|
⚲
|
| Keyboard |
| Calvert Research and Management
✚
|
|
|---|---|
| CRD # | 285127 |
| SEC # | 801-108378 |
| CIK # | 0001717509 |
| AUM | 40.26 B (2026-03-29) |
| Employees | 64 (89% Investors, 6% Brokers) |
| Phone | 800-368-2745 |
| Address | 2050 M Street NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| LF | Calvert Cash Reserves Fund LLC | 2020-08-12 | 670.9 M |
| AUM Breakdown | Accounts | AUM ($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 | 44 | 39.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.5 |
| (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 | 1,865 | 0.4 |
| Total | 1,915 | 40.3 |
| By Discretionary | ||
| Discretionary | 1,915 | 40.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,915 | 40.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 40.0 | |
| Total | 1,915 | 40.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001717509] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| LEI | 549300GOOVVJOXZULX66 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jasper Ridge Partners LP
✚
|
TX | 42.95 B |
|
Capital Group Private Client Services Inc
✚
|
CA | 42.71 B |
|
Earnest Partners LLC
✚
|
GA | 42.61 B |
|
TRowe Price Hong Kong Limited
✚
|
42.34 B | |
|
Brandes Investment Partners LP
✚
|
CA | 40.65 B |
|
BMO Private Investment Counsel Inc
✚
|
40.18 B | |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 39.36 B |
|
Wealthspire Retirement LLC
✚
|
CA | 38.61 B |
|
Silchester International Investors LLP
✚
|
38.57 B | |
|
Voya Retirement Advisors LLC
✚
|
CT | 37.47 B |