Fidelity Management and Research Co. is a firm that provides investment management and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Fidelity Management and Research Co. clients are individual and family services, health and welfare funds, residential intellectual and developmental disability facilities, vocational rehabilitation services, and religious organizations with revenues ranging from $12 million to $88 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Management and Research; Fidelity Management Research Co.; and Fidelity Management Research.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Young Adult Institute (YAI) | 501(c)(3) | New York, NY | ||
| 2 | Goodwill Industries International | 501(c)(3) | Rockville, MD | ||
| 3 | Andrew W. Mellon Foundation | 501(c)(3) | New York, NY | ||
| 4 | University of Mount Saint Vincent | 501(c)(3) | Bronx, NY | ||
| 5 | Graham Windham | 501(c)(3) | Brooklyn, NY | ||
| 6 | Buckelew Programs | 501(c)(3) | Novato, CA | ||
| 7 | Rosenbaum Yeshiva of North Jersey (RYNJ) | 501(c)(3) | River Edge, NJ | ||
| 8 | United Way of Central and Northeastern Connecticut | 501(c)(3) | Hartford, CT | ||
| 9 | Staten Island Mental Health Society | 501(c)(3) | Staten Island, NY | ||
| 10 | Dynamic Youth Community (DYC) | 501(c)(3) | Brooklyn, NY | ||
| ... | and 28 more Fidelity Management and Research Co. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Management and Research Co. in the nonprofit sector include Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Pacific Investment Management Company, Proaccount, Morningstar, Wells Fargo Clearing Services LLC, Fiduciary Investment Advisors, Ubs Financial Services, Voya Retirement Insurance and Annuity Co., and US Bank.
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