Sageview Advisory Group, LLC is a firm that provides financial advisor, consulting services, investment management, insurance, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Sageview Advisory Group, LLC clients are colleges, universities, and professional schools, hospitals, credit unions, and grantmaking foundations with revenues ranging from $50 million to $396 million.
Previous legal names, trade names, or just variations of their name include: Sageview Advisory Group, LLP; and Sage View Advisory Group.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Bates College | 501(c)(3) | Lewiston, ME | ||
| 2 | American Chemistry Council (ACC) | 501(c)(6) | Washington, DC | ||
| 3 | Association for Talent Development | 501(c)(3) | Alexandria, VA | ||
| 4 | Kansas City Symphony | 501(c)(3) | Kansas City, MO | ||
| 5 | Road Scholar | 501(c)(3) | Boston, MA | ||
| 6 | San Francisco Foundation (TSFF) | 501(c)(3) | San Francisco, CA | ||
| 7 | KIPP Public Schools NC | 501(c)(3) | Oakland, CA | ||
| 8 | Knowledge is Power Program (KIPP) | 501(c)(3) | San Francisco, CA | ||
| 9 | PeaceHealth | 501(c)(3) | Vancouver, WA | ||
| 10 | Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center | 501(c)(3) | Boston, MA | ||
| ... | and 47 more Sageview Advisory Group, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sageview Advisory Group, LLC in the nonprofit sector include Minnesota Life Insurance Company, Capfinancial Partners, LLC, Ubs Financial Services, Inc., Kibble and Prentice, Oppenheimer, Willis Towers Watson, Alight Solutions LLC, Charles Schwab and Co., Inc., Valic, and Massachusetts Mutual Life Ins. Co..
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