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Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

CALVERT RESEARCH AND MANAGEMENT

CRD 285127

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:421ad4ff-3fbc-0c0d-37b1-2d1a28b641a1

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 40
On other graphs: 0
Observed: Sep 1, 2016 to Jul 31, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.98 institutional_share=0.01 related_bd=true related_bank=true bd_reps=4.0
Regulatory AUM: $40BItem 5.F on the latest filing (2026-07-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $40B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 64
Advisory employees: 57
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,915
Individual clients: 0
High net worth clients: 0
Custody, client assets: $0
SEC number: 801-108378
CIK: 1717509
CRD: 285127
Filings on the tape: 44
First filed: Sep 1, 2016
Latest filed: Jul 31, 2026
Organised: Other (specify), MA

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CALVERT CASH RESERVES FUND, LLC	Liquidity Fund	$671M	Nov 10, 2022	39	Aug 12, 2020	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EATON VANCE MANAGEMENT	OWNS 100% OF CALVERT RESEARCH AND MANAGEMENT	E	yes	09/2016	Sep 1, 2016	Mar 28, 2024
ECKSTEIN, VICTORIA	CHIEF OPERATING OFFICER	Na	yes	11/2022	Mar 31, 2023	Mar 28, 2024
Gallacher, Desmond, J	CHIEF TECHNOLOGY OFFICER AND VICE PRESIDENT	A	yes	03/2021	Mar 28, 2024	Mar 28, 2024
Hughes, Von, M	PRESIDENT AND CHIEF EXECUTIVE OFFICER	Na	yes	01/2024	Jan 2, 2024	Mar 28, 2024
MORGAN STANLEY	Member	E	yes	10/2002	Mar 31, 2022	Mar 28, 2024
MORGAN STANLEY CAPITAL MANAGEMENT LLC	HOLDS 100% OF EATON VANCE MANAGEMENT	E	yes	08/2023	Jul 30, 2021	Mar 28, 2024
BROWN SAXTON, HOPE, LYNNE	CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT	Na	no	12/2016	Dec 27, 2016	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MORGAN STANLEY SMITH BARNEY LLC	n/a	Wirehouse	$1962B	N	yes	NY
MORGAN STANLEY INVESTMENT MANAGEMENT INC.	n/a	Asset manager	$702B	N	yes	n/a
PARAMETRIC PORTFOLIO ASSOCIATES LLC	n/a	Bd affiliated wealth	$685B	N	yes	n/a
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED	n/a	Asset manager	$175B	N	yes	n/a
BOSTON MANAGEMENT AND RESEARCH	n/a	Asset manager	$155B	N	yes	n/a
EATON VANCE MANAGEMENT	n/a	Asset manager	$97B	Y	yes	n/a
EATON VANCE ADVISERS INTERNATIONAL LTD.	n/a	Asset manager	$36B	N	yes	n/a
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.	n/a	Asset manager	$29B	N	yes	n/a
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY	n/a	Other adviser	$11B	N	yes	n/a
MORGAN STANLEY EATON VANCE CLO MANAGER LLC	n/a	Asset manager	$4.3B	N	yes	n/a
EATON VANCE DISTRIBUTORS, INC.	n/a	n/a	n/a	N	yes	n/a
EATON VANCE TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY DISTRIBUTION, INC.	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY MEXICO, CASA DE BOLSA, S.A. DE C.V.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	13	no
Boston	Ma	United States	2	no
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 29, 2026	$40B	$40B	64	57	3	n/a	n/a
2024	Mar 21, 2025	$40B	$40B	257	229	3	n/a	n/a
2023	Mar 28, 2024	$38B	$38B	210	204	3	n/a	n/a
2022	Mar 31, 2023	$34B	$33B	256	246	2	n/a	n/a
2021	Mar 31, 2022	$40B	$40B	296	248	5	1	$671M
2020	Jan 29, 2021	$28B	$28B	271	222	2	1	$744M
2019	Jan 29, 2020	$21B	$21B	271	222	2	n/a	n/a
2018	Jan 30, 2019	$15B	$15B	367	280	2	n/a	n/a
2017	Jan 31, 2018	$15B	$15B	19	14	2	n/a	n/a
2016	Dec 27, 2016	$12B	$12B	154	147	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$40B	$40B	1.8%	$34B	6.2%	64	257	3	3

Relationships

Affiliated with (23)

← MORGAN STANLEY INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, common control
factForm ADV
← EATON VANCE MANAGEMENTRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
← MORGAN STANLEYRegistered adviserother investment adviser, common control
factForm ADV
→ BOSTON MANAGEMENT AND RESEARCHRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ EATON VANCE MANAGEMENTRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ MORGAN STANLEY INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MORGAN STANLEY INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ PARAMETRIC PORTFOLIO ASSOCIATESRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ ATLANTA CAPITALRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY INVESTMENT MANAGEMENT COMPANYRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEYRegistered adviserother investment adviser, broker-dealer, pooled vehicle sponsor, custodian, common control
factForm ADV
→ EATON VANCE ADVISERS INTERNATIONAL LTD.Registered adviserother investment adviser, bank, common control
factForm ADV
→ MORGAN STANLEY | EATON VANCE CLO MANAGER LLCRegistered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← EATON VANCE ADVISERS INTERNATIONAL LTD.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← MORGAN STANLEY | EATON VANCE CLO MANAGER LLCRegistered adviserother investment adviser, common control
factForm ADV
← PARAMETRIC PORTFOLIO ASSOCIATESRegistered adviserother investment adviser, bank, common control
factForm ADV
← BOSTON MANAGEMENT AND RESEARCHRegistered adviserother investment adviser, bank, common control
factForm ADV
← MORGAN STANLEY INVESTMENT MANAGEMENT COMPANYRegistered adviserother investment adviser, common control
factForm ADV
← ATLANTA CAPITALRegistered adviserother investment adviser, bank, common control
factForm ADV
← EATON VANCE WATEROAK ADVISORSRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← EATON VANCE GLOBAL ADVISORS LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← EATON VANCE MANAGEMENTOwnerOWNS 100% OF CALVERT RESEARCH AND MANAGEMENT, ownership code E, domestic entity
Sep 1, 2016 to Mar 28, 2024factForm ADV
← Hughes, Von, MOwnerPRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jan 2, 2024 to Mar 28, 2024factForm ADV
← ECKSTEIN, VICTORIAOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2023 to Mar 28, 2024factForm ADV
← Gallacher, Desmond, JOwnerCHIEF TECHNOLOGY OFFICER AND VICE PRESIDENT, ownership code A, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← MORGAN STANLEYOwnerMEMBER, ownership code E, domestic entity
Mar 31, 2022 to Mar 28, 2024factForm ADV
← MORGAN STANLEY CAPITAL MANAGEMENT LLCOwnerHOLDS 100% OF EATON VANCE MANAGEMENT, ownership code E, domestic entity
Jul 30, 2021 to Mar 28, 2024factForm ADV

Owns (1)

← BROWN SAXTON, HOPE, LYNNEOwnerCHIEF COMPLIANCE OFFICER AND VICE PRESIDENT, ownership code NA, individual
Dec 27, 2016 to Mar 28, 2024factForm ADV

Advises (1)

→ CALVERT CASH RESERVES FUND, LLCPrivate fundLiquidity Fund, IA, no longer reported
Aug 12, 2020 to Nov 10, 2022factForm ADV

Dated events

Occurred
Mar 28, 2024
Control person left
Ewart Thomas Faust (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2024-01-02, absent 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
J Desmond Gallacher (Chief Technology Officer And Vice President) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago
Occurred
Jan 2, 2024
Control person joined
M Von Hughes (President And Chief Executive Officer) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago
Occurred
Jan 2, 2024
Control person left
Harry Theodore Eliopoulos (President And Chief Executive Officer) no longer on Schedule A of Calvert Research And Management (listed 2023-12-08, absent 2024-01-02)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person joined
Victoria Eckstein (Chief Operating Officer) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
H John Streur (President And Chief Executive Officer) no longer on Schedule A of Calvert Research And Management (listed 2022-11-10, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Nov 10, 2022
Control person joined
Harry Theodore Eliopoulos (President And Chief Executive Officer) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Calvert Research And Management reported RAUM $40.4B, up 46% from $27.7B (2021-07-30 to 2022-03-31)
Form ADVobserved 5 days ago
$12.7B
Occurred
Mar 31, 2022
Control person left
E Deidre Walsh (Head Of Eaton Vance Legal) no longer on Schedule A of Calvert Research And Management (listed 2021-07-30, absent 2022-03-31)
Form ADVobserved 5 days ago
Occurred
Jul 30, 2021
Control person joined
E Deidre Walsh (Head Of Eaton Vance Legal) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago
Occurred
Jul 30, 2021
Control person left
Ann Maureen Gemma (Head Of Eaton Vance Legal) no longer on Schedule A of Calvert Research And Management (listed 2021-05-17, absent 2021-07-30)
Form ADVobserved 5 days ago
Occurred
May 17, 2021
Control person joined
Ann Maureen Gemma (Head Of Eaton Vance Legal) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago
Occurred
May 17, 2021
Control person left
Stewart Frederick Marius (Head Of Eaton Vance Legal) no longer on Schedule A of Calvert Research And Management (listed 2021-04-05, absent 2021-05-17)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Jane Cynthia Clemson (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Joseph Matthew Witkos (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Ann Maureen Gemma (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Dean Brian Langstraat (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Connor David Mccabe (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Greenwald Laurie Hylton (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Carl Daniel Cataldo (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Hamilton James Evans (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Bass Charles Reed (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Kelly Ray Williams (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Philip Craig Russ (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
James Edward Perkin (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Lawrence John Shea (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Richard Lewis Piantedosi (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Andrew Michael Cirami (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Robert Craig Brandon (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Andrew Eric Stein (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Nils Andrew Sveen (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Thomas Lee (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Chan Lin Thomas Seto (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Wold Paul Bouchey (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Jan 29, 2021
Regulatory AUM changed
Calvert Research And Management reported RAUM $27.7B, up 30% from $21.4B (2020-11-10 to 2021-01-29)
Form ADVobserved 5 days ago
$6.3B
Occurred
Nov 10, 2020
Control person left
Frederick Payson Swaffield (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2020-10-22, absent 2020-11-10)
Form ADVobserved 5 days ago
Occurred
Jun 16, 2020
Control person left
Hammond Scott Page (Trustee) no longer on Schedule A of Calvert Research And Management (listed 2020-04-13, absent 2020-06-16)
Form ADVobserved 5 days ago
Occurred
Jan 29, 2020
Regulatory AUM changed
Calvert Research And Management reported RAUM $21.4B, up 39% from $15.4B (2019-07-26 to 2020-01-29)
Form ADVobserved 5 days ago
$6.0B
Occurred
Jan 29, 2020
Control person joined
Nils Andrew Sveen (Trustee) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago
Occurred
Jan 29, 2020
Control person joined
Thomas Lee (Trustee) appeared on Schedule A of Calvert Research And Management
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:421ad4ff-3fbc-0c0d-37b1-2d1a28b641a1
First observed: Sep 1, 2016
Last observed: Jul 31, 2026 52 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALVERT RESEARCH AND MANAGEMENT

CRD 285127

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:421ad4ff-3fbc-0c0d-37b1-2d1a28b641a1

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CALVERT CASH RESERVES FUND, LLC

Liquidity Fund

$671M

Nov 10, 2022

Aug 12, 2020

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EATON VANCE MANAGEMENT

OWNS 100% OF CALVERT RESEARCH AND MANAGEMENT

yes

09/2016

Sep 1, 2016

Mar 28, 2024

ECKSTEIN, VICTORIA

CHIEF OPERATING OFFICER

yes

11/2022

Mar 31, 2023

Mar 28, 2024

Gallacher, Desmond, J

CHIEF TECHNOLOGY OFFICER AND VICE PRESIDENT

yes

03/2021

Mar 28, 2024

Hughes, Von, M

PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

01/2024

Jan 2, 2024

Mar 28, 2024

MORGAN STANLEY

Member

yes

10/2002

Mar 31, 2022

Mar 28, 2024

MORGAN STANLEY CAPITAL MANAGEMENT LLC

HOLDS 100% OF EATON VANCE MANAGEMENT

yes

08/2023

Jul 30, 2021

Mar 28, 2024

BROWN SAXTON, HOPE, LYNNE

CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT

12/2016

Dec 27, 2016

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MORGAN STANLEY SMITH BARNEY LLC

n/a

Wirehouse

$1962B

yes

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

n/a

Asset manager

$702B

yes

n/a

PARAMETRIC PORTFOLIO ASSOCIATES LLC

n/a

Bd affiliated wealth

$685B

yes

n/a

MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED

n/a

Asset manager

$175B

yes

n/a

BOSTON MANAGEMENT AND RESEARCH

n/a

Asset manager

$155B

yes

n/a

EATON VANCE MANAGEMENT

n/a

Asset manager

$97B

yes

n/a

EATON VANCE ADVISERS INTERNATIONAL LTD.

n/a

Asset manager

$36B

yes

n/a

ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.

n/a

Asset manager

$29B

yes

n/a

MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY

n/a

Other adviser

$11B

yes

n/a

MORGAN STANLEY EATON VANCE CLO MANAGER LLC

n/a

Asset manager

$4.3B

yes

n/a

EATON VANCE DISTRIBUTORS, INC.

n/a

yes

n/a

EATON VANCE TRUST COMPANY

n/a

yes

n/a

MORGAN STANLEY DISTRIBUTION, INC.

n/a

yes

n/a

MORGAN STANLEY MEXICO, CASA DE BOLSA, S.A. DE C.V.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Boston

United States

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 29, 2026

$40B

n/a

2024

Mar 21, 2025

$40B

257

229

n/a

2023

Mar 28, 2024

$38B

210

204

n/a

2022

Mar 31, 2023

$34B

$33B

256

246

n/a

2021

Mar 31, 2022

$40B

296

248

$671M

2020

Jan 29, 2021

$28B

271

222

$744M

2019

Jan 29, 2020

$21B

271

222

n/a

2018

Jan 30, 2019

$15B

367

280

n/a

2017

Jan 31, 2018

$15B

n/a

2016

Dec 27, 2016

$12B

154

147

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$40B

1.8%

$34B

6.2%

257