Cause IQ vendor profile

Dodge and Cox


Dodge and Cox is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).

Most Dodge and Cox clients are health and welfare funds, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $17 million to $321 million.

Primary location:
San Francisco, CA
Clients in:
MA, MO, CA
Identified clients:
223
Avg client size:
$255 mil revenue
Median client size:
$38 mil revenue

Dodge and Cox client list

  Name Type Location
1 The Nemours Foundation 501(c)(3) Jacksonville, FL
2 Institute of Electrical and Electronics Engineers (IEEE) 501(c)(3) Piscataway, NJ
3 Adapt Community Network 501(c)(3) New York, NY
4 Annie E Casey Foundation (AECF) 501(c)(3) Baltimore, MD
5 Brookfield Zoological Chicago 501(c)(3) Brookfield, IL
6 Edison Electric Institute (EEI) 501(c)(6) Washington, DC
7 Wheeler Clinic 501(c)(3) Plainville, CT
8 Securities Industry and Financial Markets Association (SIFMA) 501(c)(6) New York, NY
9 Association of The United States Army 501(c)(3) Arlington, VA
10 American Society of Radiologic Technologists (ASRT) 501(c)(6) Albuquerque, NM
... and 213 more Dodge and Cox not-for-profit tax-exempt clients identified by Cause IQ

Dodge and Cox competitors

Competitors to Dodge and Cox in the nonprofit sector include Msi Financial Services Inc., Segal Marco Advisors, Lazard Asset Management LLC, Wilshire Associates Incorporated, Morningstar Associates, LLC, Nepc LLC, Covington and Burling LLP, Mid Atlantic Trust Company, Charles Schwab and Co., Inc., and Empower Annuity Insurance Company O.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!