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, colleges, universities, and professional schools, hospitals, labor unions, and grantmaking foundations with revenues ranging from $12 million to $193 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 | Ohiohealth Southeastern Medical Center (SEORMC) | 501(c)(3) | Columbus, 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 8 more Boston Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Boston Partners in the nonprofit sector include Fiduciary Investment Advisors, Matrix Trust Company, Usi Consulting Group, Silchester International Investors Ltd, JP Morgan Chase, The Segal Company, Cambridge Investment Research, Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, and Ubs Financial Services, Inc..
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