Baron is a firm that provides investment management and employment services 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 Baron clients are outpatient health care practitioners and facilities, hospitals, residential intellectual and developmental disability facilities, and vocational rehabilitation services with revenues ranging from $25 million to $143 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Adapt Community Network | 501(c)(3) | New York, NY | ||
| 2 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 3 | National School Boards Association (NSBA) | 501(c)(3) | Alexandria, VA | ||
| 4 | Health Right 360 | 501(c)(3) | San Francisco, CA | ||
| 5 | University of Maryland Faculty Physicians (FPI) | 501(c)(3) | Baltimore, MD | ||
| 6 | Denver Zoological Foundation | 501(c)(3) | Denver, CO | ||
| 7 | Barber National Institute | 501(c)(3) | Erie, PA | ||
| 8 | Pennock Hospital Board of Trustees | 501(c)(3) | Hastings, MI | ||
| 9 | Pathlight | 501(c)(3) | Springfield, MA | ||
| 10 | United Community and Family Services (UCFS) | 501(c)(3) | Norwich, CT | ||
| ... | and 12 more Baron not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Baron in the nonprofit sector include Northwestern Mutual Investment Serv, American Funds Distributors, Inc., Benefit Plans Admin Services, Inc., Morningstar, Fred Alger and Company, Incorporated, Cambridge Investment Research, Legg Mason, Victory, Fiduciary Investment Advisors, and Towers Watson.
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