Calvert is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California (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 vocational rehabilitation services with revenues ranging from $11 million to $43 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 3 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 4 | Heartland Alliance for Human Needs and Rights | 501(c)(3) | Chicago, IL | ||
| 5 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 6 | Federation of Multicultural Programs | 501(c)(3) | Brooklyn, NY | ||
| 7 | Program for Appropriate Technology in Health Path (PATH) | 501(c)(3) | Seattle, WA | ||
| 8 | Families First | 501(c)(3) | Atlanta, GA | ||
| 9 | Girls Incorporated of Alameda County | 501(c)(3) | Oakland, CA | ||
| 10 | Community Partners | 501(c)(3) | Los Angeles, CA | ||
| ... | and 308 more Calvert not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Calvert in the nonprofit sector include Advised Assets Group, LLC, JP Morgan Chase, Express Scripts, United Healthcare Insurance Company, HM Life Insurance Company, Delta Dental, The Segal Company, J.P. Morgan Investment Management, Pimco, and Usi Insurance Services LLC.
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