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 outpatient health care practitioners and facilities, hospitals, and individual and family services with revenues ranging from $17 million to $213 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..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Young Adult Institute (YAI) | 501(c)(3) | New York, NY | ||
| 2 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 3 | Wheeler Clinic | 501(c)(3) | Plainville, CT | ||
| 4 | Edison Electric Institute (EEI) | 501(c)(6) | Washington, DC | ||
| 5 | College for Creative Studies (CSS) | 501(c)(3) | Detroit, MI | ||
| 6 | University Settlement Society of New York | 501(c)(3) | New York, NY | ||
| 7 | Alameda County Community Food Bank | 501(c)(3) | Oakland, CA | ||
| 8 | University of Mount Saint Vincent (CMSV) | 501(c)(3) | Bronx, NY | ||
| 9 | Pennsylvania State Education Association (PSEA) | 501(c)(6) | Harrisburg, PA | ||
| 10 | Graham Windham | 501(c)(3) | Brooklyn, NY | ||
| ... | and 84 more Capital Research and Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capital Research and Management in the nonprofit sector include Morgan Stanley Smith Barney LLC, Fidelity Investments, Vanguard Group, Inc., JP Morgan Chase, Capfinancial Partners, LLC, The Segal Company, Kestra Advisory Services LLC, Merrill Lynch, Wells Fargo Bank, and Global Retirement Partners LLC.
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