Carleon Capital Partners LLC is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey (although they are present in other states as well).
Most Carleon Capital Partners LLC clients are grantmaking foundations with revenues ranging from $3.1 million to $3.1 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | MCJ Amelior Foundation | 501(c)(3) | Morristown, NJ |
Competitors to Carleon Capital Partners LLC in the nonprofit sector include Fred Alger and Company, Incorporated, Cambridge Investment Research, Voya Retirement Insurance and Annuity Co., Northwestern Mutual Investment Serv, Morningstar, Minnesota Life Insurance Company, Ivy Funds, Inc., Pioneer Investment Management, Inc, Blue Cross Blue Shield Of Ma, and Optumrx, Inc..
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