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 | Second Harvest Heartland | 501(c)(3) | Brooklyn Park, MN | ||
| 3 | US Committee for Refugees and Immigrants (USCRI) | 501(c)(3) | Arlington, VA | ||
| 4 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 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 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 8 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 9 | Rainforest Alliance | 501(c)(3) | New York, NY | ||
| 10 | National Association of County and City Health Officals (NACCHO) | 501(c)(3) | Washington, DC | ||
| ... | and 807 more Calvert not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Calvert in the nonprofit sector include Advised Assets Group, LLC, US Bank, Express Scripts, Capfinancial Partners, LLC, HM Life Insurance Company, United Healthcare Insurance Company, Delta Dental, The Segal Company, Oppenheimer Funds, Inc., and JP Morgan Chase.
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