Data / Investment advisers / District of Columbia / Calvert Research and Management
Calvert Research and Management, Washington, DC: $40.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Calvert Research and Management is an SEC registered investment adviser with its main office in Washington, District of Columbia and reports $40.3 billion in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include investment companies, pension and profit sharing plans and pooled investment vehicles. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 285127
- SEC file number
- 801-108378
- SEC status
- Approved, effective September 30, 2016
- Main office
- 2050 M Street NW Suite 200, Washington, DC 20036
- Phone
- (800) 368-2745
- Regulatory AUM
- $40,257,330,574 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $40,257,330,574
- Accounts
- 1,915
- Employees
- 64, of which 57 give investment advice
- Form of organization
- Business Trust
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, other Item 11 matters
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 44 | $39.28 billion |
| Pension and profit sharing plans | 3 | $469.4 million |
| Pooled investment vehicles | 1 | $42.3 million |
| Corporations or other businesses | 2 | $30.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $40.26 billion | March 29, 2026 |
| December 1, 2025 | $39.55 billion | October 31, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Carlyle Group | Washington | $283.81 billion | 314 | adviserinfo.sec.gov |
| Missionsquare Investments | Washington | $52.93 billion | Not listed | adviserinfo.sec.gov |
| Eig Management Company, LLC | Washington | $22.22 billion | 66 | adviserinfo.sec.gov |
| Fiduciary Counselors Inc. | Washington | $20.35 billion | Not listed | adviserinfo.sec.gov |
| Rock Creek Group LLC | Washington | $18.38 billion | 12 | adviserinfo.sec.gov |
| F/M Investments LLC | Washington | $17.74 billion | Not listed | adviserinfo.sec.gov |
| Meridiam Infrastructure North America Corporation | Washington | $10.22 billion | 35 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington, DC
- Investment advisers in District of Columbia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pension and profit sharing plans
- Calvert Research and Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.