RIA Intel›Advisers›District of Columbia›CALVERT RESEARCH AND MANAGEMENT

CALVERT RESEARCH AND MANAGEMENT

Institutional

N·WASHINGTON, DC

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM
$40.3B
1-Year AUM Growth
+2.9%
3-Year CAGR
-0.7%
Employees
57
Assets Under Management
Total AUM$40.3B
Discretionary AUM$40.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,932
Team
Total Employees57
Investment Advisers64
Employee Growth (1Y)+12.3%
Filing History
Total Filings on Record35
First FilingSep 1, 2016
Latest FilingJul 31, 2026
🔒 Full AUM trend chart and 35 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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