EATON VANCE ADVISERS INTERNATIONAL LTD.
Adviser information for EATON VANCE ADVISERS INTERNATIONAL LTD. last updated from Form ADV on March 27th, 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 | United Kingdom |
Employees
| Total Number of Employees | 68 |
|---|---|
| Investment Advisory/Research | 63 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 44 | $25.8B |
| Non-Discretionary | 0 | $0 |
| Total | 44 | $25.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 16 | $19.5B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $1.5B |
| Pension and profit sharing plans | 10 | $1.7B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $632.7M |
| Other investment advisers | <5 | $297.5M |
| Insurance companies | <5 | $712.2M |
| Sovereign wealth funds and foreign official institutions | <5 | $1.4B |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 14 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-111772 |
|---|---|
| SEC ERA File Number | 801-111772 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283733 |
| Legal Entity Identifier | 549300719XWQDXWP3081 |
Principal Office
125 OLD BROAD STREETLONDON
United Kingdom
Monday - Friday, 9:00AM - 5:30PM GMT
Tel: 44 (0) 203 207 1900, Fax: 44 (0) 207 256 9794
Websites
Chief Compliance Officer
MARINA BRIGHOUSE-THORPE
CHIEF COMPLIANCE OFFICER
125 OLD BROAD STREET
LONDON
United Kingdom
Tel:
44 (0) 203 207 1973
M******@*************M
(Full email address available in API data)
Regulatory Contact
ELISE CLARK
EXECUTIVE DIRECTOR, COMPLIANCE
1633 BROADWAY 29TH FLOOR
NEW YORK
NY
United States
Tel:
212-537-2352
E**********@****************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 |
| CALVERT RESEARCH AND MANAGEMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EATON VANCE MANAGEMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| EATON VANCE TRUST COMPANY | Trust company |
| MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD. | Other investment adviser, including financial planners |
| 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 |
| MSIM FUND MANAGEMENT (IRELAND) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY INTERNATIONAL HOLDINGS INC. | Domestic Entity | – | DIRECT OWNER OF EATON VANCE INTERNATIONAL LTD | 03/2021 | > 75% |
| MORGAN STANLEY | Domestic Entity | MORGAN STANLEY INTERNATIONAL HOLDINGS INC. | HOLDS 100% OF MORGAN STANLEY INTERNATIONAL HOLDINGS INC. | 03/2021 | > 75% |
| BRIGHOUSE-THORPE, MARINA | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
| MORGAN STANLEY | Domestic Entity | – | BENEFICIAL OWNER | 03/2021 | > 75% |
| O'HEALAI, RUAIRI | Individual | – | DIRECTOR | 05/2022 | < 5% |
| Parish, Zoe, Victoria Woodbine | Individual | – | DIRECTOR | 04/2022 | < 5% |
| d'Arcy, Paul, James | Individual | – | DIRECTOR | 04/2023 | < 5% |