Calvert is a firm that provides investment management 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 Calvert clients are individual and family services, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and child and youth services with revenues ranging from $14 million to $59 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | US Committee for Refugees and Immigrants (USCRI) | 501(c)(3) | Arlington, VA | ||
| 3 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 4 | Second Harvest Heartland | 501(c)(3) | Brooklyn Park, MN | ||
| 5 | The New Teacher Project (TNTP) | 501(c)(3) | New York, NY | ||
| 6 | Make-A-Wish Foundation of America | 501(c)(3) | Phoenix, AZ | ||
| 7 | American Committee and the Weizmann Institute of Science | 501(c)(3) | New York, NY | ||
| 8 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 9 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 10 | Rainforest Alliance | 501(c)(3) | New York, NY | ||
| ... | and 811 more Calvert not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Calvert in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Fidelity Investments Institutional, Invesco Oppenheimer, Advised Assets Group, LLC, LPL Financial, Express Scripts, JP Morgan Chase, US Bank, Capfinancial Partners, LLC, and The Segal Company.
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