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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PARAMETRIC RISK ADVISORS LLC, CRD 143616
WESTPORT, CT
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 |
|---|---|---|---|---|---|---|
| BERGGREN, BRADLEY, SCOTT | MANAGER, CO-MANAGING DIRECTOR - INVESTMENT STRATEGY AND RESEARCH | NA | yes | 11/2015 | Jan 19, 2012 | Apr 25, 2016 |
| BERMAN, LAWRENCE, M | MANAGER, MANAGING DIRECTOR - TRADING, SECRETARY | NA | yes | 05/2007 | Jan 19, 2012 | Apr 25, 2016 |
| CHAFFEE, ORISON, YOUNG | MANAGER, MANAGING PRINCIPAL | NA | yes | 11/2015 | Nov 30, 2015 | Apr 25, 2016 |
| EATON VANCE ACQUISITIONS ("EVA") | SHAREHOLDER OF PARAMETRIC PORTFOLIO ASSOCIATES | E | yes | 09/2003 | Jan 19, 2012 | Apr 25, 2016 |
| EATON VANCE CORP. ("EVC") | EVC WHOLLY OWNS EVA | E | yes | 01/2001 | Jan 19, 2012 | Apr 25, 2016 |
| EVERDING, KENNETH, LEE | MANAGER, MANAGING DIRECTOR - RESEARCH | NA | yes | 11/2015 | Jan 19, 2012 | Apr 25, 2016 |
| HEGARTY, RANDALL, Scott | CHIEF COMPLIANCE OFFICER | NA | yes | 03/2016 | Apr 25, 2016 | Apr 25, 2016 |
| LEE, THOMAS, BERNARD | MANAGER, CO-MANAGING DIRECTOR - INVESTMENT STRATEGY AND RESEARCH | NA | yes | 11/2015 | Nov 30, 2015 | Apr 25, 2016 |
| ORSECK, JONATHAN | MANAGER, MANAGING DIRECTOR - OPERATIONS | NA | yes | 11/2015 | Jan 19, 2012 | Apr 25, 2016 |
| PARAMETRIC | SHAREHOLDER | E | yes | 03/2007 | Jan 19, 2012 | Apr 25, 2016 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | n/a | BD AFFILIATED WEALTH | $685B | Y | yes | n/a |
| BOSTON MANAGEMENT AND RESEARCH | n/a | ASSET MANAGER | $155B | N | yes | n/a |
| EATON VANCE MANAGEMENT | n/a | ASSET MANAGER | $97B | 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 ADVISERS (IRELAND) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| EATON VANCE DISTRIBUTORS, INC. | n/a | n/a | n/a | Y | yes | n/a |
| EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| EATON VANCE MANAGEMENT INTERNATIONAL (ASIA) PTE LTD | n/a | n/a | n/a | N | yes | n/a |
| EATON VANCE TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Nov 30, 2015 | $5.5B | $5.5B | 15 | 10 | n/a | n/a | n/a |
| 2014 | Jan 27, 2015 | $3.6B | $3.6B | 13 | 9 | n/a | n/a | n/a |
| 2013 | Jan 29, 2014 | $3.6B | $3.6B | 10 | 8 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $3.7B | $3.7B | 10 | 8 | n/a | n/a | n/a |
| 2011 | Jan 19, 2012 | $3.5B | $3.5B | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2015 | $5.1B | $3.6B | 43.0% | $3.7B | 11.9% | 13 | 13 | n/a | n/a |