Eaton Vance Management

RIASEC RegisteredEst. 1981

Total AUM

$97B

Discretionary

$97B

100% of AUM

Avg account

$25.4M

Accounts

3,816

Employees

219

Advisory reps

109

Firm details

Headquarters: Boston, Massachusetts
CRD number: 104859
Registered since: February 20, 1981
Website: www.eatonvance.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies67.01%
Pooled Investment Vehicles11.93%
Sovereign Wealth Funds6.62%
State / Municipal Government3.96%
Insurance Companies3.93%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Eaton Vance Management operates as a multifaceted fund manager that serves primarily institutional clients. The firm is structured to provide portfolio management across individuals, pooled vehicles, investment companies and institutional accounts, and it also performs adviser selection for third-party managers. Eaton Vance Management is active in commodity/futures roles (CPO/CTA) and maintains a fee mix that includes percentage-of-AUM and performance-based fees. The firm reports integrating ESG considerations into its investment process. Regulatory and industry activity extends beyond pure advisory: Eaton Vance Management is affiliated with broker-dealer and trust company functions and participates as a registered municipal advisor, security-based swap dealer, futures commission merchant and sponsor/GP of pooled investment vehicles.