Metropolitan West 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 Metropolitan West clients are hospitals, health and welfare funds, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $28 million to $303 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 2 | American Veterinary Medical Association (AVMA) | 501(c)(6) | Schaumburg, IL | ||
| 3 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 4 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 5 | Group Health Plan | 501(c)(3) | Minneapolis, MN | ||
| 6 | Hunterdon Healthcare | 501(c)(3) | Flemington, NJ | ||
| 7 | St Joseph's Hospital Yonkers | 501(c)(3) | Yonkers, NY | ||
| 8 | Blythedale Children's Hospital | 501(c)(3) | Valhalla, NY | ||
| 9 | Stoughton Hospital Association | 501(c)(3) | Stoughton, WI | ||
| 10 | National Aquarium | 501(c)(3) | Baltimore, MD | ||
| ... | and 31 more Metropolitan West not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Metropolitan West in the nonprofit sector include Ivy Funds, Inc., Pioneer Investment Management, Inc, Harbor Funds, Legg Mason, Merrill Lynch Life Agency, Prime Buchholz and Associates, Towers Watson, Fiduciary Investment Advisors, Optumrx, Inc., and Captrust.
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