Loomis Sayles and Co LP is a firm that provides investment management, financial advisor, audit accounting, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, New York, and Illinois (although they are present in other states as well).
Most Loomis Sayles and Co LP clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $27 million to $354 million.
Previous legal names, trade names, or just variations of their name include: Loomis Sayles; Loomis Sayles and Company; Loomis Sayles and Company, LP; Loomis Sayles Company LP; Loomis Sayles and Co.; Loomis, Sayles& Co., Inc.; Loomis, Sayles and Company, LLC; and Loomis, Sayles and Company L.L.P..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 2 | Northeastern University (NU) | 501(c)(3) | Boston, MA | ||
| 3 | North Shore University Hospital (NSUH) | 501(c)(3) | Westbury, NY | ||
| 4 | MedStar Health | 501(c)(3) | Columbia, MD | ||
| 5 | Point Park University | 501(c)(3) | Pittsburgh, PA | ||
| 6 | National Fire Protection Association | 501(c)(3) | Quincy, MA | ||
| 7 | Jawonio | 501(c)(3) | New City, NY | ||
| 8 | Dartmouth-Hitchcock (D-H) | 501(c)(3) | Lebanon, NH | ||
| 9 | Cottage Health | 501(c)(3) | Santa Barbara, CA | ||
| 10 | Air Line Pilots Association International (ALPA) | 501(c)(5) | Mclean, VA | ||
| ... | and 54 more Loomis Sayles and Co LP not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Loomis Sayles and Co LP in the nonprofit sector include Transamerica Retirement Solutions, Ameriprise Financial Services, LPL Financial, Adp, The Segal Company, Capfinancial Partners, LLC, Towers Watson, Fiduciary Investment Advisors, LLC, Nationwide, and State Street Bank and Trust.
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