Clients
Eaton Vance Advisers International serves 42 clients, 18 of them investment companies. The average client has about $846 million with the firm.
- Investment companies18 clients67%
- Pooled investment vehicles7 clients4%
- Pension and profit-sharing plans7 clients5%
- Charitable organizations1 clients3%
- Insurance companies4 clients3%
- OtherSovereign wealth funds and foreign official institutions, State or municipal government entities, Other19%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 18 | $23,705,876,670 | 66.7% | $1.32B |
| Pooled investment vehicles | 7 | $1,475,852,561 | 4.2% | $210.8M |
| Pension and profit-sharing plans | 7 | $1,641,603,203 | 4.6% | $234.5M |
| Charitable organizations | 1 | $1,018,470,553 | 2.9% | $1.02B |
| State or municipal government entities | 1 | $86,602,547 | 0.2% | $86.6M |
| Insurance companies | 4 | $915,059,536 | 2.6% | $228.8M |
| Sovereign wealth funds and foreign official institutions | 1 | $6,423,422,577 | 18.1% | $6.42B |
| Other | 3 | $248,224,453 | 0.7% | $82.7M |
| Total | 42 | $35,515,112,100 | 100% | $845.6M |
- Clients
- 18
- Regulatory AUM
- $23,705,876,670
- Share
- 66.7%
- Avg. per client
- $1.32B
- Clients
- 7
- Regulatory AUM
- $1,475,852,561
- Share
- 4.2%
- Avg. per client
- $210.8M
- Clients
- 7
- Regulatory AUM
- $1,641,603,203
- Share
- 4.6%
- Avg. per client
- $234.5M
- Clients
- 1
- Regulatory AUM
- $1,018,470,553
- Share
- 2.9%
- Avg. per client
- $1.02B
- Clients
- 1
- Regulatory AUM
- $86,602,547
- Share
- 0.2%
- Avg. per client
- $86.6M
- Clients
- 4
- Regulatory AUM
- $915,059,536
- Share
- 2.6%
- Avg. per client
- $228.8M
- Clients
- 1
- Regulatory AUM
- $6,423,422,577
- Share
- 18.1%
- Avg. per client
- $6.42B
- Clients
- 3
- Regulatory AUM
- $248,224,453
- Share
- 0.7%
- Avg. per client
- $82.7M
Total
- Clients
- 42
- Regulatory AUM
- $35,515,112,100
- Share
- 100%
- Avg. per client
- $845.6M
What it does
Eaton Vance Advisers International provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Eaton Vance Advisers International advises no private funds.
100.0% of assets ($35.52B across 42 accounts) are managed with discretion. 19% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds97%
- Investment grade corporate bonds89%
- Sovereign bonds8%
- Cash3%
Custodians
Eaton Vance Advisers International’s client accounts are held mainly at Bank of New York Mellon, with 21% of managed assets, and State Street Bank & Trust, with 5%. Eaton Vance Advisers International does not have custody of client assets.
- Bank of New York MellonBank of New York Mellon · New York, NY · $7.63B21%
- State Street Bank & TrustState Street Bank & Trust Company · Boston, MA · $1.79B5%
- All other custodians$26.09B73%
Ownership and leadership
Morgan Stanley International Holdings Inc. owns 75% or more of Eaton Vance Advisers International.
- Owns 75% or more of Eaton Vance Advisers International LTD.
Morgan Stanley International Holdings Inc.
Control person · since March 2021
- Owns 75% or more of Morgan Stanley International Holdings Inc.
Morgan Stanley
Control person · since March 2021
Leadership
- Marina Brighouse-ThorpeChief Compliance Officer
- Paul d'ArcyDirector
- Zoe ParishDirector
Staff
- 68 employees
- 60 in advisory functions
- 1 broker-dealer rep
- 1 soliciting firm
Fees
Eaton Vance Advisers International is paid through a percentage of assets under management.
Eaton Vance Advisers International’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Eaton Vance Advisers International has 3 offices, with 2 listed addresses in 1 state.
Massachusetts · 1 listed address
- One Post Office Square, Boston
Choose a state to see its listed addresses.
Registration details
- Legal name
- Eaton Vance Advisers International LTD.
- Headquarters
- 125 Old Broad Street, London, United Kingdom EC2N 1AR
- Phone
- 4402032071900
- Website
- Not reported
- SEC file
- 801-111772
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Eaton Vance Advisers International have?
Eaton Vance Advisers International has 42 clients and manages $35.5 billion for them, as of June 2026. They include 18 investment companies, 7 pooled investment vehicles and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Eaton Vance Advisers International offer?
Eaton Vance Advisers International provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Eaton Vance Advisers International use?
Eaton Vance Advisers International’s separately managed account assets are held at Bank of New York Mellon (New York, NY), with $7,633,589,344 and State Street Bank & Trust Company (Boston, MA), with $1,794,986,597. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Eaton Vance Advisers International have?
Eaton Vance Advisers International has 0 investment adviser representatives registered with state securities authorities, out of 68 employees, and 60 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eaton Vance Advisers International invest in?
At the end of its last fiscal year, Eaton Vance Advisers International’s separately managed accounts held 89% investment grade corporate bonds, 8% sovereign bonds and 3% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eaton Vance Advisers International?
Eaton Vance Advisers International is owned through a holding company by Morgan Stanley. Its direct owner is Morgan Stanley International Holdings Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Eaton Vance Advisers International get paid?
Eaton Vance Advisers International is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file