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, Pennsylvania, Delaware, Maryland, Michigan, New Jersey, and Ohio (although they are present in other states as well).
Most Baron clients are hospitals, residential intellectual and developmental disability facilities, child and youth services, individual and family services, and golf courses and country clubs with revenues ranging from $1.2 million to $148 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY |
| 2 | Pennock Hospital | 501(c)(3) | Hastings, MI |
| 3 | University of Maryland Capital Region Health | 501(c)(3) | Upper Marlboro, MD |
| 4 | Wilmington Country Club | 501(c)(7) | Wilmington, DE |
| 5 | Erie Homes for Children and Adults (EHCA) | 501(c)(3) | Erie, PA |
| 6 | JFK Health System | 501(c)(3) | Neptune, NJ |
| 7 | New York League for Early Learning | 501(c)(3) | New York, NY |
| 8 | The Regional Cancer Center | 501(c)(3) | Pittsburgh, PA |
| 9 | Belmont Community Hospital | 501(c)(3) | Bellaire, OH |
Competitors to Baron in the nonprofit sector include Aon Hewitt, Principal Securities Inc, MFS Fund Distributors, Inc., Eaton Vance Distributors, Inc., Allspring Global Investments LLC, Anthem Insurance Companies, Inc., RBC Wealth Management, Fidelity Management and Research Co., Usi Advisors Inc, and Dimensional Fund Advisors LP.
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