Asset manager · Boston, MA
Eaton Vance Management
SEC-registered investment adviser · CRD 104859 · SEC 801-15930
At a glance
Eaton Vance Management is an SEC-registered investment adviser based in Boston, Massachusetts, with $97.0 billion in regulatory assets under management as of its Form ADV filed August 11, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 139th of 3,218 asset managers and 268th of 17,210 SEC-registered advisers by assets.
Main office 617-482-8260eatonvance.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $97B
- Rank among asset managers
- #139 of 3,218
- Rank among all SEC RIAs
- #268 of 17,210
- Rank in Massachusetts
- #27 of 627
- Clients
- 3,826
- Accounts
- 3,816
- Discretionary
- 100% of AUM
- Employees
- 219
- Advisory staff
- 160
- Offices
- 5
Owners and executives on its Form ADV
- Lisa Buhain WinslowChief Administrative Officer
- Benjamin C. HunekeChief Executive Officer & President
- Laura T DonovanChief Compliance Officer & Vice President
Custody and brokerage
Broker-dealer
Hybrid RIA
Eaton Vance Management is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Eaton Vance Distributors, Inc., Eaton Vance Management (international) Limited, Morgan Stanley Asia Limited, Morgan Stanley Capital Services, LLC, Morgan Stanley Distribution, Inc., Morgan Stanley Mufg Securities Co., LTD. 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
- Eaton Vance Management (international) Limited ↗CRD 281469
- 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 Mufg Securities Co., LTD.
- Morgan Stanley Smith Barney LLC ↗CRD 149777
Its Form ADV brochure (filed March 2026) names Morgan Stanley Distribution as the broker-dealer its advisers are registered with.
Certain of our management persons are registered representatives of EVD and/or MSDI.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 62 | $65B | 67% |
| Pooled investment vehicles | 45 | $12B | 12% |
| Sovereign wealth funds and foreign official institutions | 1 | $6.4B | 7% |
| State or municipal government entities | 9 | $3.8B | 4% |
| Insurance companies | 8 | $3.8B | 4% |
| Pension and profit sharing plans | 18 | $2.7B | 3% |
| Other | 3,636 | $2.0B | 2% |
| Charitable organizations | 27 | $1.1B | 1% |
| Corporations or other businesses | 20 | $540M | <1% |
Private funds
Eaton Vance Management reports 14 private funds with $6.4B in gross assets: hedge funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Eaton Vance Management answers yes to 8 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
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗eatonvance.com ↗
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The full record on Eaton Vance 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, ten years of filings
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- Growth over one, three and five years
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- Rank against 220 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Eaton Vance Management manage?
Eaton Vance Management reports $97.0 billion in regulatory assets under management across 3,816 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 11, 2026.
What kind of firm is Eaton Vance Management?
Eaton Vance 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 Eaton Vance Management’s clients?
By assets, its largest client types are investment companies ($65.0 billion, 62 clients); pooled investment vehicles ($11.6 billion, 45 clients); sovereign wealth funds and foreign official institutions ($6.4 billion, 1 clients).
Does Eaton Vance Management manage private funds?
Yes. It reports 14 private funds with $6.4 billion in gross assets, including hedge funds, securitized asset funds, other private funds.
Does Eaton Vance Management have any disciplinary history?
Eaton Vance Management answers yes to 8 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 Eaton Vance 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 (2026-08-11), 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 →