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, services for the elderly and people with disabilities, and child and youth services with revenues ranging from $9.9 million to $42 million.
| 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 | 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 215 more Calvert not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Calvert in the nonprofit sector include American Funds Distributors, Inc., Advised Assets Group, LLC, United Healthcare Insurance Company, Delta Dental, LPL Financial, The Segal Company, JP Morgan Chase, Capfinancial Partners, LLC, US Bank, and Express Scripts.
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