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CALVERT RESEARCH AND MANAGEMENT
CRD 285127File 801-108378
APPROVED
Custody
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$40.26B
Top 10% of cohort (national)
Discretionary AUM
$40.26B
Clients
50
1,915 accounts
Employees
64
Top 10% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 30, 2016
- Principal office
- 2050 M STREET NW, SUITE 200, WASHINGTON, DC, 20036
- Phone
- 800-368-2745
- Website
- HTTPS://WWW.CALVERT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $40.26B
- Discretionary AUM
- $40.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,915
- Non-discretionary accounts
- 0
- Total accounts
- 1,915
- AUM per client
- $805.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $30.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 44 | $39.28B |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 1 | $42.3M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $469.4M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other 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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11F
- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,915 | 50 | decreased by1,865 |
| Apr 1, 2026 | Employees | 257 | 64 | decreased by193 |
| Apr 1, 2026 | Clients | 1,932 | 1,915 | decreased by17 |
| Apr 1, 2026 | AUM | $39,548,164,290 | $40,257,330,574 | increased by$709,166,284 |
| Apr 1, 2026 | Accounts | 1,932 | 1,915 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 296 | 257 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 800 | 1,932 | increased by1,132 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $40,396,629,300 | $39,548,164,290 | decreased by$848,465,010 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 803 | 1,932 | increased by1,129 |
| Apr 1, 2022 | Employees | 271 | 296 | increased by25 |
| Apr 1, 2022 | Clients | 188 | 800 | increased by612 |
| Apr 1, 2022 | AUM | $27,725,970,607 | $40,396,629,300 | increased by$12,670,658,693 |
| Apr 1, 2022 | Accounts | 188 | 803 | increased by615 |
| 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 “CALVERT RESEARCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALVERT RESEARCH” 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.