Cause IQ vendor profile

Calvert


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, child and youth services, and residential intellectual and developmental disability facilities with revenues ranging from $13 million to $55 million.

Primary location:
Bethesda, MD
All locations:
MD
Identified clients:
821
Avg client size:
$33 mil revenue
Median client size:
$17 mil revenue

Calvert client list

 NameTypeLocation
1The Chicago Community Trust501(c)(3)Chicago, IL
2US Committee for Refugees and Immigrants (USCRI)501(c)(3)Arlington, VA
3Vera Institute of Justice501(c)(3)Brooklyn, NY
4Second Harvest Heartland501(c)(3)Brooklyn Park, MN
5Annie E Casey Foundation (AECF)501(c)(3)Baltimore, MD
6American Committee and the Weizmann Institute of Science501(c)(3)New York, NY
7The New Teacher Project (TNTP)501(c)(3)New York, NY
8Make-A-Wish Foundation of America501(c)(3)Phoenix, AZ
9BronxWorks501(c)(3)Bronx, NY
10Rainforest Alliance501(c)(3)New York, NY
...and 811 more Calvert not-for-profit tax-exempt clients identified by Cause IQ

Calvert competitors

Competitors to Calvert in the nonprofit sector include Voya Retirement Insurance and Annuity Co., JP Morgan Chase, US Bank, Capfinancial Partners, LLC, The Segal Company, Express Scripts, Delta Dental, HM Life Insurance Company, United Healthcare Insurance Company, and LPL Financial.

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