Data / Investment advisers / Massachusetts / Eaton Vance Management
Eaton Vance Management, Boston, MA: $97 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Eaton Vance Management is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $97 billion in regulatory assets under management in its Form ADV filed August 11, 2026. Its clients include investment companies, pooled investment vehicles and sovereign wealth funds and foreign official institutions. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 14 private funds.
The request: Watch Eaton Vance Management (CRD number 104859): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 104859
- SEC file number
- 801-15930
- SEC status
- Approved, effective February 20, 1981
- Main office
- One Post Office Square, Boston, MA 02109
- Phone
- (617) 482-8260
- Regulatory AUM
- $97,020,545,041 in the Form ADV filed August 11, 2026
- Discretionary AUM
- $97,020,545,041
- Accounts
- 3,816
- Employees
- 219, of which 160 give investment advice
- Form of organization
- Business Trust
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 14: 6 securitized asset funds, 5 hedge funds, 3 other private funds
- Gross assets of private funds
- $6,407,880,812
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 11, 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 | 62 | $65.02 billion |
| Pooled investment vehicles | 45 | $11.58 billion |
| Sovereign wealth funds and foreign official institutions | 1 | $6.42 billion |
| State or municipal government entities | 9 | $3.84 billion |
| Insurance companies | 8 | $3.81 billion |
| Pension and profit sharing plans | 18 | $2.66 billion |
| Charitable organizations | 27 | $1.11 billion |
| Corporations or other businesses | 20 | $540.5 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 | $97.02 billion | March 31, 2026 |
| December 1, 2025 | $84.88 billion | June 18, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Putnam Investment Management, LLC | Boston | $117.24 billion | Not listed | adviserinfo.sec.gov |
| Boston Partners | Boston | $116.17 billion | 4 | adviserinfo.sec.gov |
| MFS Institutional Advisors Inc. | Boston | $113.59 billion | 6 | adviserinfo.sec.gov |
| Natixis Advisors, LLC | Boston | $108.65 billion | Not listed | adviserinfo.sec.gov |
| Bracebridge Capital, LLC | Boston | $100.35 billion | 12 | adviserinfo.sec.gov |
| Bain Capital Private Equity, LP | Boston | $96.43 billion | 36 | adviserinfo.sec.gov |
| Numeric Investors LLC | Boston | $94.40 billion | 25 | adviserinfo.sec.gov |
| Wellington Alternative Investments | Boston | $92.17 billion | 128 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Eaton Vance 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.