Boston Partners is a firm that provides investment management, fiduciary trustee, legal, financial advisor, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Illinois, and New York (although they are present in other states as well).
Most Boston Partners clients are health and welfare funds, colleges, universities, and professional schools, hospitals, labor unions, and grantmaking foundations with revenues ranging from $12 million to $224 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Rotary Foundation of Rotary International | 501(c)(3) | Evanston, IL | ||
| 2 | Rotary International | 501(c)(4) | Evanston, IL | ||
| 3 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 4 | Ohiohealth Southeastern Medical Center (SEORMC) | 501(c)(3) | Columbus, OH | ||
| 5 | Universidad Politecnica de Puerto Rico (PUPR) | 501(c)(3) | San Juan, PR | ||
| 6 | TCV Community Services | 501(c)(3) | Braddock, PA | ||
| 7 | Arbutus Park Retirement Community | 501(c)(3) | Johnstown, PA | ||
| 8 | Ferncliff Cemetery Association | 501(c)(13) | Hartsdale, NY | ||
| 9 | Blair Senior Services | 501(c)(3) | Altoona, PA | ||
| 10 | Community Action Partnership of Cambria County (CAPCC) | 501(c)(3) | Johnstown, PA | ||
| ... | and 7 more Boston Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Boston Partners in the nonprofit sector include Matrix Trust Company, Fiduciary Investment Advisors, Usi Consulting Group, Silchester International Investors Ltd, Global Retirement Partners LLC, The Segal Company, JP Morgan Chase, Dimeo Schneider, Newport Trust Company, and Sageview Advisory Group, LLC.
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