Cause IQ vendor profile

Vanguard Energy Services LLC


Vanguard Energy Services LLC is a firm that provides investment management, fiduciary trustee, administrative support, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).

Most Vanguard Energy Services LLC clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $14 million to $99 million.

Previous legal names, trade names, or just variations of their name include: Vanguard; and Vanguard Energy Services.

Primary location:
Valley Forge, PA
All locations:
IL, PA, TX, WI
Identified clients:
1,385
Avg client size:
$114 mil revenue
Median client size:
$21 mil revenue

Vanguard Energy Services LLC client list

 NameTypeLocation
1New York University (NYU)501(c)(3)New York, NY
2Harvard University501(c)(3)Cambridge, MA
3Johns Hopkins University (JHU)501(c)(3)Baltimore, MD
4The Chicago Community Trust501(c)(3)Chicago, IL
5Howard University501(c)(3)Washington, DC
6Fhi 360501(c)(3)Durham, NC
7The Jewish Federations of North America (JFNA)501(c)(3)New York, NY
8Trinity University / Business Office501(c)(3)San Antonio, TX
9Metropolitan Opera Association501(c)(3)New York, NY
10US Committee for Refugees and Immigrants (USCRI)501(c)(3)Arlington, VA
...and 1,375 more Vanguard Energy Services LLC not-for-profit tax-exempt clients identified by Cause IQ

Vanguard Energy Services LLC competitors

Competitors to Vanguard Energy Services LLC in the nonprofit sector include Fidelity Investments Institutional, JP Morgan Chase, The Segal Company, The Vanguard Group, Wells Fargo Bank, T. Rowe Price, TIAA, Fidelity Investments, Aetna Life Insurance Company, and Mutual Of America Life Insurance Company.

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