Oppenheimer is a firm that provides investment management, consulting services, financial advisor, insurance, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York (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 $19 million to $145 million.
Previous legal names, trade names, or just variations of their name include: Oppenheimer and Co. Inc..
Name | Type | Location | |||
---|---|---|---|---|---|
1 | Council of Chief State School Officers | 501(c)(3) | Washington, DC | ||
2 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
3 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
4 | BY The BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
5 | Children's Aid and Family Services (CAFSNJ) | 501(c)(3) | Paramus, NJ | ||
6 | American Hotel & Lodging Association (AHLA) | 501(c)(6) | Washington, DC | ||
7 | Hospice of the Western Reserve | 501(c)(3) | Cleveland, OH | ||
8 | The McGregor Foundation | 501(c)(3) | East Cleveland, OH | ||
9 | Covenant Health of East Tennessee | 501(c)(3) | Knoxville, TN | ||
10 | Ballad Health | 501(c)(3) | Johnson City, TN | ||
... | and 22 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ |
Competitors to Oppenheimer in the nonprofit sector include Dimeo Schneider, Sageview Advisory Group, LLC, Ascensus, Vanguard Group, Inc., Fidelity Investments, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Marquette and Associates, Kestra Advisory Services LLC, and Global Retirement Partners LLC.
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