The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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CRD 281469
LONDON
Data as of (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Brandon, Craig, Robert | TRUSTEE | F | yes | 11/2015 | Dec 18, 2015 | Jan 31, 2019 |
| CATALDO, DANIEL, CARL | TRUSTEE | F | yes | 03/2012 | Sep 30, 2015 | Jan 31, 2019 |
| Cirami, Michael, Andrew | TRUSTEE | F | yes | 11/2015 | Dec 3, 2015 | Jan 31, 2019 |
| CLEMSON, CYNTHIA, JANE | TRUSTEE | F | yes | 01/2006 | Sep 30, 2015 | Jan 31, 2019 |
| EATON VANCE CORP. | WHOLLY OWNS EVM | E | yes | 10/1990 | Sep 30, 2015 | Jan 31, 2019 |
| EATON VANCE CORP. VOTING TRUST | TRUST HOLDING 100% OF EVC VOTING SHARES | E | yes | 02/1981 | Sep 30, 2015 | Jan 31, 2019 |
| EATON VANCE MANAGEMENT | OWNER | E | yes | 06/2001 | Sep 30, 2015 | Jan 31, 2019 |
| EVANS, JAMES, HAMILTON | TRUSTEE | F | yes | 11/2013 | Sep 30, 2015 | Jan 31, 2019 |
| FAUST, THOMAS, EWART | TRUSTEE | F | yes | 12/1996 | Sep 30, 2015 | Jan 31, 2019 |
| FAUST, THOMAS, EWART | DIRECTOR | NA | yes | 11/2007 | Sep 30, 2015 | Jan 31, 2019 |
| GEMMA, MAUREEN, ANN | TRUSTEE | F | yes | 06/2008 | Sep 30, 2015 | Jan 31, 2019 |
| HYLTON, LAURIE, GREENWALD | TRUSTEE | F | yes | 03/2012 | Sep 30, 2015 | Jan 31, 2019 |
| LANGSTRAAT, BRIAN, DEAN | TRUSTEE | F | yes | 01/2009 | Sep 30, 2015 | Jan 31, 2019 |
| MARIUS, FREDERICK, STEWART | TRUSTEE | F | yes | 07/2008 | Sep 30, 2015 | Jan 31, 2019 |
| MARIUS, FREDERICK, STEWART | DIRECTOR | NA | yes | 07/2008 | Sep 30, 2015 | Jan 31, 2019 |
| MCCABE, DAVID, CONNOR | TRUSTEE | F | yes | 11/2011 | Sep 30, 2015 | Jan 31, 2019 |
| PAGE, SCOTT, HAMMOND | TRUSTEE | F | yes | 01/2000 | Sep 30, 2015 | Jan 31, 2019 |
| PERKIN, EDWARD, JAMES | TRUSTEE | F | yes | 05/2014 | Sep 30, 2015 | Jan 31, 2019 |
| Piantedosi, Lewis, Richard | TRUSTEE | F | yes | 11/2015 | Dec 3, 2015 | Jan 31, 2019 |
| REED, CHARLES, BASS | TRUSTEE | F | yes | 11/2013 | Sep 30, 2015 | Jan 31, 2019 |
| RUSS, CRAIG, PHILIP | TRUSTEE | F | yes | 11/2013 | Sep 30, 2015 | Jan 31, 2019 |
| SHEA, JOHN, LAWRENCE | TRUSTEE | F | yes | 12/2014 | Sep 30, 2015 | Jan 31, 2019 |
| STEIN, ERIC, A | TRUSTEE | F | yes | 11/2015 | Dec 18, 2015 | Jan 31, 2019 |
| SWAFFIELD, PAYSON, FREDERICK | TRUSTEE | F | yes | 01/2000 | Sep 30, 2015 | Jan 31, 2019 |
| WEILHEIMER, MICHAEL, WILLIAM | TRUSTEE | F | yes | 01/2000 | Sep 30, 2015 | Jan 31, 2019 |
| WILLIAMS, RAY, KELLY | TRUSTEE | F | yes | 11/2013 | Sep 30, 2015 | Jan 31, 2019 |
| WITKOS, MATTHEW, JOSEPH | TRUSTEE | F | yes | 07/2007 | Sep 30, 2015 | Jan 31, 2019 |
| Callaghan, Michaella, Jo | DIRECTOR | NA | no | 09/2016 | Jan 31, 2017 | Jan 31, 2019 |
| CLARK, MEGHANN, LOUISE | U.S. CHIEF COMPLIANCE OFFICER | NA | no | 09/2015 | Sep 30, 2015 | Jan 31, 2019 |
| EATON VANCE, INC. | OWNER | NA | no | 06/2001 | Sep 30, 2015 | Jan 31, 2019 |
| Halbertsma, Tjalling, Joost | DIRECTOR | NA | no | 09/2016 | Jan 31, 2017 | Jan 31, 2019 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | n/a | BD AFFILIATED WEALTH | $685B | 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 |
| CALVERT RESEARCH AND MANAGEMENT | n/a | ASSET MANAGER | $40B | N | 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 |
| EATON VANCE INVESTMENT COUNSEL | n/a | FORMER SEC ADVISER | $15B | N | yes | n/a |
| HEXAVEST INC. | n/a | FORMER SEC ADVISER | $6.2B | N | yes | n/a |
| EATON VANCE DISTRIBUTORS, INC. | n/a | n/a | n/a | N | yes | n/a |
| EATON VANCE GLOBAL ADVISORS LIMITED | n/a | n/a | n/a | N | yes | n/a |
| EATON VANCE MANAGEMENT INTERNATIONAL (ASIA) PTE. LTD. | n/a | n/a | n/a | Y | yes | n/a |
| EATON VANCE TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| FRANKFURT | n/a | Germany | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Jan 31, 2019 | $1.5B | $1.5B | 33 | 3 | 2 | n/a | n/a |
| 2017 | Jan 31, 2018 | $383M | $383M | 18 | 0 | 1 | n/a | n/a |
| 2016 | Jan 31, 2017 | $8.0B | $8.0B | 20 | 10 | n/a | n/a | n/a |
| 2015 | Jan 29, 2016 | $489M | $489M | 20 | 10 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2018 | $1.5B | $383M | 297.4% | $489M | 46.0% | 33 | 18 | 2 | 1 |