Eaton Vance Management

Registered investment advisor · Boston, Massachusetts · CRD #104859

Assets Under Management

$97B

Client Accounts

3,816

Employees

219

CRD Number

104859

Registration

SEC Registered

Custodian

State Street Bank & Trust, Bank Of New York Mellon

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Eaton Vance Management

Eaton Vance is an American investment management firm based in Boston, Massachusetts, with a history dating back to 1924. Originally founded as Eaton & Howard Inc., the firm became part of Morgan Stanley Investment Management in 2020. Eaton Vance has evolved significantly over the decades, launching various mutual funds and expanding its offerings to include fixed-income portfolios, equity strategies, and wealth management services. The firm provides a range of investment products to individual

Fee Structure

Percentage of assets under management Yes

Fixed fees Yes

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Eaton Vance Management

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Frequently Asked Questions

What is Eaton Vance Management's AUM?

Eaton Vance Management reports approximately $97B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Eaton Vance Management headquartered?

Eaton Vance Management is headquartered in Boston, Massachusetts.

What is Eaton Vance Management's CRD number?

Eaton Vance Management's CRD number is 104859. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.