Global Retirement Partners LLC is a firm that provides financial advisor, consulting services, investment management, administrative support, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California and Massachusetts (although they are present in other states as well).
Most Global Retirement Partners LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $24 million to $140 million.
Previous legal names, trade names, or just variations of their name include: Global Retirement Partners; and Global Retirement Partners, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Step Up For Students - Florida | 501(c)(3) | Jacksonville, FL | ||
| 2 | Trustees of the Smith College | 501(c)(3) | Northampton, MA | ||
| 3 | Mount Holyoke College | 501(c)(3) | South Hadley, MA | ||
| 4 | Combined Jewish Philanthropies of Greater Boston | 501(c)(3) | Boston, MA | ||
| 5 | Global Impact | 501(c)(3) | Washington, DC | ||
| 6 | Best Friends Animal Society | 501(c)(3) | Kanab, UT | ||
| 7 | American Association for Cancer Research | 501(c)(3) | Philadelphia, PA | ||
| 8 | New England Center for Children (NECC) | 501(c)(3) | Southborough, MA | ||
| 9 | Acdi / Voca | 501(c)(3) | Washington, DC | ||
| 10 | Make-A-Wish Foundation of America | 501(c)(3) | Phoenix, AZ | ||
| ... | and 393 more Global Retirement Partners LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Global Retirement Partners LLC in the nonprofit sector include Transamerica Retirement Solutions, Minnesota Life Insurance Company, US Bank, JP Morgan Chase, LPL Financial, Adp, The Segal Company, Fidelity Investments Institutional, Capfinancial Partners, LLC, and Kestra Advisory Services LLC.
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