Cause IQ vendor profile

Capital Research and Management

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 child and youth services with revenues ranging from $17 million to $124 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..

Primary location:
Los Angeles, CA
All locations:
Identified clients:
Avg client size:
$54 mil revenue
Median client size:
$24 mil revenue

Capital Research and Management client list

1Annie E Casey Foundation (AECF)501(c)(3)Baltimore, MD
2Young Adult Institute (YAI)501(c)(3)New York, NY
3US Committee for Refugees and Immigrants (USCRI)501(c)(3)Arlington, VA
4Wheeler Clinic501(c)(3)Plainville, CT
5Edison Electric Institute (EEI)501(c)(6)Washington, DC
6College for Creative Studies (CSS)501(c)(3)Detroit, MI
7Operation Smile501(c)(3)Virginia Beach, VA
8San Diego Humane Society501(c)(3)San Diego, CA
9Alameda County Community Food Bank501(c)(3)Oakland, CA
10New York Medical College (NYMC)501(c)(3)Valhalla, NY
...and 104 more Capital Research and Management not-for-profit tax-exempt clients identified by Cause IQ

Capital Research and Management competitors

Competitors to Capital Research and Management in the nonprofit sector include Morgan Stanley Smith Barney LLC, Fidelity Investments, Vanguard Group, Inc., Capfinancial Partners, LLC, JP Morgan Chase, Jpmorgan Chase Bank Na, Nationwide, Great-West Life and Annuity Insurance Co., Mutual Of America Life Insurance Company, and Neuberger Berman.

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