CALVERT RESEARCH AND MANAGEMENT

CRD 285127 · SEC 801-108378

Visit website

2050 M STREET NW, SUITE 200, WASHINGTON, DC, 20036, United States

Phone

800-368-2745

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$40.26B

Discretionary AUM

$40.26B

Team

64 total employees; 57 advisory reps; 2 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Other (specify)

Filing date

2026-03-29

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersMODEL PORTFOLIOS; ENVIRONMENTAL, SOCIAL, & GOVERNANCE; SCREENING AGENT SERVICES

Client types

Type	Clients	AUM
Investment companies	44	$39.28B
Pooled investment vehicles	1	$42.3M
Pension/profit sharing plans	3	$469.4M
Corporations/business entities	2	$30.8M

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