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 New York (although they are present in other states as well).
Most Eaton Vance clients are health and welfare funds, hospitals, individual and family services, grantmaking foundations, civic and social organizations, and labor unions with revenues ranging from $39 million to $376 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 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 3 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN | ||
| 4 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 5 | Illinois Education Association | 501(c)(5) | Springfield, IL | ||
| 6 | John's Island Club | 501(c)(7) | Indian River Shores, FL | ||
| 7 | Ibew-Neca Southwestern Health and Benefit Fund | 501(c)(9) | Dallas, TX | ||
| 8 | Ufcw Local 1776ks Western Division and Employers' Health Fund | 501(c)(9) | Canonsburg, PA | ||
| 9 | Eighth District Electrical Benefit Fund | 501(c)(9) | Las Vegas, NV | ||
| 10 | Southwest Multicraft Health & Welfare Trust Fund | 501(c)(9) | Albuquerque, NM | ||
| ... | and 3 more Eaton Vance not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Eaton Vance in the nonprofit sector include Morningstar, Advised Assets Group, LLC, Towers Watson, Oneamerica Retirement Services LLC, Victory, Morningstar Investment Management LLC, Fiduciary Investment Advisors, CBIZ Retirement Plan Services, Prime Buchholz and Associates, and Sei.
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