RIA Intel›Advisers›Massachusetts›EATON VANCE MANAGEMENT

EATON VANCE MANAGEMENT

Institutional

N·BOSTON, MA

Data as of May 28, 2026 · Source: SEC Form ADV

Total AUM

$97.0B

1-Year AUM Growth

+34.6%

3-Year CAGR

-0.6%

Employees

160

Assets Under Management

Total AUM$97.0B

Discretionary AUM$97.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4,053

Team

Total Employees160

Investment Advisers219

Employee Growth (1Y)+18.1%

Filing History

Total Filings on Record96

First FilingJan 23, 2001

Latest FilingMay 28, 2026

🔒 Full AUM trend chart and 96 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EATON VANCE MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.