Boston Partners is a firm that provides investment management, fiduciary trustee, consulting services, legal, and financial advisor 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 Boston Partners clients are health and welfare funds and grantmaking foundations with revenues ranging from $12 million to $109 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 | Ohiohealth Southeastern Medical Center (SEORMC) | 501(c)(3) | Columbus, OH | ||
| 4 | Universidad Politecnica de Puerto Rico (PUPR) | 501(c)(3) | San Juan, PR | ||
| 5 | TCV Community Services | 501(c)(3) | Braddock, PA | ||
| 6 | Ferncliff Cemetery Association | 501(c)(13) | Hartsdale, NY | ||
| 7 | Blair Senior Services | 501(c)(3) | Altoona, PA | ||
| 8 | Community Action Partnership of Cambria County (CAPCC) | 501(c)(3) | Johnstown, PA | ||
| 9 | The Kemper & Ethel Marley Fdn | 501(c)(3) | Phoenix, AZ | ||
| 10 | Bill and Julia Van Domelen Foundation | 501(c)(3) | Southfield, MI | ||
| ... | and 4 more Boston Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Boston Partners in the nonprofit sector include Fiduciary Investment Advisors, Matrix Trust Company, Segal Marco Advisors, Silchester International Investors Ltd, JP Morgan Chase, The Segal Company, Fidelity Investments Institutional, Global Retirement Partners LLC, Merrill Lynch, and Nationwide.
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