{
  "crd_number": 104859,
  "slug": "eaton-vance-management-boston-ma-104859",
  "primary_business_name": "EATON VANCE MANAGEMENT",
  "legal_name": "EATON VANCE MANAGEMENT",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1981-02-20",
  "years_registered": 45,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 97020545041.0,
  "raum_discretionary": 97020545041.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 219,
  "advisory_employees": 160,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 2038266757.0,
      "count": 3636,
      "description": "TRUSTS, NUCLEAR DECOMMISSIONING TRUSTS, MODEL ADVISED CLIENTS, RETAIL SEPARATELY MANAGED ACCOUNTS"
    },
    "charitable": {
      "raum": 1111042349.0,
      "count": 27
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 3837782908.0,
      "count": 9
    },
    "insurance_companies": {
      "raum": 3813171087.0,
      "count": 8
    },
    "investment_companies": {
      "raum": 65017485056.0,
      "count": 62
    },
    "pension_profit_sharing": {
      "raum": 2663676668.0,
      "count": 18
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 11575245318.0,
      "count": 45
    },
    "corporations_other_businesses": {
      "raum": 540452320.0,
      "count": 20
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 6423422578.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://eatonvance.com",
    "https://eatonvancerealestate.com",
    "https://linkedin.com/company/eaton-vance",
    "https://twitter.com/EatonVance",
    "https://youtube.com/channel/UCep59EZ4GovCblOWe-Cb0jQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104859",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/eaton-vance-management-boston-ma-104859",
  "display_name": "Eaton Vance Management",
  "summary": "Eaton Vance Management is an SEC-registered investment advisory firm in Boston, MA, registered since 1981, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Eaton Vance Management (CRD 104859): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Eaton Vance Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eaton Vance Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Eaton Vance Management located?",
      "a": "Eaton Vance Management's principal office is in Boston, MA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Eaton Vance Management registered with the SEC or a state?",
      "a": "Eaton Vance Management is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 104859."
    },
    {
      "q": "How much does Eaton Vance Management manage?",
      "a": "Eaton Vance Management reports $97,020,545,041 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eaton Vance Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Eaton Vance Management: Regulatory assets under management: $73,036,634,870 in the October 2021 data and $97,020,545,041 in the October 2026 data, up 33%. Total employees: 866 in October 2021 and 219 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eaton Vance Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (3,636); investment companies (62); pooled investment vehicles (other than investment companies and business development companies) (45)."
    },
    {
      "q": "Which custodians does Eaton Vance Management use?",
      "a": "Eaton Vance Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and State Street Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Eaton Vance Management report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104859"
    },
    {
      "q": "What changed in Eaton Vance Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 189 to 160. Regulatory assets under management went from $84,879,368,900 to $97,020,545,041 (+14%). Added an office in London. No longer lists an office in Minneapolis, MN. No longer lists an office in Seattle, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 73036634870.0,
      "total_employees": 866,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 86483917631.0,
      "total_employees": 776,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 77205211457.0,
      "total_employees": 247,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 63043262559.0,
      "total_employees": 225,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 84879368900.0,
      "total_employees": 247,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 97020545041.0,
      "total_employees": 219,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 189 to 160.",
        "Regulatory assets under management went from $84,879,368,900 to $97,020,545,041 (+14%).",
        "Added an office in London.",
        "No longer lists an office in Minneapolis, MN.",
        "No longer lists an office in Seattle, WA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "State Street Bank",
      "name_as_filed": "STATE STREET BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/eaton-vance-management-boston-ma-104859.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 62,
      "fewer_than_5": false,
      "raum": 65017485056.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 11575245318.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 2663676668.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 27,
      "fewer_than_5": false,
      "raum": 1111042349.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 3837782908.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 3813171087.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": false,
      "raum": 6423422578.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 20,
      "fewer_than_5": false,
      "raum": 540452320.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3636,
      "fewer_than_5": false,
      "raum": 2038266757.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104859",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}