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CALVERT RESEARCH AND MANAGEMENT
WASHINGTON, DC
800-368-2745
SEC #801-108378Total AUM
$40.3B
Employees
64Clients
1,923Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2050 M STREET NW
SUITE 200
WASHINGTON
DC 20036
United States
SUITE 200
WASHINGTON
DC 20036
United States
Operating Hours
8:45 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
800-368-2745
Other Offices
3
Financials
Total AUM
$40.3B
Accounts
1,915Discretionary
$40.3B
Accounts
1,915Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Investment Company Clients
44AUM
$39.3B
Pooled Vehicle Clients
1AUM
$42.3M
Pension/Profit Sharing Plan Clients
3AUM
$469.4M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
2AUM
$30.8M
Other Clients
1,865AUM
$438.4M
Description of Other Clients
MODEL ADVISED CLIENTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIOS; ENVIRONMENTAL, SOCIAL, & GOVERNANCE; SCREENING AGENT SERVICES
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
License Revocation/SuspensionOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 21 other businesses.