Cause IQ vendor profile

Putnam Retail Management


Putnam Retail Management is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California, Florida, and New York (although they are present in other states as well).

Most Putnam Retail Management clients are child and youth services, outpatient health care practitioners and facilities, and individual and family services with revenues ranging from $14 million to $46 million.

Primary location:
Boston, MA
Clients in:
MA
Identified clients:
48
Avg client size:
$35 mil revenue
Median client size:
$20 mil revenue

Putnam Retail Management client list

  Name Type Location
1 Summer Search 501(c)(3) Oakland, CA
2 Common Cause Education Fund 501(c)(3) Washington, DC
3 ALS Association (ALS) 501(c)(3) Arlington, VA
4 Global Associations of Risk Proffesionals (GARP) 501(c)(6) Jersey City, NJ
5 Korean Community Services 501(c)(3) Anaheim, CA
6 Teach Plus 501(c)(3) Boston, MA
7 Us National Whitewater Center 501(c)(3) Charlotte, NC
8 National Domestic Workers Alliance (NDWA) 501(c)(3) New York, NY
9 Early Learning Indiana (ELI) 501(c)(3) Indianapolis, IN
10 Hudson Partnership Care Management Organization 501(c)(3) Secaucus, NJ
... and 38 more Putnam Retail Management not-for-profit tax-exempt clients identified by Cause IQ

Putnam Retail Management competitors

Competitors to Putnam Retail Management in the nonprofit sector include Ivy Funds, Inc., Delaware Vip Trust, Pioneer Investment Management, Inc, Hartford Investment Financial Services, Harbor Funds, Nuveen Investments, Victory, Legg Mason, Merrill Lynch Life Agency, and Prime Buchholz and Associates.

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