Overview
Assets Under Management: $63.0 billion
Headquarters: BOSTON, MA
Frequently Asked Questions
EATON VANCE MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104859), EATON VANCE MANAGEMENT is subject to fiduciary duty under federal law.
EATON VANCE MANAGEMENT is headquartered in BOSTON, MA.
According to their SEC Form ADV, EATON VANCE MANAGEMENT offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EATON VANCE MANAGEMENT manages $63.0 billion in client assets according to their SEC filing dated November 15, 2024.
According to their SEC Form ADV, EATON VANCE MANAGEMENT serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Total Client Accounts: 3,851
Discretionary Accounts: 1,970
Non-Discretionary Accounts: 1,881
Regulatory Filings
CRD Number: 104859
Filing ID: 1910798
Last Filing Date: 2024-11-15 10:24:00