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 $179 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 Kestra Advisory Services LLC, Merrill Lynch, Wells Fargo Bank, Global Retirement Partners LLC, Great-West Life and Annuity Insurance Co., Mutual Of America Life Insurance Company, Nationwide, Capfinancial Partners, LLC, JP Morgan Chase, and Adp.
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