Calvert Research and Management
● SEC registered since 2016CRD 285127SEC# 801-108378Washington, DC
Reg. AUM
$40.26B
Employees
64
Accounts
1,915
Location
Washington, DC
Calvert Research and Management assets under management
Calvert Research and Management is a registered investment adviser overseen by the SEC based in Washington, DC. The firm has been registered since 2016. It reports $40.3 billion in regulatory assets under management and employs 64 people.
Calvert Research and Management owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eaton Vance Management Control | Owns 100% Of Calvert Research And Management | Over 75% | 2016 |
| Hope Lynne Brown Saxton | Chief Compliance Officer And Vice President | Under 5% | 2021 |
| Vicki Lou Pitcock Control | Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Calvert Research and Management manage?
Calvert Research and Management reports $40.3 billion in regulatory assets under management on its Form ADV.
How many employees does Calvert Research and Management have?
Calvert Research and Management reports 64 employees.
Where is Calvert Research and Management located?
Calvert Research and Management is based in Washington, DC and has been SEC-registered since 2016.
Does Calvert Research and Management disclose fund performance?
Calvert Research and Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2050 M Street NW, Suite 200, Washington, DC 20036 |
| Phone | 800-368-2745 |
| Office hours | 8:45 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1717509 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$40.26B▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$40.26Bregulatory AUM
Discretionary $40.26B