{"url":"https://nivawealth.com/firms/eaton-vance-advisers-international-283733","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283733","regulatoryAum":35515112100,"crd":"283733","secFileNumber":"801-111772","legalName":"Eaton Vance Advisers International LTD.","displayName":"Eaton Vance Advisers International","website":null,"founded":null,"organization":"other (specify) organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"125 Old Broad Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC2N 1AR"},"tradeNames":[],"registration":{"secApproved":"28 September 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":68,"advisory":60,"brokerDealerReps":1,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":35515112100,"discretionaryAccounts":42,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":19,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":18,"regulatoryAum":23705876670},{"label":"Pooled investment vehicles","clients":7,"regulatoryAum":1475852561},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":1641603203},{"label":"Charitable organizations","clients":1,"regulatoryAum":1018470553},{"label":"State or municipal government entities","clients":1,"regulatoryAum":86602547},{"label":"Insurance companies","clients":4,"regulatoryAum":915059536},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":6423422577},{"label":"Other","clients":3,"regulatoryAum":248224453}],"fees":[],"feeNotes":[],"custodians":[{"name":"Bank of New York Mellon","shortName":"Bank of New York Mellon","location":"New York, NY","smaAssets":7633589344},{"name":"State Street Bank & Trust Company","shortName":"State Street Bank & Trust","location":"Boston, MA","smaAssets":1794986597}],"custodyNote":"Eaton Vance Advisers International does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Marina Brighouse-Thorpe","title":"Chief Compliance Officer","crd":"7530382"},{"name":"Paul d'Arcy","title":"Director","crd":"7893459"},{"name":"Zoe Parish","title":"Director","crd":"7720195"}],"ownership":[{"label":"Morgan Stanley International Holdings Inc.","detail":"Direct owner of eaton vance international ltd in the 75% or more ownership band and a control person, since March 2021."},{"label":"Morgan Stanley","detail":"Indirect owner: a holds 100% of morgan stanley international holdings inc. of Morgan Stanley International Holdings Inc. in the 75% or more band and a control person, since March 2021.","parent":"Morgan Stanley International Holdings Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"One Post Office Square","city":"Boston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402032071900","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Sovereign bonds","percent":8},{"label":"Investment grade corporate bonds","percent":89},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"11 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283733/PDF/283733.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Eaton Vance Advisers International have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eaton Vance Advisers International offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Eaton Vance Advisers International use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eaton Vance Advisers International have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eaton Vance Advisers International invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Eaton Vance Advisers International?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eaton Vance Advisers International get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}