CALVERT RESEARCH AND MANAGEMENT
Latest filing: Mar 28, 2024 (216 days ago)
AUM
$38,423,403,142
14% change vs. 1 year ago
39% change vs. 3 years ago
150% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
210
-18% change vs. 1 year ago
-23% change vs. 3 years ago
-43% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WASHINGTON, DC
2050 M STREET NW, WASHINGTON, DC, UNITED STATES, 20036
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $38.2 |
| Non-Discretionary | $0.3 |
| Total | $38.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $37.9 |
| Institutional | $0.5 |
| Total | $38.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | PURCHASE-NY-USA | $0.3 |
| JP MORGAN CHASE BANK NATIONAL ASSOCIATION | NEW YORK-NY-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 46% | $0.2 |
| Municipal | 1% | $0.0 |
| Sovereign | 3% | $0.0 |
| IG Credit | 30% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 21% | $0.1 |
| Total | 101% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | $1,402.4 | broker-dealer | 149777 |
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | $535.0 | 110353 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | $475.1 | 114310 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | $165.9 | 105922 | |
| BOSTON MANAGEMENT AND RESEARCH | $111.0 | 104853 | |
| EATON VANCE MANAGEMENT | $63.0 | 104859 | |
| ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | $33.2 | 116719 | |
| EATON VANCE ADVISERS INTERNATIONAL LTD. | $25.8 | 283733 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | $12.2 | 126896 | |
| MORGAN STANLEY EATON VANCE CLO MANAGER LLC | $5.7 | 309263 | |
| MORGAN STANLEY DISTRIBUTION, INC. | $0.0 | broker-dealer | 30344 |
| EATON VANCE TRUST COMPANY | $0.0 | trust company | - |
| EATON VANCE DISTRIBUTORS, INC. | $0.0 | broker-dealer | 37731 |
| MORGAN STANLEY MÉXICO, CASA DE BOLSA, S.A. DE C.V. | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| BROWN SAXTON, HOPE, LYNNE | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT |
| ECKSTEIN, VICTORIA | CHIEF OPERATING OFFICER |
| HUGHES, VON, M | PRESIDENT AND CHIEF EXECUTIVE OFFICER |
| GALLACHER, DESMOND, J | CHIEF TECHNOLOGY OFFICER AND VICE PRESIDENT |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $38.4 | $0.0 | 0% | 210 | 0 | 0% |
| 2024-04-02 | $38.4 | $0.0 | 0% | 210 | 0 | 0% |
| 2023-04-04 | $33.6 | $4.8 | 14% | 256 | -46 | -18% |
| 2022-04-01 | $40.4 | -$2.0 | -5% | 296 | -86 | -29% |
| 2021-04-05 | $27.7 | $10.7 | 39% | 271 | -61 | -23% |
| 2020-04-01 | $21.4 | $17.0 | 80% | 271 | -61 | -23% |
| 2019-04-01 | $15.4 | $23.1 | 150% | 367 | -157 | -43% |
| 2018-04-02 | $14.8 | $23.6 | 160% | 19 | 191 | 1005% |
| 2017-04-01 | $12.1 | $26.4 | 219% | 154 | 56 | 36% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| DC, AK-03/28/2024, AL-03/28/2024, AR-03/28/2024, AZ-03/28/2024, CA-03/28/2024, CO-03/28/2024, CT-03/28/2024, DC-01/30/2019, DE-03/28/2024, FL-03/28/2024, GA-03/28/2024, HI-03/28/2024, IA-03/28/2024, ID-03/28/2024, IL-03/28/2024, IN-03/28/2024, KS-03/28/2024, KY-03/28/2024, LA-03/28/2024, MA-09/30/2016, MD-12/27/2016, ME-03/28/2024, MI-03/28/2024, MN-03/28/2024, MO-03/28/2024, MS-03/28/2024, MT-03/28/2024, NC-03/28/2024, ND-03/28/2024, NE-03/28/2024, NH-03/28/2024, NJ-03/28/2024, NM-03/28/2024, NV-03/28/2024, NY-03/28/2024, OH-03/28/2024, OK-03/28/2024, OR-03/28/2024, PA-03/28/2024, PR-03/28/2024, RI-03/28/2024, SC-03/28/2024, SD-03/28/2024, TN-03/28/2024, TX-03/28/2024, UT-03/28/2024, VA-03/28/2024, VI-03/28/2024, VT-03/28/2024, WA-03/28/2024, WI-03/28/2024, WV-03/28/2024, WY-03/28/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV