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, and residential intellectual and developmental disability facilities with revenues ranging from $10 million to $43 million.

Primary location:
Bethesda, MD
Clients in:
MD
Identified clients:
227
Avg client size:
$38 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 Annie E Casey Foundation (AECF) 501(c)(3) Baltimore, MD
3 BronxWorks 501(c)(3) Bronx, NY
4 International Fund for Animal Welfare (IFAW) 501(c)(3) Washington, DC
5 Federation of Multicultural Programs 501(c)(3) Brooklyn, NY
6 Heartland Alliance for Human Needs and Rights 501(c)(3) Chicago, IL
7 Program for Appropriate Technology in Health Path (PATH) 501(c)(3) Seattle, WA
8 Girls Incorporated of Alameda County 501(c)(3) Oakland, CA
9 Families First 501(c)(3) Atlanta, GA
10 Met Council 501(c)(3) New York, NY
... and 217 more Calvert not-for-profit tax-exempt clients identified by Cause IQ

Calvert competitors

Competitors to Calvert in the nonprofit sector include Advised Assets Group, LLC, Invesco Oppenheimer, Capfinancial Partners, LLC, US Bank, United Healthcare Insurance Company, Adp, Oppenheimer Funds, Inc., J.P. Morgan Investment Management, Voya Retirement Insurance and Annuity Co., and Express Scripts.

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