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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Calvert Research and Management
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|---|---|
| CRD # | 285127 |
| SEC # | 801-108378 |
| CIK # | 0001717509 |
| AUM | $39.5 B (2025-06-18) |
| Employees | 257 (89% Investors, 15% Brokers) |
| Phone | 800-368-2745 |
| Address | 2050 M Street NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| LF | Calvert Cash Reserves Fund LLC | 2020-08-12 | 670.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 45 | 38.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 1,884 | 0.4 |
| Total | 1,932 | 39.5 |
| By Discretionary | ||
| Discretionary | 1,932 | 39.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,932 | 39.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 39.4 | |
| Total | 1,932 | 39.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001717509] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Causeway Capital Management LLC
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|
CA | 42.7 |
|
Chandler Asset Management Inc
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|
CA | 41.6 |
|
Mondrian Investment Partners Limited
✚
|
41.5 | |
|
Jasper Ridge Partners LP
✚
|
TX | 40.1 |
|
Capital Group Private Client Services Inc
✚
|
CA | 38.3 |
|
Earnest Partners LLC
✚
|
GA | 38.3 |
|
Jarislowsky Fraser Limited
✚
|
38.2 | |
|
Silchester International Investors LLP
✚
|
38.0 | |
|
Canso Investment Counsel Ltd
✚
|
37.8 | |
|
Beutel Goodman & Company Ltd
✚
|
36.3 |