Putnam Investments is a firm that provides investment management and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, Michigan, and Oklahoma (although they are present in other states as well).
Most Putnam Investments clients are health and welfare funds, hospitals, assisted living and continuing care retirement communities, and professional associations with revenues ranging from $26 million to $262 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Air-Conditioning, Heating, and Refrigeration Institute (AHRI) | 501(c)(6) | Arlington, VA | ||
| 2 | Thorek Memorial Hospital | 501(c)(3) | Chicago, IL | ||
| 3 | Montereau | 501(c)(3) | Tulsa, OK | ||
| 4 | Four County Mental Health Center | 501(c)(3) | Independence, KS | ||
| 5 | The Providence Center | 501(c)(3) | Providence, RI | ||
| 6 | Parkside Psychiatric Hospital and Clinic | 501(c)(3) | Tulsa, OK | ||
| 7 | Florida Court Clerks and Comptrollers | 501(c)(6) | Tallahassee, FL | ||
| 8 | Delta Community Credit Union | 501(c)(14) | Atlanta, GA | ||
| 9 | Emmanuel College | 501(c)(3) | Boston, MA | ||
| 10 | Uaw Retirees of Mack Trucks Health Benefit Fund | 501(c)(9) | Washington, DC | ||
| ... | and 9 more Putnam Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Putnam Investments in the nonprofit sector include State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Resources Investment Advisors, Inc., Royal Alliance Associates Inc, Optum RX Inc, Caron and Bletzer, PLLC, Members Capital Advisors, Inc, Mass Mutual, Massachusetts Mutual Life Ins Company, and Capital Blue Cross.
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