Cause IQ vendor profile

Fidelity Management and Research Comp


Fidelity Management and Research Comp is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania and Texas (although they are present in other states as well).

Most Fidelity Management and Research Comp clients are outpatient health care practitioners and facilities, individual and family services, child and youth services, and civic and social organizations with revenues ranging from $12 million to $124 million.

Previous legal names, trade names, or just variations of their name include: Fidelity Management Research Comp.

Primary location:
Boston, MA
Clients in:
MA
Identified clients:
75
Avg client size:
$44 mil revenue
Median client size:
$19 mil revenue

Fidelity Management and Research Comp client list

  Name Type Location
1 Michigan Humane 501(c)(3) Detroit, MI
2 University Settlement Society of New York 501(c)(3) New York, NY
3 American Heart Association (AHA) 501(c)(3) Dallas, TX
4 Special Service for Groups (SSG) 501(c)(3) Los Angeles, CA
5 Children's Home Society of California 501(c)(3) Los Angeles, CA
6 Pennsylvania Medical Society (PAMED) 501(c)(6) Mechanicsburg, PA
7 Valley Presbyterian Hospital 501(c)(3) Van Nuys, CA
8 Children's Wisconsin / Children's Hospital and Health System Inc 501(c)(3) Milwaukee, WI
9 Hartford Healthcare at Home 501(c)(3) Wethersfield, CT
10 Community Healthcare Network (CHN) 501(c)(3) New York, NY
... and 65 more Fidelity Management and Research Comp not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Management and Research Comp competitors

Competitors to Fidelity Management and Research Comp in the nonprofit sector include HM Life Insurance Company, Delaware Vip Trust, Oppenheimer Funds, Inc., Metropolitan Life, Invesco Oppenheimer, American Funds Distributors, Inc., Calvert, Neuberger Berman BD LLC, Community Insurance Company, and Capital Research and Management Company.

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