Key facts
as of Sep 2026- 8 institutional filers report fund marks on Eaton Vance WaterOak Advisors across 27 filings.
- Status: Acquired/Merged.
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Recorded secondary trades
No secondary trades in Eaton Vance WaterOak Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
8 filers · latest Jun 20268 SEC-registered funds reported 27 fair-value marks on Eaton Vance WaterOak Advisors between Apr 2025 and Jun 2026. Filer-level marks and implied $/share are available to Pro members.
Funding rounds
No funding rounds for Eaton Vance WaterOak Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Eaton Vance WaterOak Advisors
Provider of wealth management advisory services to individuals, families, businesses, endowments and corporations. The company offers fee-based customized solutions including tax and fixed-income strategies, portfolio management, concentrated stock solutions, alternative investments, family office, financial and estate planning as well as trust services.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 56
- Website
- evwateroak.com/
- Ownership
- Acquired/Merged