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, hospitals, and individual and family services with revenues ranging from $35 million to $122 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 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN | ||
| 3 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 4 | McKenzie County Healthcare Systems | 501(c)(3) | Watford City, ND | ||
| 5 | Adagio Health | 501(c)(3) | Pittsburgh, PA | ||
| 6 | Illinois Education Association | 501(c)(5) | Springfield, IL | ||
| 7 | John's Island Club | 501(c)(7) | Indian River Shores, FL | ||
| 8 | Ibew-Neca Southwestern Health and Benefit Fund | 501(c)(9) | Dallas, TX | ||
| 9 | Ufcw Local 1776ks Western Division and Employers' Health Fund | 501(c)(9) | Canonsburg, PA | ||
| 10 | Eighth District Electrical Benefit Fund | 501(c)(9) | Las Vegas, NV | ||
| ... | and 4 more Eaton Vance not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Eaton Vance in the nonprofit sector include Matrix Trust Company, Vanguard Funds, Alerus Financial, N.a., Raymond James and Associates, Kestra Advisory Services LLC, Pensionmark Financial Group LLC, Leafhouse Financial Advisors, LLC, Marquette and Associates, LPL Financial LLC - RPCP, and Investment Performance Services.
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