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EATON VANCE MANAGEMENT
BOSTON, MA
617-482-8260
SEC #801-15930Total AUM
$97B
Employees
219Clients
3,826Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE POST OFFICE SQUARE
BOSTON
MA 02109
United States
BOSTON
MA 02109
United States
Operating Hours
8:30AM TO 5:30PM (EST)
Monday - Friday
Monday - Friday
Phone
617-482-8260
Other Offices
4
Financials
Total AUM
$97B
Accounts
3,816Discretionary
$97B
Accounts
3,816Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
62AUM
$65B
Pooled Vehicle Clients
45AUM
$11.6B
Pension/Profit Sharing Plan Clients
18AUM
$2.7B
Charitable Organization Clients
27AUM
$1.1B
Government Entity Clients
9AUM
$3.8B
Insurance Company Clients
8AUM
$3.8B
Sovereign Wealth Fund Clients
1AUM
$6.4B
Corporation or Business Clients
20AUM
$540.5M
Other Clients
3,636AUM
$2B
Description of Other Clients
TRUSTS, NUCLEAR DECOMMISSIONING TRUSTS, MODEL ADVISED CLIENTS, RETAIL SEPARATELY MANAGED ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF PORTFOLIO INCOME
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.