Eaton Vance is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Illinois, and Pennsylvania (although they are present in other states as well).
Most Eaton Vance clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, and individual and family services with revenues ranging from $38 million to $125 million.
Previous legal names, trade names, or just variations of their name include: Eaton Vance Corp..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 2 | University of Maryland Faculty Physicians (FPI) | 501(c)(3) | Baltimore, MD | ||
| 3 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN | ||
| 4 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 5 | McKenzie County Healthcare Systems | 501(c)(3) | Watford City, ND | ||
| 6 | Adagio Health | 501(c)(3) | Pittsburgh, PA | ||
| 7 | Illinois Education Association | 501(c)(5) | Springfield, IL | ||
| 8 | John's Island Club | 501(c)(7) | Indian River Shores, FL | ||
| 9 | Ibew-Neca Southwestern Health and Benefit Fund | 501(c)(9) | Dallas, TX | ||
| 10 | Ufcw Local 1776ks Western Division and Employers' Health Fund | 501(c)(9) | Canonsburg, PA | ||
| ... | and 5 more Eaton Vance not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Eaton Vance in the nonprofit sector include Merrill Lynch Life Agency, Prime Buchholz and Associates, Towers Watson, Fiduciary Investment Advisors, Captrust, Advised Assets Group, LLC, Creative Planning, Morningstar, Paychex, Inc., and CBIZ Retirement Plan Services.
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