Key facts
- Calvert Research and Management is a other based in Washington, District of Columbia.
- Calvert Research and Management reports $240.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
About Calvert Research and Management
Calvert Research and Management is an investment advisory firm based in Washington, District of Columbia. Established in 1976, the firm provides investment management services to institutional investors, workplace retirement plans, financial intermediaries, and their clients. Calvert offers a range of equity and fixed-income investment strategies, as well as separate accounts, insurance, and retirement products. The firm is a wholly-owned subsidiary of Eaton Vance. It aims to deliver superior long-term performance to its clients and also provide responsible investing. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 285127- Regulatory AUM
- $240.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 64
- Registered office
- WASHINGTON, DC
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CALVERT RESEARCH AND MANAGEMENT).
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Portfolio
No portfolio companies for Calvert Research and Management are on record yet. Positions surface from round participations, filings, and coverage.
Frequently asked
- What is Calvert Research and Management's AUM?
- Calvert Research and Management manages approximately $51K in assets.