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..
| 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 | ||||
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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