Cause IQ vendor profile

Pacific Investment Management Company


Pacific Investment Management Company is a firm that provides investment management, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California, Illinois, New York, Michigan, and Oregon (although they are present in other states as well).

Most Pacific Investment Management Company clients are health and welfare funds and labor unions with revenues ranging from $12 million to $397 million.

Previous legal names, trade names, or just variations of their name include: Pacific Investment Management Company LLC.

Primary location:
Newport, CA
Clients in:
MO, CA
Identified clients:
28
Avg client size:
$636 mil revenue
Median client size:
$42 mil revenue

Pacific Investment Management Company client list

  Name Type Location
1 National Rural Electric Cooperative Association (NRECA) 501(c)(6) Arlington, VA
2 Y & H Soda Foundation 501(c)(3) Moraga, CA
3 Indiana University Health 501(c)(3) Indianapolis, IN
4 Electrical Insurance Trustees 501(c)(9) Alsip, IL
5 Local 812 Health Fund 501(c)(9) Great Neck, NY
6 IBEW Electrial Workers General Welfare Fund 501(c)(9) Warrenville, IL
7 Local No 4 SEIU Health and Welfare Fund 501(c)(9) Chicago, IL
8 Uaw - International Union Uaw 501(c)(5) Detroit, MI
9 Oregon Education Association 501(c)(5) Portland, OR
10 IBEW Local No 98 Sound and Communication Workers Health and Welfare Plan 501(c)(8) Philadelphia, PA
... and 18 more Pacific Investment Management Company not-for-profit tax-exempt clients identified by Cause IQ

Pacific Investment Management Company competitors

Competitors to Pacific Investment Management Company in the nonprofit sector include Paychex, Inc., Wells Fargo Clearing Services LLC, Morningstar, Fiduciary Investment Advisors, Cambridge Investment Research Inc, Oneamerica Retirement Services LLC, State Street Global Advisors, Benefit Plans Admin Services, Inc., Sei, and Minnesota Life Insurance Company.

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