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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Eaton Vance Wateroak Advisors
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|---|---|
| CRD # | 132047 |
| SEC # | 801-63334 |
| CIK # | |
| AUM | |
| Employees | 67 (40% Investors, 0% Brokers) |
| Phone | 617-482-8260 |
| Address | Two International Place Boston, MA 02110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,073 | 2.6 |
| (b) Individuals (high net worth individuals) | 412 | 10.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.1 |
| (h) Charitable organizations | 62 | 0.8 |
| (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 | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,607 | 14.6 |
| By Discretionary | ||
| Discretionary | 5,309 | 13.7 |
| Non-Discretionary | 298 | 0.9 |
| Total | 5,607 | 14.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.6 | |
| Total | 5,607 | 14.6 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Boston Management and Research
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|
MA | 128.1 |
|
Eaton Vance Management
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|
MA | 84.9 |
|
Eaton Vance Wateroak Advisors
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|
MA | 0.0 |