Boston Partners is a firm that provides investment management, fiduciary trustee, legal, financial advisor, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Illinois, and New York (although they are present in other states as well).
Most Boston Partners clients are health and welfare funds, grantmaking foundations, colleges, universities, and professional schools, hospitals, and labor unions with revenues ranging from $12 million to $164 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Rotary Foundation of Rotary International | 501(c)(3) | Evanston, IL | ||
| 2 | Rotary International | 501(c)(4) | Evanston, IL | ||
| 3 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 4 | New England Aquarium | 501(c)(3) | Boston, MA | ||
| 5 | Southeastern Ohio Regional Medical Center (SEORMC) | 501(c)(3) | Cambridge, OH | ||
| 6 | Universidad Politecnica de Puerto Rico (PUPR) | 501(c)(3) | San Juan, PR | ||
| 7 | TCV Community Services | 501(c)(3) | Braddock, PA | ||
| 8 | Ferncliff Cemetery Association | 501(c)(13) | Hartsdale, NY | ||
| 9 | Arbutus Park Retirement Community | 501(c)(3) | Johnstown, PA | ||
| 10 | Blair Senior Services | 501(c)(3) | Altoona, PA | ||
| ... | and 9 more Boston Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Boston Partners in the nonprofit sector include Matrix Trust Company, Fiduciary Investment Advisors, Usi Consulting Group, Silchester International Investors Ltd, Global Retirement Partners LLC, Alerus Financial, N.a., Raymond James and Associates, Fidelity, Cambridge Associates, and Marquette and Associates.
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