Rocaton Investment Advisors is a firm that provides financial advisor, consulting services, investment management, insurance, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Massachusetts, and Maryland (although they are present in other states as well).
Most Rocaton Investment Advisors clients are hospitals, outpatient health care practitioners and facilities, scientific research and development services, elementary and secondary schools, colleges, universities, and professional schools, community housing services, and religious organizations with revenues ranging from $51 million to $3.8 billion.
Previous legal names, trade names, or just variations of their name include: Rocaton Investment Advisors, LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | RAND Corporation (RAND) | 501(c)(3) | Santa Monica, CA | ||
| 2 | Gilman School | 501(c)(3) | Baltimore, MD | ||
| 3 | Center on Budget and Policy Priorities | 501(c)(3) | Washington, DC | ||
| 4 | Hofstra University | 501(c)(3) | Hempstead, NY | ||
| 5 | ADA Forsyth Institute | 501(c)(3) | Somerville, MA | ||
| 6 | Long Island Jewish Medical Center (LIJMC) | 501(c)(3) | Westbury, NY | ||
| 7 | North Shore University Hospital (NSUH) | 501(c)(3) | Westbury, NY | ||
| 8 | The Broad Institute | 501(c)(3) | Cambridge, MA | ||
| 9 | Mosaic Community Services | 501(c)(3) | Baltimore, MD | ||
| 10 | Saint Vincent Health System | 501(c)(3) | Pittsburgh, PA | ||
| ... | and 1 more Rocaton Investment Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Rocaton Investment Advisors in the nonprofit sector include State Street Bank and Trust Company, Fiduciary Investment Advisors, Healthcare Community Securities Cor, Dimeo Schneider, Alight Solutions LLC, Transamerica, Principal, Marquette and Associates, Leafhouse Financial Advisors, LLC, and Stifel Nicolaus.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.