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, residential intellectual and developmental disability facilities, outpatient health care practitioners and facilities, and individual and family services with revenues ranging from $15 million to $120 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 | Pennsylvania State Education Association (PSEA) | 501(c)(6) | Harrisburg, PA | ||
| 5 | Richmond Community Services | 501(c)(3) | Mount Kisco, NY | ||
| 6 | Wesleyan School | 501(c)(3) | Peachtree Corners, GA | ||
| 7 | American Lung Association of The upper Midwest | 501(c)(3) | Brookfield, WI | ||
| 8 | Girl Scouts San Diego | 501(c)(3) | San Diego, CA | ||
| 9 | Staten Island Mental Health Society | 501(c)(3) | Staten Island, NY | ||
| 10 | Enloe Health | 501(c)(3) | Chico, CA | ||
| ... | and 48 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 Sei Investments, Empower Annuity Insurance Company, Vanguard Group, Inc., Fidelity Investments, Morgan Stanley Smith Barney LLC, Planpilot, LLC, Aetna Life Insurance Company, US Bank, Capfinancial Partners, LLC, and The Segal Company.
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