Clients
Eaton Vance Management serves 3,826 clients, 3,636 of them other clients. The average client has about $25 million with the firm.
- Investment companies62 clients67%
- Pooled investment vehicles45 clients12%
- Pension and profit-sharing plans18 clients3%
- State or municipal government entities9 clients4%
- Insurance companies8 clients4%
- OtherSovereign wealth funds and foreign official institutions, Other, Charitable organizations, Corporations and other businesses10%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 62 | $65,017,485,056 | 67.0% | $1.05B |
| Pooled investment vehicles | 45 | $11,575,245,318 | 11.9% | $257.2M |
| Pension and profit-sharing plans | 18 | $2,663,676,668 | 2.7% | $148.0M |
| Charitable organizations | 27 | $1,111,042,349 | 1.1% | $41.1M |
| State or municipal government entities | 9 | $3,837,782,908 | 4.0% | $426.4M |
| Insurance companies | 8 | $3,813,171,087 | 3.9% | $476.6M |
| Sovereign wealth funds and foreign official institutions | 1 | $6,423,422,578 | 6.6% | $6.42B |
| Corporations and other businesses | 20 | $540,452,320 | 0.6% | $27.0M |
| Other | 3,636 | $2,038,266,757 | 2.1% | $561K |
| Total | 3,826 | $97,020,545,041 | 100% | $25.4M |
- Clients
- 62
- Regulatory AUM
- $65,017,485,056
- Share
- 67.0%
- Avg. per client
- $1.05B
- Clients
- 45
- Regulatory AUM
- $11,575,245,318
- Share
- 11.9%
- Avg. per client
- $257.2M
- Clients
- 18
- Regulatory AUM
- $2,663,676,668
- Share
- 2.7%
- Avg. per client
- $148.0M
- Clients
- 27
- Regulatory AUM
- $1,111,042,349
- Share
- 1.1%
- Avg. per client
- $41.1M
- Clients
- 9
- Regulatory AUM
- $3,837,782,908
- Share
- 4.0%
- Avg. per client
- $426.4M
- Clients
- 8
- Regulatory AUM
- $3,813,171,087
- Share
- 3.9%
- Avg. per client
- $476.6M
- Clients
- 1
- Regulatory AUM
- $6,423,422,578
- Share
- 6.6%
- Avg. per client
- $6.42B
- Clients
- 20
- Regulatory AUM
- $540,452,320
- Share
- 0.6%
- Avg. per client
- $27.0M
- Clients
- 3,636
- Regulatory AUM
- $2,038,266,757
- Share
- 2.1%
- Avg. per client
- $561K
Total
- Clients
- 3,826
- Regulatory AUM
- $97,020,545,041
- Share
- 100%
- Avg. per client
- $25.4M
What it does
Eaton Vance Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, performance-based fees and other arrangements.
Eaton Vance Management provided financial planning to 0 clients last fiscal year and advises 14 private funds.
100.0% of assets ($97.02B across 3,816 accounts) are managed with discretion. $778.0M sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 15 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks6%
- Funds2%
- Bonds85%
- High-yield corporate bonds50%
- U.S. government and agency bonds21%
- Investment grade corporate bonds12%
- State and local bonds2%
- Cash4%
- Other3%
- Asset backed securities, collateralized loan obligations (clos), collateralized mortgages, commercial mortgage backed securities (cmbs), loan participations3%
Custodians
Eaton Vance Management’s client accounts are held mainly at Bank of New York Mellon, with 8% of managed assets, and State Street Bank & Trust, with 7%. Eaton Vance Management has custody of $5.33B for 8 clients.
- Bank of New York MellonBank of New York Mellon · New York, NY · $7.63B8%
- State Street Bank & TrustState Street Bank & Trust · Boston, MA · $6.76B7%
- All other custodians$82.62B85%
Ownership and leadership
Morgan Stanley Capital Management, LLC owns 75% or more of Eaton Vance Management, and Benjamin Huneke is its CEO.
- Owns 75% or more of Eaton Vance Management
Morgan Stanley Capital Management, LLC
Control person · since August 2023
- Owns 75% or more of Morgan Stanley Capital Management, LLC
Morgan Stanley
Control person · since October 2002
Leadership
- Benjamin HunekeChief Executive Officer & President
- Laura DonovanChief Compliance Officer & Vice President
- Lisa Buhain WinslowChief Administrative Officer
Staff
- 219 employees
- 160 in advisory functions
- 1 state-registered rep
- 15 broker-dealer reps
- 2 soliciting firms
Fees
Eaton Vance Management is paid through a percentage of assets under management, performance-based fees and other.
Eaton Vance Management’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 Management has 4 offices, with 4 listed addresses across 3 states.
New York · 2 listed addresses
- 100 Park Avenue, New York
- 1585 Broadway, New York
District of Columbia · 1 listed address
- 2050 M Street NW, Washington DC
Massachusetts · 1 listed address
- One Post Office Square, BostonHQ
Registration details
- Legal name
- Eaton Vance Management
- Headquarters
- One Post Office Square, Boston, MA 02109
- Phone
- 617-482-8260
- Website
- www.eatonvance.com
- SEC file
- 801-15930
- Structure
- Massachusetts other (specify)
- 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 Management have?
Eaton Vance Management has 3,826 clients and manages $97 billion for them, as of August 2026. They include 3,636 other clients, 62 investment companies and 45 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Eaton Vance Management offer?
Eaton Vance Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Eaton Vance Management use?
Eaton Vance Management’s separately managed account assets are held at Bank of New York Mellon (New York, NY), with $7,633,600,017 and State Street Bank & Trust (Boston, MA), with $6,763,375,675. 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 August 2026
How many financial advisors does Eaton Vance Management have?
Eaton Vance Management has 1 investment adviser representatives registered with state securities authorities, out of 219 employees, and 160 perform investment advisory functions. 15 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 Management invest in?
At the end of its last fiscal year, Eaton Vance Management’s separately managed accounts held 50% high-yield corporate bonds, 21% U.S. government and agency bonds, 12% investment grade corporate bonds, 6% exchange-traded equities, 4% cash and equivalents, 3% asset backed securities, collateralized loan obligations (clos), collateralized mortgages, commercial mortgage backed securities (cmbs), loan participations, 2% state and local bonds and 2% registered funds (mutual funds, ETFs, BDCs). It advises 14 private funds.
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 Management?
Eaton Vance Management is owned through a holding company by Morgan Stanley. Its direct owner is Morgan Stanley Capital Management, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Eaton Vance Management get paid?
Eaton Vance Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file