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EATON VANCE MANAGEMENT
CRD 104859File 801-15930
APPROVED
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$97.02B
Top 10% of cohort (national)
Discretionary AUM
$97.02B
Clients
190
3,816 accounts
Employees
219
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 20, 1981
- Principal office
- ONE POST OFFICE SQUARE, BOSTON, MA, 02109
- Phone
- 617-482-8260
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $97.02B
- Discretionary AUM
- $97.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,816
- Non-discretionary accounts
- 0
- Total accounts
- 3,816
- AUM per client
- $510.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $540.5M |
| Non-U.S. persons | 1 | $6.42B |
| Insurance companies | 8 | $3.81B |
| Investment companies | 62 | $65.02B |
| Charitable organizations | 27 | $1.11B |
| Pooled investment vehicles | 45 | $11.58B |
| Pension and profit sharing plans | 18 | $2.66B |
| State or municipal government entities | 9 | $3.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF PORTFOLIO INCOME
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 3826 | 190 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.