Loomis Sayles and Co LP is a firm that provides investment management, financial advisor, audit accounting, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania and New York (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 $37 million to $619 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 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 2 | Northeastern University (NU) | 501(c)(3) | Boston, MA | ||
| 3 | North Shore University Hospital (NSUH) | 501(c)(3) | Westbury, NY | ||
| 4 | Albert Einstein Medical Center | 501(c)(3) | Philadelphia, PA | ||
| 5 | MedStar Health | 501(c)(3) | Columbia, MD | ||
| 6 | Point Park University | 501(c)(3) | Pittsburgh, PA | ||
| 7 | National Fire Protection Association | 501(c)(3) | Quincy, MA | ||
| 8 | Jawonio | 501(c)(3) | New City, NY | ||
| 9 | Dartmouth-Hitchcock (D-H) | 501(c)(3) | Lebanon, NH | ||
| 10 | Air Line Pilots Association International (ALPA) | 501(c)(5) | Mclean, VA | ||
| ... | and 53 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 Transamerica Retirement Solutions, Ameriprise Financial Services, LPL Financial, Towers Watson, Capfinancial Partners, LLC, Adp, The Segal Company, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Aon Consulting Inc.
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