MORGAN STANLEY | EATON VANCE CLO MANAGER LLC

RIASEC RegisteredEst. 2020
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$288M
Accounts
15
Employees
17
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
309263
Registered since
June 5, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morgan Stanley | Eaton Vance Clo Manager LLC is a limited liability company registered with the SEC in 2020 that serves institutional clients. The firm is organized and classified around securitized asset strategies and provides portfolio management for pooled investment vehicles. Its reported fee model combines a percentage-of-AUM component with performance-based fees. The entity is identified as a related adviser within the larger Morgan Stanley / Eaton Vance ecosystem and describes itself as an active ESG investor. The firm’s stated industry roles extend beyond pure advisory work: filings list affiliations or registrations across broker-dealer, other investment adviser, registered municipal advisor, security-based swap dealer, commodity pool operator/commodity trading advisor, futures commission merchant, banking/thrift, trust company, insurance company, real estate broker, and sponsor/GP/managing member of pooled vehicles. That collection of affiliations suggests the organization operates inside a broader dealer/asset-management platform and can coordinate securitized products with multiple intermediaries.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Emil Craciun

    Chief Compliance OfficerCRD 7623614

Contacts

3 of 5
  • MICHAEL KEY

    Managing DirectorCRD 4432585

  • PETER CAMPO

    Managing DirectorCRD 6928608

  • LISA BUHAIN WINSLOW

    Managing DirectorCRD 4507020

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1585 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth