Directory · US
Funds and Trusts in United States
A register of firms and the professionals working at them in the Funds and Trusts sector based in United States. Browse the public index, then filter or export on Kipplo.
Companies
73 on file
Hershey Trust Company
Founded in 1905 by Milton S. Hershey, Hershey Trust Company is a Pennsylvania-chartered trust company that serves as Trustee of, and investment advisor to, the Milton Hershey School Trust, the M.S. Hershey Foundation, and the Hershey Cemetery Perpetual Care Trust. By providing top-tier trust and investment management services, Hershey Trust Company helps these trusts, and the organizations they support, achieve their long-term goals in advancing the legacy and vision of Milton and Catherine Hershey in perpetuity.
11 to 50 staff
Claimpay
Leading the Way in Disaster Response Funding Who We Are ClaimPay was founded with a mission to provide innovative funding solutions that enable rapid disaster recovery. Since our inception, we have grown into a leading fintech platform, leveraging advanced technology and a strong network of partners to deliver on our vision of restoring communities swiftly after disasters. Meet Our Leaders Our leadership team brings decades of experience in finance, insurance, and legal industries, driving ClaimPay’s growth and ensuring that we remain at the forefront of disaster response funding. Our Guiding Principles Vision: To create a world where communities and businesses can swiftly return to normalcy after disasters. Mission: To deliver immediate and sustainable cash flow solutions to property damage providers, ensuring uninterrupted operations and swift community rebuilding.
51 to 200 staff
Global World Latam
Unlocking Stability Through Strategic Diversification: Global World – Your Trusted Family Office for Generational Growth.” Global World is an international Family Office with a strong presence in the United States. Established in 1992 by visionary entrepreneur German Walas in Argentina, our journey began in agriculture and evolved into a diversified platform for strategic investment in real estate and key sectors of the real economy across continents. Unlike traditional funds, we operate with a long-term wealth management philosophy, combining operational expertise, proprietary capital, and a select network of qualified investors who trust our leadership to preserve and grow their assets. Our multidisciplinary team includes experts in agriculture, real estate, project development, and finance — all driven by a shared mission: to create sustainable value and build a solid legacy alongside our partners. With resilience and strategic foresight, Global World has weathered economic cycles by focusing on real assets, tangible returns, and prudent decisions. Following the 2009 U.S. financial crisis, we capitalized on opportunities in the multifamily housing segment, developing a solid footprint in residential real estate. Today, our portfolio spans productive farmland — from row crops to kosher beef — and real estate development in high-growth markets such as Florida, where we lead build-to-sell housing projects tailored to current market demand. At Global World, we don’t chase investment trends. We build long-term relationships, operate with transparency, and treat every project as our own — because it is.
11 to 50 staff
First Maryland Disability Trust, Inc Fmdt
First Maryland Disability Trust (FMDT) is a Maryland-based nonprofit dedicated to helping individuals with disabilities and their families protect assets while maintaining eligibility for vital public benefits like Medicaid and SSI. Since 2005, we’ve provided trusted fiduciary services with a personalized approach, ensuring financial security and peace of mind for our clients. We offer a full range of trust and financial management solutions, including: Pooled Special Needs Trusts – Cost-effective, professionally managed trusts for individuals with disabilities. Standalone First- & Third-Party Special Needs Trusts – Tailored options for unique financial situations. Trustee Services for Non-Pooled Trusts – Acting as trustee for standalone First- and Third-Party Special Needs Trusts, ensuring proper administration and compliance with benefit rules. Guardianship of Property – Court-appointed financial oversight for those unable to manage their own assets. Representative Payee Services – Ensuring responsible management of Social Security benefits. Financial Power of Attorney (FPOA) – Providing financial decision-making support when needed. Family Escrow Account Management – Securely administering funds for a loved one’s benefit without impacting public benefits. Benefits Consulting – One-time guidance sessions on Medicaid, Social Security, and Waiver programs. At FMDT, we recognize that public benefits alone are not enough to meet all the needs of individuals with disabilities. Our services are designed to maximize financial resources, ensure proper benefit compliance, and enhance quality of life. Open to all Maryland residents – No minimum deposit required. Contact us today to learn how we can help your family plan for the future 410-296-4408
11 to 50 staff
Bluedot Project
BlueDot Project is a purpose-driven platform for planetary regeneration where wisdom, capital, and intention align to harmonize humanity and Earth. We are dedicated to directing capital toward initiatives that can reorient civilization into right relationship with nature, guided by Indigenous wisdom, community, and Earth stewardship. Our strategy focuses on two core areas: Investing in Wisdom Centers and Laboratories for Humanity We support the emergence of physical and cultural spaces where ancestral and modern knowledge come together to prototype new ways of living in reciprocity with the Earth. These are places of healing, governance, innovation, and learning, rooted in ceremony, ecology, and collective coherence. They serve as real-world models for the systems and values needed in a post-extractive civilization. Designing Capital Platforms for Regeneration We develop capital formation strategies and investment vehicles that generate resilient, long-term financial flows in service to life. Our approach blends institutional-grade financial architecture with a deep commitment to planetary well-being, ensuring that regenerative initiatives are visionary, adequately resourced, and sustained. BlueDot Project exists to serve the emergence of a thriving humanity, living in sacred partnership with Earth, and building the foundations of a regenerative civilization.
1 to 10 staff
Greater Lynchburg Community Foundation
Founded in 1972, the GLCF has been the charitable partner trusted by thousands of generous Central Virginians for decades. We are home to over 320 funds (donor-advised, unrestricted, donor-designated, scholarship, agency funds, and field of interest funds.) Our mission is to to solve our community’s greatest challenges by providing grants and scholarships, and by helping individuals, families, and organizations create their charitable legacy. We serve nonprofits in Lynchburg and the counties of Amherst, Appomattox, Bedford, and Campbell. We partner with individuals, organizations, and businesses who want to improve our community today, and in perpetuity. We administer and steward over 320 permanently endowed funds. We are accredited through Community Foundations National Standards. This rigorous accreditation process shows our commitment to excellence and accountability. Learn more at
1 to 10 staff
Hall Family Foundation
The Hall Family Foundation is a private philanthropic organization dedicated to enhancing the quality of human life in the Greater Kansas City area. Initiatives that enrich the entire community, help all people, and promote excellence are considered to be of prime importance. The Foundation acts as both a catalyst and collaborative community partner. It seeks to invest in programs that are innovative and strive to create systemic solutions to community needs.
1 to 10 staff
Andy Hill Cancer Research Endowment Care Fund
The Andy Hill Cancer Research Endowment (CARE) Fund was created in 2015 to promote and invest in cancer research to improve the quality of life for the people of Washington. The Fund’s objectives are to optimize the use of public funds to prioritize research with the greatest potential to improve health outcomes; leverage our state’s cancer research facilities, talent, clinical and therapeutic resources; and positively impact our economy through requiring matching funds, creating jobs, encouraging investments, and advancing our biotech, medical device, and health care information technology industries.
1 to 10 staff
Pf Capital
At PF Capital, we envision a world where real estate investment goes beyond financial gain, becoming a powerful tool for positive societal impact. Our mission is to empower families across America by revitalizing neighborhoods, providing quality, affordable housing, and contributing to prosperous communities. We channel our investments into the acquisition, renovation, and management of single-family residences and land development in thriving markets. These strategically chosen properties not only generate attractive returns for our investors but also help rejuvenate neighborhoods and provide families with the dignity of a decent home. At PF Capital, our investors are partners in our mission. Through our strategic investment approach, we not only generate substantial returns but also create a lasting, positive impact. Together, we're not just investing in properties; we're building futures, transforming lives, and fostering generational wealth. Join us in creating a legacy of positive change and prosperity, one property at a time.
1 to 10 staff
Revesco Properties Trust
Revesco Properties Trust is a perpetual life REIT focused on acquiring open-air shopping centers and mixed-use properties in diverse U.S. markets. With over 13 years of success, investors benefit from the team's extensive industry experience and relationships. RPT offers investors a tax efficient way to invest in U.S. retail real estate alongside a qualified sponsor that believes in creating generational wealth for their clients.
11 to 50 staff
Gateway Foundation
Gateway Foundation strives to enrich St. Louis life and culture by supporting efforts to acquire, create and improve tangible and durable art and urban design. The focus of Gateway Foundation is to foster and support cultural and artistic activities devoted to improving the quality of life for residents of the St. Louis Metropolitan Area. Towards this end, we prioritize projects involving the acquisition, creation or improvement of items of a durable, physical nature.
1 to 10 staff
Blackskies Investments
Berkeley's largest undergraduate investment fund with $1.3M in total AUM across venture capital and public equities. Helped startups raise $30M+ in funding since 2023.
1 to 10 staff
Brightmoor Legacy Foundation
The Brightmoor Legacy Foundation exists to secure resources that can be used in the future in support of the Great Commission.
1 to 10 staff
Eden Sustainability Fund, Llc
The principal objective of the fund is to generate positive absolute returns to its Partners by making mezzanine loans to privately held companies with underlying sustainable projects and utilizing other financial instruments as determined by the investment manager in its sole discretion. Specifically, the Fund will be providing capital to pre-development & full development investments in environmentally sustainable assets (i.e, renewable technologies, decarbonization projects and climate technologies (Renewables and Climate Tech) that create high and well balanced risk adjusted returns while helping mitigate climate change. The Fund intends to invest in select renewable and climate tech assets outlined by the Inflation Reduction Act( the "IRA")* and any technology that facilitates the creation or selling of climate related credits and certificates, such as: Investment Tax Credits, Carbon Credits, Water Credits, REC's, RIN's, and the like. The Fund intends to have its loans paid back to the Fund within 24 months or less of deployment. Approved Inflation Reduction Act asset classes: Renewable Energy Production (Solar, Wind, Geothermal, Hydrogen), EV Charging Stations, Carbon Sequestration, Waste to Energy Recovery, Biogas Production, Micro-grid Production, and Energy Storage.
1 to 10 staff
Evergrowth Biohealthcare Capital
Managed by Evergrowth BioHealthcare Advisors, Evergrowth BioHealthcare Capital is a Delaware-incorporated emerging growth biotech hedge fund with a unique edge in binary event forecasting. This entails either an FDA approval or a significant clinical data release, which tends to catalyze substantial share price movements. The fund strategically invests in innovative clinical-stage and early product-stage public biotech equities to deliver hope to patients worldwide. Positioned to outperform market benchmarks such as the Dow Jones Industrial Average (INDU) and Nasdaq Biotechnology Index (NBI) in the long term, we are poised to deliver superior returns for our investors.
11 to 50 staff
Muletown Funding, Inc
Private, short-term funding for investors in Denver + Nashville | Hard Money Made Easy.
1 to 10 staff
Shield Wealth Income Management Fund
Shield Wealth Income Management Fund (SWIM Fund) was formed for the purpose of raising capital for primarily commercial real estate, but not limited to buying residential real estate, holding and or selling of residential properties and notes nationwide, including U.S. territories. We remove the burden to our investors that want to invest in Real Estate with no operational involvement, liabilities or dealing with tenants. A true hands off approach in passvie investing.
1 to 10 staff
Stable Point International Real Estate Fund Spiref
Stable Point International Real Estate Fund or SPIREF is a Private Real Estate Fund for Accredited investors. SPIREF is a $100 Million Reg D 506 (c) fund filed with the Securities and Exchange Commission (SEC). SPIREF is a capital raising company that primarily invests in real estate projects. We are driven by a shared vision and a deep commitment to excellence, integrity, and stewardship. As the principal fund managers, we are dedicated to leading with purpose and passion in the world of real estate investment. With a wealth of experience and expertise, we bring a unique perspective to the industry, grounded in our faith, values, and a steadfast commitment to serving our investors and communities. Our journey is guided by a relentless pursuit of excellence, fueled by a desire to create lasting value and opportunities for our investors while making a positive impact in the world. At SPIREF, our investment strategy is firmly anchored in the principles of diversification, prudence, and delivering consistent returns, with the goal of fostering sustainable wealth for our investors while minimizing risk and capitalizing on opportunities. We steadfastly adhere to providing a diversified portfolio that spans various asset types, geographic regions, and investment styles. This approach enables our investors to cross-collateralize their funds, gaining exposure to a wide spectrum of real estate opportunities. At SPIREF, our mission is to empower investors through innovative and inclusive real estate investment opportunities, guided by integrity, expertise, and a commitment to community impact. We bring a unique perspective and values to the world of real estate finance. Our mission is rooted in the belief that everyone should have access to high-quality investment opportunities, regardless of background or circumstance. Beyond financial performance, we are committed to making a positive impact in the communities we serve.
1 to 10 staff
Eagle Charitable Asset Management
Eagle Charitable Asset Management (ECAM) is an endowment fund for George Washington High School, a public school in San Francisco California. The fund is run by high school students who are investing its money in the long term to benefit GWHS's many clubs and extracurricular activities.
1 to 10 staff
Eastern Standard Time Capital Partners
Eastern Standard Time Capital Partners is an 2x Tony Award-Winning investment fund focused on theatrical performances. Our primary focus is on Broadway productions, national and international tours, licensing, and other derivatives of original productions. General Partners in the fund are Richard Mumby and Benj Pasek.
1 to 10 staff
Lightmind
PE/VC Investment Fund
11 to 50 staff
Medical Fund Advisors
Medical Fund Advisors, founded in 1982, is a national provider of medical claims administration and consulting services for trust funds or custodial arrangements set up for the benefit of an injured individual or class. These funds are generally established as a component of a personal injury claim or lawsuit settlement arising from medical malpractice, transportation, general liability, or workplace accidents. We work with self-insured entities, federal government agencies, insurance carriers, as well as personal injury attorneys and their clients who rely on our expertise on a post-settlement basis. Corporate headquarters are based in Exton, Pennsylvania, United States.
1 to 10 staff
Shelander Financial Solutions
Wealth Building & Asset Protection with Life Insurance and Trusts. Estate Planning, retirement planning/strategy, wills & more.
1 to 10 staff
The Zora Neale Hurston Trust
The Zora Neale Hurston Trust is principally maintained by Zora’s familial descendants and task themselves with the preservation of her legacy. We consider ourselves stewards of her novels, films, and knowledge and are intent on passing Zora’s wisdom on to the next generation of black writers, artists, and thinkers. Here’s our list of important links: https://linktr.ee/zoranhurstontrust We are represented by the Joy Harris Agency, in affiliation with Amistad, and all inquiries on use of Zora’s works should be forwarded to contact@joyharrisliterary.com
1 to 10 staff
