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EATON VANCE MANAGEMENT
CRD 104859File 801-15930
APPROVED
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.EATONVANCE.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 3,826 | 190 | decreased by3,636 |
| Apr 1, 2026 | Employees | 247 | 219 | decreased by28 |
| Apr 1, 2026 | Clients | 4,053 | 3,826 | decreased by227 |
| Apr 1, 2026 | AUM | $84,879,368,900 | $97,020,545,041 | increased by$12,141,176,141 |
| Apr 1, 2026 | Accounts | 4,053 | 3,816 | decreased by237 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 776 | 247 | decreased by529 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,721 | 4,053 | decreased by2,668 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $86,483,917,631 | $84,879,368,900 | decreased by$1,604,548,731 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,721 | 4,053 | decreased by2,668 |
| Apr 1, 2022 | Employees | 866 | 776 | decreased by90 |
| Apr 1, 2022 | Clients | 7,594 | 6,721 | decreased by873 |
| Apr 1, 2022 | AUM | $73,036,634,870 | $86,483,917,631 | increased by$13,447,282,761 |
| Apr 1, 2022 | Accounts | 6,906 | 6,721 | decreased by185 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EATON VANCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EATON VANCE” may also match similarly-named firms). Confirm identity against each filing.
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.