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, child and youth services, individual and family services, and vocational rehabilitation services with revenues ranging from $31 million to $124 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 | The Price Center | 501(c)(3) | Newton, MA | ||
| 8 | Council for Affordable Quality Healthcare (CAQH) | 501(c)(6) | Washington, DC | ||
| 9 | Campus Child Care | 501(c)(3) | Cambridge, MA | ||
| 10 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| ... | and 38 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 Colonial Consulting, Wilshire Associates Inc., Royal Alliance Associates Inc, Advised Assets Group, Mass Mutual, Stifel Nicolaus, New York Life Insurance Company, Kestra Investment Services LLC, Voya Retirement Insurance, and Cpi Qualified Plan Consultants.
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