Private fund adviser · New York, NY
Morgan Stanley | Eaton Vance CLO Manager LLC
Morgan Stanley Eaton Vance CLO Manager LLC · SEC-registered investment adviser · CRD 309263 · SEC 801-118877
At a glance
Morgan Stanley | Eaton Vance CLO Manager LLC is an SEC-registered investment adviser based in New York, New York, with $4.3 billion in regulatory assets under management as of its Form ADV filed May 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,090th of 4,686 private fund advisers and 2,307th of 17,210 SEC-registered advisers by assets.
Main office 212-761-4000morganstanley.comAs filed on Form ADV
- Regulatory AUM
- $4.3B
- Rank among private fund advisers
- #1,090 of 4,686
- Rank among all SEC RIAs
- #2,307 of 17,210
- Rank in New York
- #591 of 2,591
- Clients
- 15
- Accounts
- 15
- Discretionary
- 100% of AUM
- Employees
- 17
- Advisory staff
- 11
- Offices
- 2
Owners and executives on its Form ADV
- Emil A. CraciunChief Compliance Officer and Executive Director
- Lisa Buhain WinslowDirector and Managing Director
- Michael J. KeyDirector and Managing Director
- Peter M. CampoPresident and Managing Director
- Francesca E MeadSecretary
- Jeannine V. AliChief Financial Officer and Managing Director
Custody and brokerage
Custodian
Morgan Stanley | Eaton Vance CLO Manager LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Eaton Vance Distributors, Inc., Morgan Stanley Asia Limited, Morgan Stanley Capital Services, LLC, Morgan Stanley Distribution, Inc. and Morgan Stanley Mufg Securities Co., LTD..
- 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 Mufg Securities Co., LTD.
Its Form ADV brochure (filed March 2026) names Morgan Stanley Distribution and Eaton Vance Distributors as the broker-dealer its advisers are registered with.
Certain of our management persons are registered representatives of MSDI and/or EVD.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 15 | $4.3B | 100% |
Private funds
Morgan Stanley | Eaton Vance CLO Manager LLC reports 15 private funds with $4.3B in gross assets: securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Morgan Stanley | Eaton Vance CLO Manager LLC answers yes to 7 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 pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗morganstanley.com ↗
AtlasMembers
The full record on Morgan Stanley | Eaton Vance CLO Manager LLC
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, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,442 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 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 Morgan Stanley | Eaton Vance CLO Manager LLC manage?
Morgan Stanley | Eaton Vance CLO Manager LLC reports $4.3 billion in regulatory assets under management across 15 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 28, 2026.
What kind of firm is Morgan Stanley | Eaton Vance CLO Manager LLC?
Morgan Stanley | Eaton Vance CLO Manager LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Morgan Stanley | Eaton Vance CLO Manager LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($4.3 billion, 15 clients).
Does Morgan Stanley | Eaton Vance CLO Manager LLC manage private funds?
Yes. It reports 15 private funds with $4.3 billion in gross assets, including securitized asset funds.
Does Morgan Stanley | Eaton Vance CLO Manager LLC have any disciplinary history?
Morgan Stanley | Eaton Vance CLO Manager LLC answers yes to 7 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 Morgan Stanley | Eaton Vance CLO Manager LLC’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 (2026-05-28), 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 →