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, residential intellectual and developmental disability facilities, and child and youth services with revenues ranging from $30 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 (EGPAF) | 501(c)(3) | Washington, DC | ||
| 3 | American Association of Motor Vehicle Administrators (AAMVA) | 501(c)(3) | Arlington, VA | ||
| 4 | Easter Seals Delaware and Maryland's Eastern Shore | 501(c)(3) | New Castle, DE | ||
| 5 | HASC Center | 501(c)(3) | Brooklyn, NY | ||
| 6 | UMGC Ventures | 501(c)(3) | Bethesda, MD | ||
| 7 | Venture Together | 501(c)(3) | Nanuet, NY | ||
| 8 | The Price Center | 501(c)(3) | Newton, MA | ||
| 9 | Council for Affordable Quality Healthcare (CAQH) | 501(c)(6) | Washington, DC | ||
| 10 | Campus Child Care | 501(c)(3) | Cambridge, MA | ||
| ... | and 37 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 Fiduciary Investment Advisors, Prime Buchholz and Associates, Proaccount, Victory, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Transamerica, Sei, Northwestern Mutual Investment Serv, and J.P. Morgan Investment Management.
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