Pgim Investments is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, New Jersey, and Pennsylvania (although they are present in other states as well).
Most Pgim Investments clients are outpatient health care practitioners and facilities, health and welfare funds, and elementary and secondary schools with revenues ranging from $27 million to $122 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | Council of Chief State School Officers | 501(c)(3) | Washington, DC | ||
| 3 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 4 | American Hotel & Lodging Association (AHLA) | 501(c)(6) | Washington, DC | ||
| 5 | DSST Public Schools (DSST) | 501(c)(3) | Denver, CO | ||
| 6 | University of Maryland Faculty Physicians (FPI) | 501(c)(3) | Baltimore, MD | ||
| 7 | Blythedale Children's Hospital | 501(c)(3) | Valhalla, NY | ||
| 8 | Greater Miami Jewish Federation | 501(c)(3) | Miami, FL | ||
| 9 | Aspire Health Alliance (SSMH) | 501(c)(3) | Braintree, MA | ||
| 10 | Connecticut Community Care | 501(c)(3) | Bristol, CT | ||
| ... | and 14 more Pgim Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pgim Investments in the nonprofit sector include Ivy Funds, Inc., Segall Bryant and Hamill, Towers Watson, Paychex, Inc., Wells Fargo Clearing Services LLC, Caremark, Creative Planning, Morningstar Investment Management LLC, Advised Assets Group, LLC, and Merrill Lynch Life Agency.
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