Baron is a firm that provides investment management and employment services to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Maryland, and New York (although they are present in other states as well).
Most Baron clients are hospitals, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, child and youth services, individual and family services, and golf courses and country clubs with revenues ranging from $20 million to $107 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 2 | University of Maryland Faculty Physicians (FPI) | 501(c)(3) | Baltimore, MD | ||
| 3 | Pennock Hospital Board of Trustees | 501(c)(3) | Hastings, MI | ||
| 4 | Pathlight | 501(c)(3) | Springfield, MA | ||
| 5 | University of Maryland Capital Region Health | 501(c)(3) | Upper Marlboro, MD | ||
| 6 | Erie Homes for Children and Adults (EHCA) | 501(c)(3) | Erie, PA | ||
| 7 | Counseling Services of Addison County (CSAC) | 501(c)(3) | Middlebury, VT | ||
| 8 | Stairways Behavioral Health | 501(c)(3) | Erie, PA | ||
| 9 | Wilmington Country Club | 501(c)(7) | Wilmington, DE | ||
| 10 | JFK Health System | 501(c)(3) | Neptune, NJ | ||
| ... | and 3 more Baron not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Baron in the nonprofit sector include Ivy Funds, Inc., Delaware Vip Trust, Putnam Retail Management, American Funds Distributors, Inc., Victory, Pioneer Investment Management, Inc, Harbor Funds, Fred Alger and Company, Incorporated, Sei, and Metropolitan Life.
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