DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Eaton Vance Management
Latest filing Aug 11, 2026
First filing on the tape Nov 30, 2011 · 62 filings
SEC status approved since Feb 20, 1981
RAUM
$97B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
106
registered through the firm on IAPD
RAUM per advisor
$915M
derived; firm RAUM over IAPD count
Employees
219
160 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
14
reported on Schedule D
History
62 filings and snapshots on the tape
RAUM$97B as of Aug 11, 2026
Jan 27, 2012$133B then
HNW client RAUM$0 as of Aug 11, 2026
Feb 1, 2018$435M then
State-registered IARs (5.B.3)1 as of Aug 11, 2026
Jan 29, 20130 then
Employees (5.A)219 as of Aug 11, 2026
Jan 29, 2013900 then
Private funds14 as of Aug 11, 2026
Jan 27, 20128 then
RAUM +14% over the last fiscal year+7.9% a year over threeIARs 6 to 1offices 5 to 4
Practice profile
derived from the filing of Aug 11, 2026; every figure names its basis
- RAUM per advisor
- $915MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $25.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 18%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.1derivedItem 5.A over advisors
- Advisors per office
- 21.2derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -83%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $5.3B, 8 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$65B68%
- Pooled investment vehicles$12B12%
- Sovereign wealth funds$6.4B6.8%
- State and municipal entities$3.8B4.0%
- Insurance companies$3.8B4.0%
- Pension and profit-sharing plans$2.7B2.8%
- Charitable organizations$1.1B1.2%
- Corporations and businesses$540M0.6%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 18reported
- Charitable clients
- 27reported
- Accounts
- 3,816reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $778M managedreported
- Custody of client assets
- $5.3B for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.79 institutional_share=0.18 related_bd=true related_bank=true bd_reps=15.0derived
Advisors registered through the firm
106 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Matthew Ring | Boston, Ma | Jun 18, 2008 | 18 y | 0 |
| John Thomas Loy | Boston, Ma | Aug 12, 2008 | 22 y | 0 |
| John J Santoro | Boston, Ma | Aug 14, 2008 | 24 y | 0 |
| Ian Patrick Mcginn | Boston, Ma | Aug 26, 2008 | 23 y | 0 |
| Erin Elizabeth Kace | Boston, Ma | Aug 27, 2008 | 22 y | 0 |
| Steven Joseph Pietricola | Boston, Ma | Aug 29, 2008 | 20 y | 0 |
| Daniel John Mccarthy | Boston, Ma | Aug 29, 2008 | 29 y | 2 |
| Ryan Landers | Medfield, Ma | Aug 29, 2008 | 22 y | 0 |
| Richard Andrew Kelly | Boston, Ma | Aug 29, 2008 | 22 y | 0 |
| Joseph Raymond Hernandez | Boston, Ma | Sep 19, 2008 | 29 y | 0 |
| Brian Matthew Dunkley | Boston, Ma | Oct 16, 2008 | 31 y | 0 |
| Scott William, Rufus Firth | Boston, Ma | Oct 16, 2008 | 26 y | 0 |
| Ivan Antonio Huerta | Boston, Ma | Feb 25, 2009 | 21 y | 0 |
| Gregor Dann Yuska | Boston, Ma | Apr 17, 2009 | 29 y | 0 |
| Mark Milan | Boston, Ma | Apr 17, 2009 | 23 y | 0 |
| David Michael Richman | Boston, Ma | Apr 17, 2009 | 31 y | 2 |
| John Andrew Cullen | Boston, Ma | Apr 29, 2009 | 19 y | 0 |
| Christopher Sherman Mitchell | Boston, Ma | May 6, 2009 | 19 y | 0 |
| Christopher Howard Nebons | Boston, Ma | Jul 22, 2009 | 18 y | 0 |
| Robert Ryan Curtis | Boston, Ma | Aug 10, 2009 | 27 y | 0 |
| Paul Hayes Nicely | Boston, Ma | Aug 11, 2009 | 23 y | 0 |
| Patrick Justin Cosgrove | Boston, Ma | Aug 13, 2009 | 38 y | 0 |
| Jonathan Scott Futterman | Boston, Ma | Oct 8, 2009 | 34 y | 0 |
| Anthony Joseph Gigante | Boston, Ma | Feb 8, 2010 | 18 y | 0 |
| Adrian Donald Jackson | Boston, Ma | Jan 6, 2012 | 25 y | 0 |
| Tyler R Cortelezzi | Boston, Ma | Jan 6, 2012 | 18 y | 0 |
| Sheila Ann Decaprio | Boston, Ma | Jul 9, 2012 | 15 y | 0 |
| Gregory Bruce Chalas | Boston, Ma | Aug 1, 2012 | 16 y | 0 |
| Anthony Jordan Scalese | Boston, Ma | Jan 10, 2013 | 13 y | 0 |
| Alexander Nicholas Macrokanis | Boston, Ma | May 14, 2013 | 15 y | 0 |
| Benjamin William Lefevre | Boston, Ma | Oct 28, 2013 | 33 y | 0 |
| Meghan Emily Moses | Boston, Ma | Jan 23, 2014 | 18 y | 1 |
| Steven William Heck | Boston, Ma | Mar 10, 2014 | 28 y | 1 |
| Brian Peter Dailey | Boston, Ma | Jun 16, 2014 | 12 y | 0 |
| Andrew Robert Spero | Boston, Ma | Jun 16, 2014 | 13 y | 0 |
| Christopher Richard Webb | Boston, Ma | Sep 9, 2014 | 13 y | 0 |
| Carlos Ignacio Del Valle-Ortiz | Boston, Ma | Oct 6, 2014 | 15 y | 1 |
| Matthew Paul Morin | Boston, Ma | Jul 20, 2015 | 23 y | 2 |
| James Robb Allen | Boston, Ma | Aug 14, 2015 | 25 y | 0 |
| Matthew Aaron Clenney | Boston, Ma | Oct 26, 2015 | 12 y | 0 |
Advisor movement
7 left, 0 joined in 12 months
net -7 in 12 months2 left in 90 days0 joined in 90 daysdeparture rate 6.6% of current headcount27 left over 36 months
Left, latest
- Keenan Dwyer to Ameriprise Financial Services, LLCJul 14, 2026 · Other
- Connor Joseph Morenzi to Wealthcare Investment Partners LLCJun 26, 2026 · Other
- Andrew John Leimenstoll to Morgan StanleyJun 2, 2026 · Other
- Kristopher Paul Brassard to Beacon Pointe Advisors, LLCApr 8, 2026 · Other
- Jack Arthur Hall to Edward JonesApr 2, 2026 · Other
- Donald C Kornse to Pacer Advisors, Inc.Nov 13, 2025 · Other
- James Maki to Neuberger Berman Bd LLCSep 19, 2025 · Other
- Juliette Margo Lavoye to Edward JonesAug 28, 2025 · Other
- Daniel Sugameli to Focus Partners Wealth, LLCJun 10, 2025 · Other
- Zachary Scott Perkins to Shp Wealth Management, LLCDec 23, 2024 · Other
- Patrick Henry Cerrato to Allspring Funds Management, LLCNov 27, 2024 · Other
- Daniel Negus to Fidelity Institutional Wealth Adviser LLCNov 27, 2024 · Other
- Austin James Anastasia to Blackrock Investment Management, LLCNov 15, 2024 · Other
- Holly Harben Swan to Allspring Funds Management, LLCOct 25, 2024 · Other
- Andrew John Dillon to O'Shaughnessy Asset Management, LLCSep 17, 2024 · Other
Joined, latest
- Scott Alan Stanley from Harbor Capital Advisors, Inc.Dec 1, 2023 · Other
- Keenan Dwyer from LPL Financial LLCJul 26, 2023 · Other
- Kathleen H Reeves from Centaurus Financial, Inc.Jul 26, 2023 · Other
- Jenna Katherine Snittjer from Dimensional Fund Advisors LPJun 14, 2023 · Other
- Conor R Macphee from Osaic Wealth, Inc.Jan 20, 2023 · Other
- Chad Alan Schroeder from Mesirow Financial Investment Management, Inc.Oct 20, 2022 · Other
- Timothy M Kahl from Centaurus Financial, Inc.Oct 20, 2022 · Other
- Alexander Edelman from Invesco Advisers, Inc.Oct 20, 2022 · Other
- Michael F Barnes from Amundi Asset Management US, Inc.Sep 27, 2022 · Other
- Holly Harben Swan from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 27, 2022 · Other
- Michael J Love from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 16, 2022 · Other
- Christopher M Ward-Denucci from Wells Fargo AdvisorsAug 2, 2022 · Other
- Michael Christopher Grieve from Fidelity Personal And Workplace AdvisorsJul 26, 2022 · Other
- Connor Joseph Morenzi from Columbia Management Investment Advisers, LLCMar 24, 2022 · Other
- Ilea G Decker from Morgan StanleyMar 24, 2022 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Morgan StanleyJun 1, 2017 · Boston, Ma
Private funds
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Eaton Vance Cash Reserves Fund, LLCno longer reported | Liquidity Fund | $5.4B | 94 | Jan 27, 2012 |
| Eaton Vance Institutional Senior Loan Fund | Other Private Fund | $3.9B | 137 | Jan 27, 2012 |
| Eaton Vance Clo 2014-1 Ltd.no longer reported | Securitized Asset Fund | $487M | 16 | Jan 31, 2017 |
| Eaton Vance Clo 2014-1r, Ltd | Securitized Asset Fund | $458M | 10 | Mar 31, 2022 |
| Eaton Vance Clo 2020-1 Ltd | Securitized Asset Fund | $451M | 15 | Mar 1, 2021 |
| Eaton Vance Clo 2018-1 Ltd. | Securitized Asset Fund | $440M | 14 | Jan 31, 2019 |
| Eaton Vance Clo 2013-1 Ltd. | Securitized Asset Fund | $411M | 11 | Jan 31, 2017 |
| Eaton Vance Clo 2019-1, Ltd. | Securitized Asset Fund | $396M | 14 | Jan 29, 2020 |
| Eaton Vance Clo 2015-1 Ltd. | Securitized Asset Fund | $351M | 15 | Jan 31, 2017 |
| Eaton Vance Emerging Markets Debt Opportunity Master Fund Ltd. | Hedge Fund | $349M | 2 | Mar 31, 2022 |
| Eaton Vance Institutional Senior Loan Plus Fund | Hedge Fund | $317M | 5 | Sep 21, 2018 |
| Eaton Vance Multi-Asset Credit Fund II, LLC | Hedge Fund | $293M | 13 | Mar 31, 2022 |
| Eaton Vance Parametric Municipal Credit Trident Fund LLC | Other Private Fund | $274M | 499 | Jan 29, 2021 |
| Eaton Vance Emerging Markets Debt Opportunity Fund LLC | Hedge Fund | $271M | 4 | Mar 31, 2022 |
| Eaton Vance Cash Collateral Fund, LLCno longer reported | Liquidity Fund | $62.6M | 5 | Jan 27, 2012 |
| Eaton Vance Emerging Markets Debt Opportunity Fund Ltd. | Hedge Fund | $61.2M | 4 | Jan 29, 2021 |
| Eaton Vance Small Cap Core Fund, LLCno longer reported | Other Private Fund | $16.9M | 11 | Jan 27, 2012 |
| Eaton Vance Equity Harvest Fund LLC | Other Private Fund | $6.3M | 2 | Jan 29, 2020 |
| Eaton Vance Cdo X Plcno longer reported | Securitized Asset Fund | $2.4M | 3 | Jan 27, 2012 |
| Eaton Vance Cdo Ix Ltdno longer reported | Securitized Asset Fund | $2.4M | 40 | Jan 27, 2012 |
| Eaton Vance Cdo Viii Ltdno longer reported | Securitized Asset Fund | $549,558 | 1 | Jan 27, 2012 |
| Eaton Vance Cdo Vii Plcno longer reported | Securitized Asset Fund | $123,061 | 30 | Jan 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Lisa Buhain Winslow · Chief Administrative Officercontrolsince 12/2023 · owns less than 5%
- J Desmond Gallacher · Chief Technology Officer And Vice Presidentcontrolsince 03/2021 · owns less than 5%
- Cordt Benjamin Huneke · Chief Executive Officer & Presidentcontrolsince 11/2024 · owns less than 5%
- Francis Richard Froio · Chief Compliance Officersince 11/2017 · owns less than 5%
Entity owners
- Morgan Stanley Capital Management, LLC · Owns 100% Of Eaton Vance Managementdirect · owns 75% or more
- Morgan Stanley · Memberindirect · owns 75% or more of Morgan Stanley Capital Management, LLC · public reporting company
Related persons
Schedule D 7.A
- Atlanta Capitalinvestment advisernRAUM $29B
- Boston Management And Researchinvestment adviserbankpooled vehicle sponsoryRAUM $155B
- Calvert Research And Managementinvestment adviserbankpooled vehicle sponsoryRAUM $40B
- Eaton Vance Advisers International Ltd.investment adviserbanknRAUM $36B
- Eaton Vance Distributors, Inc.broker-dealern
- Eaton Vance Management (International) Limitedbroker-dealerinvestment adviseryRAUM $1.5B
- Eaton Vance Trust Companyn
- Morgan Stanley Distribution, Inc.broker-dealern
- Morgan Stanley | Eaton Vance Clo Manager LLCinvestment advisernRAUM $4.3B
- Morgan Stanley Investment Management (Japan) Co., Ltd.investment advisernRAUM $3.5B
- Morgan Stanley Investment Management Companyinvestment advisernRAUM $11B
- Morgan Stanley Investment Management Inc.investment adviserpooled vehicle sponsornRAUM $702B
- Morgan Stanley Investment Management Limitedinvestment adviserpooled vehicle sponsornRAUM $175B
- Morgan Stanley Mufg Securities Co., Ltd.broker-dealern
- Morgan Stanleybroker-dealerinvestment adviserpooled vehicle sponsorcustodiannRAUM $1962B
- Ms Capital Partners Adviser Inc.investment advisernRAUM $39B
- Msim Fund Management (Ireland) Limitedinvestment adviserpooled vehicle sponsorn
- Parametric Portfolio Associatesinvestment adviserbankpooled vehicle sponsornRAUM $685B
Advisers that list Eaton Vance Management as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 106 | 0 | 6 | ||
| New York, Ny | 2 | 0 | 0 | ||
| Charlotte, Nc | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- Washington Dc, DC1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count dropChange between filings · filing Mar 31, 2026advisory representatives (Item 5.B.3) moved from 6.0 to 1.0 (-83.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was +3.0% (51 comparable advisers, 0.0th percentile of changes)peers: asset managers, $20B and over (51) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 4,053 to 3,816Jun 18, 2025 to Mar 31, 2026
- Advisory employees · 189 to 160Jun 18, 2025 to Mar 31, 2026
- BD registered reps · 21 to 15Jun 18, 2025 to Mar 31, 2026
- Charity clients · 21 to 27Jun 18, 2025 to Mar 31, 2026
- Corporate clients · 26 to 20Jun 18, 2025 to Mar 31, 2026
- Pension plan clients · 20 to 18Jun 18, 2025 to Mar 31, 2026
- Pooled vehicle clients · 56 to 45Jun 18, 2025 to Mar 31, 2026
- Assets in custody · $8.2B to $5.3BJun 18, 2025 to Mar 31, 2026
- Employees · 247 to 219Jun 18, 2025 to Mar 31, 2026
- State-registered IARs · 6 to 1Jun 18, 2025 to Mar 31, 2026
- Other offices · 5 to 4Jun 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $85B to $97BJun 18, 2025 to Mar 31, 2026
- Pension RAUM · $2.5B to $2.7BJun 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $13B to $12BJun 18, 2025 to Mar 31, 2026
- RAUM · $85B to $97BJun 18, 2025 to Mar 31, 2026
- Wrap assets (manager) · $572M to $778MJun 18, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 26, 2025 to Jun 18, 2025
- Accounts · 3,851 to 4,053Jan 2, 2025 to Mar 26, 2025
- Advisory employees · 160 to 189Jan 2, 2025 to Mar 26, 2025
- BD registered reps · 14 to 21Jan 2, 2025 to Mar 26, 2025
- Charity clients · 24 to 21Jan 2, 2025 to Mar 26, 2025
- Corporate clients · 25 to 26Jan 2, 2025 to Mar 26, 2025
- Pension plan clients · 22 to 20Jan 2, 2025 to Mar 26, 2025
- Pooled vehicle clients · 48 to 56Jan 2, 2025 to Mar 26, 2025
- Assets in custody · $5.4B to $8.2BJan 2, 2025 to Mar 26, 2025
- Employees · 225 to 247Jan 2, 2025 to Mar 26, 2025
- State-registered IARs · 2 to 6Jan 2, 2025 to Mar 26, 2025
- Other offices · 2 to 5Jan 2, 2025 to Mar 26, 2025
- Discretionary RAUM · $63B to $85BJan 2, 2025 to Mar 26, 2025
- Non-discretionary RAUM · $531M to $0Jan 2, 2025 to Mar 26, 2025
- Pension RAUM · $2.0B to $2.5BJan 2, 2025 to Mar 26, 2025
- Pooled vehicle RAUM · $14B to $13BJan 2, 2025 to Mar 26, 2025
- RAUM · $63B to $85BJan 2, 2025 to Mar 26, 2025
- Wrap assets (manager) · $1.6B to $572MJan 2, 2025 to Mar 26, 2025
- Accounts · 6,289 to 3,851Jan 16, 2024 to Mar 27, 2024
- Advisory employees · 171 to 160Jan 16, 2024 to Mar 27, 2024
- BD registered reps · 22 to 14Jan 16, 2024 to Mar 27, 2024
- Charity clients · 28 to 24Jan 16, 2024 to Mar 27, 2024
- Corporate clients · 33 to 25Jan 16, 2024 to Mar 27, 2024
- Pension plan clients · 27 to 22Jan 16, 2024 to Mar 27, 2024
Signals
60 dated events
- Keenan Dwyer left Eaton Vance Management for Ameriprise Financial Services, Llc (registered 2026-07-16)Jul 14, 2026 · Advisor changed firm · fact
- Connor Joseph Morenzi left Eaton Vance Management for Wealthcare Investment Partners Llc (registered 2026-07-14)Jun 26, 2026 · Advisor changed firm · fact
- Andrew John Leimenstoll left Eaton Vance Management for Morgan Stanley (registered 2026-06-02)Jun 2, 2026 · Advisor changed firm · fact
- Kristopher Paul Brassard left Eaton Vance Management for Beacon Pointe Advisors, Llc (registered 2026-04-16)Apr 8, 2026 · Advisor changed firm · fact
- Jack Arthur Hall left Eaton Vance Management for Edward Jones (registered 2026-04-16)Apr 2, 2026 · Advisor changed firm · fact
- Donald C Kornse left Eaton Vance Management for Pacer Advisors, Inc. (registered 2025-11-13)Nov 13, 2025 · Advisor changed firm · fact
- James Maki left Eaton Vance Management for Neuberger Berman Bd Llc (registered 2025-09-08)Sep 19, 2025 · Advisor changed firm · fact
- Juliette Margo Lavoye left Eaton Vance Management for Edward Jones (registered 2025-08-28)Aug 28, 2025 · Advisor changed firm · fact
- Daniel Sugameli left Eaton Vance Management for Focus Partners Wealth, Llc (registered 2026-04-02)Jun 10, 2025 · Advisor changed firm · fact
- Eaton Vance Management reported RAUM $84.9B, up 35% from $63.0B (2025-01-02 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Zachary Scott Perkins left Eaton Vance Management for Shp Wealth Management, Llc (registered 2025-01-27)Dec 23, 2024 · Advisor changed firm · fact
- Daniel Negus left Eaton Vance Management for Fidelity Institutional Wealth Adviser Llc (registered 2025-04-03)Nov 27, 2024 · Advisor changed firm · fact
- Patrick Henry Cerrato left Eaton Vance Management for Allspring Funds Management, Llc (registered 2024-11-29)Nov 27, 2024 · Advisor changed firm · fact
- Austin James Anastasia left Eaton Vance Management for Blackrock Investment Management, Llc (registered 2025-02-13)Nov 15, 2024 · Advisor changed firm · fact
- Philppe Jacques Chappuis (Co-Chief Executive Officer & Co-President) no longer on Schedule A of Eaton Vance Management (listed 2024-03-27, absent 2024-11-15)Nov 15, 2024 · Control person left · inference
- Holly Harben Swan left Eaton Vance Management for Allspring Funds Management, Llc (registered 2024-11-21)Oct 25, 2024 · Advisor changed firm · fact
- Andrew John Dillon left Eaton Vance Management for O'Shaughnessy Asset Management, Llc (registered 2024-10-07)Sep 17, 2024 · Advisor changed firm · fact
- Luke Stephen Webber left Eaton Vance Management for Osaic Wealth, Inc. (registered 2024-08-19)Aug 22, 2024 · Advisor changed firm · fact
- Michael Horvath left Eaton Vance Management for Lpl Financial Llc (registered 2024-06-10)May 17, 2024 · Advisor changed firm · fact
- Jackson Gallant left Eaton Vance Management for Commonwealth Financial Network (registered 2024-05-17)May 17, 2024 · Advisor changed firm · fact
- Alan Ranier Simeon left Eaton Vance Management for Perennial Financial Services (registered 2024-05-02)May 14, 2024 · Advisor changed firm · fact
- Chad Alan Schroeder left Eaton Vance Management for Neuberger Berman Bd Llc (registered 2025-08-04)May 3, 2024 · Advisor changed firm · fact
- Jenna Katherine Snittjer left Eaton Vance Management for Russell Investments (registered 2024-05-07)Apr 19, 2024 · Advisor changed firm · fact
- Allen J Wagner left Eaton Vance Management for Northwestern Mutual Investment Services,Llc (registered 2024-07-10)Apr 19, 2024 · Advisor changed firm · fact
- Philppe Jacques Chappuis (Co-Chief Executive Officer & Co-President) appeared on Schedule A of Eaton Vance ManagementJan 16, 2024 · Control person joined · fact
- Cordt Benjamin Huneke (Co-Chief Executive Officer & Co-President) appeared on Schedule A of Eaton Vance ManagementJan 16, 2024 · Control person joined · fact
- Aaron Daniel Simkowitz (Ceo, President) no longer on Schedule A of Eaton Vance Management (listed 2023-12-08, absent 2024-01-16)Jan 16, 2024 · Control person left · inference
- Andrew Joseph Haycock left Eaton Vance Management for Alliancebernstein L.P. (registered 2024-01-25)Jan 9, 2024 · Advisor changed firm · fact
- Lisa Buhain Winslow (Chief Administrative Officer) appeared on Schedule A of Eaton Vance ManagementDec 8, 2023 · Control person joined · fact
- Andrew Kenneth Topping (Chief Administrative Officer) no longer on Schedule A of Eaton Vance Management (listed 2023-11-08, absent 2023-12-08)Dec 8, 2023 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Eaton Vance Management · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eaton-vancereportedpublic record, Form ADV, Sep 17, 2026
- Website
- eatonvancerealestate.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-482-8260reportedpublic record, Form ADV, Aug 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $915Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026