Loomis Sayles and Co LP is a firm that provides investment management, financial advisor, fiduciary trustee, audit accounting, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Pennsylvania (although they are present in other states as well).
Most Loomis Sayles and Co LP clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $39 million to $450 million.
Previous legal names, trade names, or just variations of their name include: Loomis Sayles; Loomis Sayles and Company; Loomis Sayles and Company, LP; Loomis Sayles Company LP; Loomis Sayles and Co.; Loomis, Sayles& Co., Inc.; Loomis, Sayles and Company, LLC; and Loomis, Sayles and Company L.L.P..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Ithaka | 501(c)(3) | New York, NY | ||
| 2 | New Jersey Hospital Association (NJHA) | 501(c)(6) | Princeton, NJ | ||
| 3 | North Shore University Hospital (NSUH) | 501(c)(3) | Westbury, NY | ||
| 4 | Boston Medical Center (BMC) | 501(c)(3) | Boston, MA | ||
| 5 | Torrance Health Association | 501(c)(3) | Torrance, CA | ||
| 6 | Intrepid Sea-Air-Space Museum | 501(c)(3) | New York, NY | ||
| 7 | Mary Hitchcock Memorial Hospital | 501(c)(3) | Lebanon, NH | ||
| 8 | Southern New Hampshire Medical Center | 501(c)(3) | Nashua, NH | ||
| 9 | Tidalhealth | 501(c)(3) | Salisbury, MD | ||
| 10 | Bristol Bay Area Health Corporation | 501(c)(3) | Dillingham, AK | ||
| ... | and 51 more Loomis Sayles and Co LP not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Loomis Sayles and Co LP in the nonprofit sector include State Street Bank and Trust, United Healthcare, Fiduciary Investment Advisors, LLC, Nationwide, Mercer, Sageview Advisory Group, LLC, Pension Assurance LLP, Empower Annuity Insurance Company, Vanguard Group, Inc., and Sei Investments.
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