 Topping Out Out Fund501(c)(9)New York, NY
...and 33 more Manning and Napier not-for-profit tax-exempt clients identified by Cause IQ

Manning and Napier competitors

Competitors to Manning and Napier in the nonprofit sector include Charles Schwab Bank, Axa Equitable Life Insurance Compan, Massachusetts Mutual Life Insurance Co., Lord Abbett, M&T Bank, Newport Trust Company, Newport Group, Inc., Axa Equitable Life Insurance, Ascensus, and Comerica Bank.

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