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, residential intellectual and developmental disability facilities, assisted living and continuing care retirement communities, and professional associations with revenues ranging from $22 million to $235 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 | Moore Center Services | 501(c)(3) | Manchester, NH | ||
| ... | and 10 more Putnam Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Putnam Investments in the nonprofit sector include Royal Alliance Associates Inc, Savrx, Resources Investment Advisors, Inc., Members Capital Advisors, Inc, Fiduciary Investment Advisors, LLC, Caron and Bletzer, PLLC, Mass Mutual, Massachusetts Mutual Life Ins Company, Delta Dental Of Colorado, and Horizon Healthcare Services, Inc.
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