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⚲
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| Calvert Research and Management
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| |
|---|---|
| CRD # | 285127 |
| SEC # | 801-108378 |
| CIK # | 0001717509 |
| AUM | $38.4 BB (2024-03-28) |
| Employees | 256 (96% Investors, 2% Brokers) |
| Phone | 800-368-2745 |
| Address | 2050 M Street NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
|---|---|---|---|
| MSFT | 1.9 | 0.1 | |
| AAPL | 2.4 | 0.0 | |
| NVDA | 0.4 | 0.0 | |
| AMZN | 1.1 | 0.0 | |
| GOOGL | 1.5 | 0.0 | |
| META | 0.4 | 0.0 | |
| JPM | 0.3 | 0.0 | |
| GOOG | 1.5 | 0.0 | |
| V | 0.4 | 0.0 | |
| LLY | 0.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($TT) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| LF | Calvert Cash Reserves Fund LLC | 2020-08-12 | 670.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 43 | 33.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 955 | 0.2 |
| Total | 1,005 | 33.6 |
| By Discretionary | ||
| Discretionary | 50 | 33.4 |
| Non-Discretionary | 955 | 0.2 |
| Total | 1,005 | 33.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 33.4 | |
| Total | 1,005 | 33.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001717509] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 41.2 |
|
Causeway Capital Management LLC
✚
|
CA | 40.6 |
|
Envestnet Portfolio Solutions Inc
✚
|
IL | 40.5 |
|
Beutel Goodman & Company Ltd
✚
|
35.9 | |
|
Chandler Asset Management Inc
✚
|
CA | 35.8 |
|
Edgewood Management LLC
✚
|
CT | 35.7 |
|
Jasper Ridge Partners LP
✚
|
TX | 35.3 |
|
Earnest Partners LLC
✚
|
GA | 35.3 |
|
Stancorp Investment Advisers Inc
✚
|
OR | 34.4 |
|
Jarislowsky Fraser Limited
✚
|
34.2 |