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, colleges, universities, and professional schools, and assisted living and continuing care retirement communities with revenues ranging from $30 million to $291 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Veterinary Medical Association (AVMA) | 501(c)(6) | Schaumburg, IL | ||
| 2 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 3 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 4 | Trustees of Masonic Hall and Asylum Fund | 501(c)(3) | New York, NY | ||
| 5 | Dunwoody Village | 501(c)(3) | Newtown Square, PA | ||
| 6 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 7 | HealthPartners | 501(c)(3) | Minneapolis, MN | ||
| 8 | Hunterdon Medical Center | 501(c)(3) | Flemington, NJ | ||
| 9 | DePauw University | 501(c)(3) | Greencastle, IN | ||
| 10 | Blythedale CHILDREN'S Hospital | 501(c)(3) | Valhalla, NY | ||
| ... | and 34 more Metropolitan West not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Metropolitan West in the nonprofit sector include Dreyfus, Empower Retirement Advisory Service, Mid Atlantic Capital Corporation, Alliancebernstein L.P., JP Morgan Funds, Wellington Management Company LLC, Cambridge Associates, Alerus Financial, N.a., Silchester International Investors Ltd, and William Blair and Company.
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