CALVERT RESEARCH AND MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $40.26B |
| Discretionary | $40.26B100% of AUM |
| Client Accounts | 1,915 |
| Avg Account Size | $21.0M |
| Employees | 64 |
| Peak AUM | $40.40BMar 2022 |
AUM by Client Type
Total AUM
$40.3B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $40.3B | +1.8% | +6.2% | +7.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $40.26B |
| Discretionary | $40.26B |
| Employees | 64 |
| Client Accounts | 1915 |
| Client Range | 0 |
Contact & Location
Address
2050 M STREET NW
WASHINGTON DC 20036
Phone
800-368-2745
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$40.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2021
•Investment adviser bar/suspension
Related Entities (Item 7)
Broker-DealerInvestment AdviserRegistered RepFutures Commission MerchantBanking InstitutionTrust CompanyLaw Firm