Asset manager · Washington, DC
Calvert Research and Management
SEC-registered investment adviser · CRD 285127 · SEC 801-108378
At a glance
Calvert Research and Management is an SEC-registered investment adviser based in Washington, District of Columbia, with $40.3 billion in regulatory assets under management as of its Form ADV filed July 31, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 241st of 3,218 asset managers and 518th of 17,210 SEC-registered advisers by assets.
Main office 800-368-2745calvert.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $40B
- Rank among asset managers
- #241 of 3,218
- Rank among all SEC RIAs
- #518 of 17,210
- Rank in District of Columbia
- #3 of 59
- Clients
- 1,915
- Accounts
- 1,915
- Discretionary
- 100% of AUM
- Employees
- 64
- Advisory staff
- 57
- Offices
- 4
Owners and executives on its Form ADV
- Hope L. Brown SaxtonChief Compliance Officer and Vice President
- Von M. HughesPresident and Chief Executive Officer
- Victoria EcksteinVice President
Custody and brokerage
Broker-dealer
Hybrid RIA
Calvert Research and Management is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Eaton Vance Distributors, Inc., Morgan Stanley Asia Limited, Morgan Stanley Capital Services, LLC, Morgan Stanley Distribution, Inc., Morgan Stanley Mexico, Casa De Bolsa, S.A. De C.V. and Morgan Stanley Smith Barney LLC.
- Eaton Vance Distributors, Inc. ↗CRD 37731
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Morgan Stanley Asia Limited
- Morgan Stanley Capital Services, LLC
- Morgan Stanley Distribution, Inc. ↗CRD 30344
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Morgan Stanley Mexico, Casa De Bolsa, S.A. De C.V.
- Morgan Stanley Smith Barney LLC ↗CRD 149777
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 44 | $39B | 98% |
| Pension and profit sharing plans | 3 | $469M | 1% |
| Other | 1,865 | $438M | 1% |
| Pooled investment vehicles | 1 | $42M | <1% |
| Corporations or other businesses | 2 | $31M | <1% |
Disciplinary disclosures
Calvert Research and Management answers yes to 10 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗calvert.com ↗
AtlasMembers
The full record on Calvert Research and Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 326 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Calvert Research and Management manage?
Calvert Research and Management reports $40.3 billion in regulatory assets under management across 1,915 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
What kind of firm is Calvert Research and Management?
Calvert Research and Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Calvert Research and Management’s clients?
By assets, its largest client types are investment companies ($39.3 billion, 44 clients); pension and profit sharing plans ($469 million, 3 clients); other ($438 million, 1,865 clients).
Does Calvert Research and Management have any disciplinary history?
Calvert Research and Management answers yes to 10 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Calvert Research and Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →