Cause IQ vendor profile

Fidelity Management and Research Company


Fidelity Management and Research Company 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 Company clients are outpatient health care practitioners and facilities, individual and family services, and residential intellectual and developmental disability facilities with revenues ranging from $8.3 million to $66 million.

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

Primary location:
Boston, MA
Clients in:
OH, MA
Identified clients:
130
Avg client size:
$48 mil revenue
Median client size:
$19 mil revenue

Fidelity Management and Research Company client list

  Name Type Location
1 Wayfinder Family Services 501(c)(3) Los Angeles, CA
2 Girl Scouts of Northern California 501(c)(3) Alameda, CA
3 Andrew W. Mellon Foundation 501(c)(3) New York, NY
4 Achelis and Bodman Foundation 501(c)(3) New York, NY
5 Brockton Hospital 501(c)(3) Brockton, MA
6 Health Right 360 501(c)(3) San Francisco, CA
7 Greater Miami Jewish Federation 501(c)(3) Miami, FL
8 Pacific Clinics 501(c)(3) Arcadia, CA
9 Health Choice Network of Florida (HCN) 501(c)(3) Miami, FL
10 Jawonio 501(c)(3) New City, NY
... and 120 more Fidelity Management and Research Company not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Management and Research Company competitors

Competitors to Fidelity Management and Research Company in the nonprofit sector include Great West Life and Annuity, Cambridge Associates LLC, Ubs Financial Services Inc, Northern Trust, Victory Capital Management, T. Rowe Price, Calvert Research and Management Co., Invesco, Baker Tilly Us, LLP, and Goldman Sachs.

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