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 elementary and secondary schools with revenues ranging from $24 million to $160 million.
Previous legal names, trade names, or just variations of their name include: Global Retirement Partners; Global Retirement Partners, LL; and Global Retirement Partners, LLP.
| 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 | Combined Jewish Philanthropies of Greater Boston | 501(c)(3) | Boston, MA | ||
| 4 | Global Impact | 501(c)(3) | Washington, DC | ||
| 5 | America Votes | 501(c)(4) | Washington, DC | ||
| 6 | National Football League Players Association (NFLPA) | 501(c)(5) | Washington, DC | ||
| 7 | Acdi / Voca | 501(c)(3) | Washington, DC | ||
| 8 | Association of Public Health Laboratories | 501(c)(3) | Bethesda, MD | ||
| 9 | Make-A-Wish Foundation of America | 501(c)(3) | Phoenix, AZ | ||
| 10 | New England Center for Children (NECC) | 501(c)(3) | Southborough, MA | ||
| ... | and 402 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 Minnesota Life Insurance Company, Transamerica Retirement Solutions, The Segal Company, JP Morgan Chase, US Bank, Adp, Fidelity Investments Institutional, Capfinancial Partners, LLC, LPL Financial, and Gallagher Benefit Services Inc.
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