Cause IQ vendor profile

Calvert


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.

Primary location:
Bethesda, MD
Clients in:
MD
Identified clients:
759
Avg client size:
$36 mil revenue
Median client size:
$19 mil revenue

Calvert client list

  Name Type Location
1 The Chicago Community Trust 501(c)(3) Chicago, IL
2 Second Harvest Heartland 501(c)(3) Brooklyn Park, MN
3 Vera Institute of Justice 501(c)(3) Brooklyn, NY
4 Make-A-Wish Foundation of America 501(c)(3) Phoenix, AZ
5 BronxWorks 501(c)(3) Bronx, NY
6 Annie E Casey Foundation (AECF) 501(c)(3) Baltimore, MD
7 Rainforest Alliance 501(c)(3) New York, NY
8 National Association of County and City Health Officals (NACCHO) 501(c)(3) Washington, DC
9 Association of State and Territorial Health Officials 501(c)(3) Arlington, VA
10 The Institutes of Applied Human Dynamics (IAHD) 501(c)(3) Tarrytown, NY
... and 749 more Calvert not-for-profit tax-exempt clients identified by Cause IQ

Calvert competitors

Competitors to Calvert in the nonprofit sector include Great West Life and Annuity, Mutual Of America Investment Corporation, Ubs Financial Services Inc, Baker Tilly Us, LLP, Ameritas Life Insurance Corporation, Aetna Life Insurance Company, Unitedhealthcare Insurance Company, Massachusetts Mutual Life Insurance Co., Morgan Stanley Smith Barney LLC, and Standard Insurance Company.

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