Cause IQ vendor profile

Capital Research and Management


Capital Research and Management is a firm that provides investment management, fiduciary trustee, administrative support, commercial bank, and audit accounting 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 Capital Research and Management clients are health and welfare funds, individual and family services, residential intellectual and developmental disability facilities, and outpatient health care practitioners and facilities with revenues ranging from $13 million to $97 million.

Previous legal names, trade names, or just variations of their name include: Capital Research and Management Co.; Capital Research Management; and Capital Research Management Co..

Primary location:
Los Angeles, CA
Clients in:
CA, IN
Identified clients:
62
Avg client size:
$63 mil revenue
Median client size:
$25 mil revenue

Capital Research and Management client list

  Name Type Location
1 Young Adult Institute (YAI) 501(c)(3) New York, NY
2 Edison Electric Institute (EEI) 501(c)(6) Washington, DC
3 College for Creative Studies (CSS) 501(c)(3) Detroit, MI
4 University Settlement Society of New York 501(c)(3) New York, NY
5 Pennsylvania State Education Association (PSEA) 501(c)(6) Harrisburg, PA
6 Graham Windham 501(c)(3) Brooklyn, NY
7 Richmond Children's Center 501(c)(3) Mount Kisco, NY
8 Wesleyan School 501(c)(3) Peachtree Corners, GA
9 American Lung Association of The upper Midwest 501(c)(3) Brookfield, WI
10 Girl Scouts San Diego 501(c)(3) San Diego, CA
... and 52 more Capital Research and Management not-for-profit tax-exempt clients identified by Cause IQ

Capital Research and Management competitors

Competitors to Capital Research and Management in the nonprofit sector include Transamerica Retirement Solutions, US Bank, Adp, The Segal Company, JP Morgan Chase, Fidelity Investments Institutional, Capfinancial Partners, LLC, Paychex, Inc., Great-West Life and Annuity Insurance Co., and Mutual Of America Life Insurance Company.

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