Metropolitan West Asset Management is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California, New York, Michigan, and Minnesota (although they are present in other states as well).
Most Metropolitan West Asset Management clients are health and welfare funds, hospitals, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $20 million to $161 million.
Previous legal names, trade names, or just variations of their name include: Metropolitan West Asset Management LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | LifeLink Foundation | 501(c)(3) | Tampa, FL | ||
| 2 | International Foundation of Employee Benefit Plans | 501(c)(3) | Brookfield, WI | ||
| 3 | Uk King's Daughters Medical Center (KDMC) | 501(c)(3) | Ashland, KY | ||
| 4 | Montereau | 501(c)(3) | Tulsa, OK | ||
| 5 | 12 and 12 | 501(c)(3) | Tulsa, OK | ||
| 6 | Gurwin Jewish-Fay J Lindner Residences | 501(c)(3) | Commack, NY | ||
| 7 | Gurwin Home Care Agency | 501(c)(3) | Commack, NY | ||
| 8 | California Service Employees Health and Welfare Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 9 | Claxton-Hepburn Medical Center | 501(c)(3) | Ogdensburg, NY | ||
| 10 | UAW Retirees Health Care Trust | 501(c)(9) | Washington, DC | ||
| ... | and 15 more Metropolitan West Asset Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Metropolitan West Asset Management in the nonprofit sector include Colonial Consulting, Deutsche Investment Management, Massachusetts Mutual Life Ins Company, Royal Alliance Associates Inc, Wellington Trust Company, Wilshire Associates Inc., Great West Life and Annuity Ins Company, The Variable Annuity Life Insurance, Charles Schwab, and State Street Bank and Trust.
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