Calvert Research And Management (Washington)

Name: Calvert Research And Management
Address: 1825 Connecticut Avenue Nw, Washington, DC, 20009
Telephone: 800-368-2745

Calvert Research And Management is a large advisory firm based in Washington. It manages $15.36 billion of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of District of Columbia, Maryland, and Massachusetts.

Calvert Research And Management provides portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, and model portfolios; environmental, social, & governance; screening agent services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Calvert Research And Management: assets under management

The assets under management (AUM) of Calvert Research And Management is $15.36 billion. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.29 billion in discretionary accounts and $63.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $382.35 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $302.66 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Calvert Research And Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Calvert Research And Management serves?

The firm provides services to individuals, investment companies, and corporations or other businesses. The largest group of clients of Calvert Research And Management is investment companies with 39 clients and $15.19 billion of assets under management. Among the 12 most similar advisory firms, Calvert Research And Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $15.36 billion for 250 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Calvert Research And Management doesn't advise any private funds.

Careers at Calvert Research And Management

The company employs 269 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Stewart Marius	Vice president & secretary	1 Sep 2016	Other	3228364
Eaton Vance Management	Sole shareholder	1 Sep 2016	75% - 100%	104859
Eaton Vance Inc.	Trustee of calvert research and management	1 Sep 2016	Other	04-3106242
John Henry Streur	President and chief executive officer	1 Dec 2016	Other	1251132
Hope Lynne Brown Saxton	Chief compliance officer	1 Dec 2016	Other	4517002
Laurie Greenwald Hylton	Vice president, chief financial officer	1 Dec 2016	Other	3243565

Indirect Owners

The SEC currently registers 24 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Eaton Vance Corp. Voting Trust	Trust holding 100% of evc voting trust shares	1 Feb 1981	75% - 100%	04-6132064
Thomas Ewart Faust	Trustee	1 Dec 1996	Other	2843249
Jeffrey Paul Beale	Trustee	1 Dec 1996	Other	4125134
Scott Hammond Page	Trustee	1 Jan 2000	Other	4125385
Payson Frederick Swaffield	Trustee	1 Jan 2000	Other	2023884
Michael William Weilheimer	Trustee	1 Jan 2000	Other	1821149
Ray Kelly Williams	Trustee	1 Nov 2003	Other	4754116
Cynthia Jane Clemson	Trustee	1 Jan 2006	Other	5097262
Matthew Joseph Witkos	Trustee	1 Jul 2007	Other	2034689
Maureen Ann Gemma	Trustee	1 Jun 2008	Other	5548693
Frederick Stewart Marius	Trustee	1 Jul 2008	Other	3228364
Brian Dean Langstraat	Trustee	1 Jan 2009	Other	2112877
David Connor Mccabe	Trustee	1 Nov 2011	Other	2387411
Laurie Greenwald Hylton	Trustee	1 Mar 2012	Other	3243565
Daniel Carl Cataldo	Trustee	1 Mar 2012	Other	1452466
James Hamilton Evans	Trustee	1 Nov 2013	Other	1680973
Charles Bass Reed	Trustee	1 Nov 2013	Other	4655361
Craig Philip Russ	Trustee	1 Nov 2013	Other	6269189
Edward James Perkin	Trustee	1 May 2014	Other	3136911
John Lawrence Shea	Trustee	1 Dec 2014	Other	2803514
Lewis Richard Piantedosi	Trustee	1 Nov 2015	Other	6584265
Michael Andrew Cirami	Trustee	1 Nov 2015	Other	6588836
Craig Robert Brandon	Trustee	1 Nov 2015	Other	6590529
Eric Andrew Stein	Trustee	1 Nov 2015	Other	4227833

Based in Washington

The principal office where Calvert Research And Management performs its advisory services is located at 1825 Connecticut Avenue Nw, Washington, DC 20009, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-368-2745 or by fax 202-238-2299. The normal business hours are 8:45 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at calvert.com and its LinkedIn profile.