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EATON VANCE MANAGEMENT
CRD 104859 · SEC 801-15930
ONE POST OFFICE SQUARE, BOSTON, MA, 02109, United States
Phone
617-482-8260
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$97.02B
Discretionary AUM
$97.02B
Team
219 total employees; 160 advisory reps; 15 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; PERCENTAGE OF PORTFOLIO INCOME
Org form
Other (specify)
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 62 | $65.02B |
| Pooled investment vehicles | 45 | $11.58B |
| Pension/profit sharing plans | 18 | $2.66B |
| Charitable organizations | 27 | $1.11B |
| State/municipal entities | 9 | $3.84B |
| Insurance companies | 8 | $3.81B |
| Sovereign wealth funds | 1 | $6.42B |
| Corporations/business entities | 20 | $540.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD