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 New York (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, civic and social organizations, and child and youth services with revenues ranging from $13 million to $141 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:
113
Avg client size:
$44 mil revenue
Median client size:
$20 mil revenue

Fidelity Management and Research Comp client list

  Name Type Location
1 Adapt Community Network 501(c)(3) New York, NY
2 Forgotten Harvest 501(c)(3) Oak Park, MI
3 Wheeler Clinic 501(c)(3) Plainville, CT
4 Michigan Humane 501(c)(3) Detroit, MI
5 University Settlement Society of New York 501(c)(3) New York, NY
6 American Heart Association (AHA) 501(c)(3) Dallas, TX
7 Special Service for Groups (SSG) 501(c)(3) Los Angeles, CA
8 Children's Home Society of California 501(c)(3) Los Angeles, CA
9 New York Medical College (NYMC) 501(c)(3) Valhalla, NY
10 Children's Aid and Family Services (CAFSNJ) 501(c)(3) Paramus, NJ
... and 103 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 US Bank, Express Scripts, Ubs Financial Services, Community Insurance Company, HM Life Insurance Company, United Healthcare Insurance Company, Neuberger Berman BD LLC, Oppenheimer Funds, Inc., Delaware Vip Trust, and Capital Research and Management Company.

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