Eaton Vance Advisers International Ltd.

RIASEC Registered

Total AUM

$35.5B

Discretionary

$35.5B

100% of AUM

Avg account

$846M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 283733
Registered since: September 28, 2017
Website: www.eatonvance.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Investment Companies66.75%
Sovereign Wealth Funds18.09%
Pension & Profit Sharing Plans4.62%
Pooled Investment Vehicles4.16%
Charitable Organizations2.87%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eaton Vance Advisers International Ltd. is an institutional registered investment adviser that works primarily with institutional clients. The firm is registered with the SEC (registered in 2017) and charges fees as a percentage of assets under management. Its advisory mandate centers on portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. The firm also conducts commodities/futures-related activity as a commodity pool operator or commodity trading advisor (CPO/CTA) and identifies itself as an active ESG investor. Related industry roles cited in filings include broker-dealer activities, registered municipal advisor and security-based swap dealer roles, futures commission merchant and trust company functions, and positions as sponsor/GP/managing member of pooled investment vehicles.