CALVERT RESEARCH AND MANAGEMENT
Adviser information for CALVERT RESEARCH AND MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 210 |
|---|---|
| Investment Advisory/Research | 204 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,230 | $38.2B |
| Non-Discretionary | 49 | $269.8M |
| Total | 1,279 | $38.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 46 | $37.9B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $241.2M |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $28.0M |
| Other | 1,230 | $269.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 9 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)MODEL PORTFOLIOS; ENVIRONMENTAL, SOCIAL, & GOVERNANCE; SCREENING AGENT SERVICES |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 269.8M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| UNIFIED MANAGED ACCOUNT | MORGAN STANLEY |
Identifiers
| SEC RIA File Number | 801-108378 |
|---|---|
| SEC ERA File Number | 801-108378 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285127 |
| Legal Entity Identifier | 549300GOOVVJOXZULX66 |
Principal Office
2050 M STREET NW2ND FLOOR
WASHINGTON
DC
United States
Monday - Friday, 8:45 A.M. - 5:30 P.M.
Tel: 800-368-2745, Fax: None
Chief Compliance Officer
HOPE BROWN
CHIEF COMPLIANCE OFFICER
2050 M STREET NW
2ND FLOOR
WASHINGTON
DC
United States
Tel:
202-238-2205
H*********@**********M
(Full email address available in API data)
Regulatory Contact
MICHAEL KEANE
EXECUTIVE DIRECTOR, ATTORNEY
ONE POST OFFICE SQUARE
BOSTON
MA
United States
Tel:
617-672-8878
M************@****************M
(Full email address available in API data)
Industry Affiliates
| ATLANTA CAPITAL | Other investment adviser, including financial planners |
| BOSTON MANAGEMENT AND RESEARCH | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EATON VANCE ADVISERS INTERNATIONAL LTD. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| EATON VANCE DISTRIBUTORS, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| EATON VANCE MANAGEMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EATON VANCE TRUST COMPANY | Trust company |
| MORGAN STANLEY | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY | EATON VANCE CLO MANAGER LLC | Other investment adviser, including financial planners |
| MORGAN STANLEY DISTRIBUTION, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | Other investment adviser, including financial planners |
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY M�XICO, CASA DE BOLSA, S.A. DE C.V. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PARAMETRIC PORTFOLIO ASSOCIATES | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EATON VANCE MANAGEMENT | Domestic Entity | – | OWNS 100% OF CALVERT RESEARCH AND MANAGEMENT | 09/2016 | > 75% |
| BROWN SAXTON, HOPE, LYNNE | Individual | – | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | 12/2016 | < 5% |
| MORGAN STANLEY | Domestic Entity | MORGAN STANLEY CAPITAL MANAGEMENT LLC | MEMBER | 10/2002 | > 75% |
| MORGAN STANLEY CAPITAL MANAGEMENT LLC | Domestic Entity | EATON VANCE MANAGEMENT | HOLDS 100% OF EATON VANCE MANAGEMENT | 08/2023 | > 75% |
| ECKSTEIN, VICTORIA | Individual | – | CHIEF OPERATING OFFICER | 11/2022 | < 5% |
| Hughes, Von, M | Individual | – | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 01/2024 | < 5% |
| Gallacher, Desmond, J | Individual | – | CHIEF TECHNOLOGY OFFICER AND VICE PRESIDENT | 03/2021 | 5-10% |