Morningstar Investment Management LLC is a firm that provides financial advisor and 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 Morningstar Investment Management LLC clients are outpatient health care practitioners and facilities, individual and family services, child and youth services, and vocational rehabilitation services with revenues ranging from $29 million to $115 million.
Previous legal names, trade names, or just variations of their name include: Morningstar Investment Management.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell) | 501(c)(3) | Boston, MA | ||
| 2 | Elizabeth Glaser Pediatric Aids Foundation | 501(c)(3) | Washington, DC | ||
| 3 | Easter Seals Delaware and Maryland's Eastern Shore | 501(c)(3) | New Castle, DE | ||
| 4 | HASC Center | 501(c)(3) | Brooklyn, NY | ||
| 5 | The Child Center of Ny | 501(c)(3) | Forest Hills, NY | ||
| 6 | UMGC Ventures | 501(c)(3) | Bethesda, MD | ||
| 7 | Council for Affordable Quality Healthcare (CAQH) | 501(c)(6) | Washington, DC | ||
| 8 | Campus Child Care | 501(c)(3) | Cambridge, MA | ||
| 9 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| 10 | Northwestern Media (UNWSP) | 501(c)(3) | Saint Paul, MN | ||
| ... | and 39 more Morningstar Investment Management LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar Investment Management LLC in the nonprofit sector include Towers Watson, Fiduciary Investment Advisors, CBIZ Retirement Plan Services, Prime Buchholz and Associates, Wells Fargo Clearing Services LLC, Minnesota Life Insurance Company, Raymond James Financial Services, Mma Securities LLC, Northwestern Mutual Investment Serv, and RBC Capital Markets.
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