SourcingSourcing

EATON VANCE MANAGEMENT

C39
CRD 104859·SEC 801-15930·BOSTON, MA
AUM
$97.02B
$1B+
Est. Revenue
$970.2M
@ 1% on AUM
Est. EBITDA
$291.1M
@ 30% margin
Est. Deal Value
$2.33B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EATON VANCE MANAGEMENT
CRD
104859
SEC file #
801-15930
EIN
883738658
DBA names
Eaton Vance Management

Economics

AUM
$97.02B
AUM band
$1B+
AUM trajectory
'20'26
$102.96B → $97.02B▼ -6%
Client mix
Other3,636
Investment Companies62
Pooled Investment Vehicles45
Charitable Organizations27
Corporations20

Operations

Employees (total)
219
Advisory staff (per ADV)
160
Advisory staff (5-yr trend)
'20'26
232 advisors → 160 advisors▼ -31%
Primary office
BOSTON MA
Branches
Count8

Custodian & Brokerage

Primary custodian
Morgan Stanleymedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
youtube.com/channel/ucep59ez4govcblowe-cb0jq

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORGAN STANLEY CAPITAL
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MORGAN STANLEY CAPITAL
DONOVAN, LAURA, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
1,098,785
Form 5500 Compensation Trajectory 3y
20251,098,785
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
1,098,785
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001949939
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2022-10-13
Edgar Last Filing Date
2026-03-23
Edgar Form D Count
6
Edgar Form D Offerings
2026-03-232026-03-23 · 0000945621-26-000472
2025-10-032025-10-03 · 0000945621-25-000908
Edgar Former Names
Diversified Core Equity Fund LLC: U.S. All-Cap

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4943
Soi Zip Pct 200k Plus
0.2586
Soi Zip Returns 200k Plus
680
Soi Zip Total AGI
1,189,216
Census Median Hh Income
162,179
Census High Income Households
687
Census Median Age
35.4
Census Pop 65 66 Total
47
Census Total Households
1993
Census NAICS 523930 Count
13

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Census Bachelors Plus Count
1,333
Census Median Home Value
1,010,200
Census NAICS 523930 Employees
0
Census Unemployed Count
40
Census Zip
02109
Custodian Candidates
Window
Morgan Stanley6
Full
Morgan Stanley59
State Street24
Bny Mellon14
U.s. Bank7
Wells Fargo4
Edgar Addresses
Mailing
ONE POST OFFICE SQUAREBOSTON, MA 02109
Business
ONE POST OFFICE SQUAREBOSTON, MA 02109
Edgar EIN
883738658
Edgar Recent Filings
D/A2026-03-23 · 0000945621-26-000472
D/A2025-10-03 · 0000945621-25-000908
Fee Schedule
Bracket Vii50
Bracket Iii21
Bracket Vi12
Bracket I6
Bracket Xi4
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,891
Returns330
Stub 2
AGI10,707
Returns280
Stub 3
AGI22,947
Returns370
Soi Zip Total Business Income
23,181
Soi Zip Total Cap Gains
225,340
Soi Zip Total Dividends
194,226
Soi Zip Total Returns
2,630
Trust Company Affiliate
Yes

People (53)

53
DONOVAN, LAURA, T
Direct Owner · 7.5%
4609118
BUHAIN WINSLOW, LISA
Executive Officer · 2.5%
4507020
HUNEKE, BENJAMIN, CORDT
Executive Officer · 2.5%
2796985
SCOTT WILLIAM, RUFUS FIRTH
IAR
4139174
JOHN MATTHEW RING
IAR
5513516
John Peter Moriarty
IAR
6419902
Timothy M Kahl
IAR
6393159
Griffin M Vazza
IAR
7481823
STEVEN WILLIAM HECK
IAR
2409297
Andrew Jeffory Wiginton
IAR
4071179
DAVID QUINN WHITE
IAR
2973472
KATHERINE P POWERS
IAR
7554735
MATTHEW PAUL MORIN
IAR
4559311
Jordan Knight Zlogar
IAR
7112781
Scott Alan Stanley
IAR
2772772
William T Harden
IAR
2409776
Sarah Elisabeth Pereira
IAR
6563433
Evan J McParland
IAR
7547113
KATHRYN ELAINE GRIFFIN
IAR
6432144
Matthew J Zucco
IAR
7050945
Lauren K Stahl
IAR
7387823
BRIAN MATTHEW DUNKLEY
IAR
2296111
JOHN J SANTORO
IAR
4476926
DAVID MICHAEL RICHMAN
IAR
1024804
RICHARD ANDREW KELLY
IAR
4730241
JOHN THOMAS LOY
IAR
4842502
RYAN LANDERS
IAR
4695981
SHEILA ANN DECAPRIO
IAR
5846495
JOHN ANDREW CULLEN
IAR
5224778
DANIEL JOHN MCCARTHY
IAR
2890283
CHRISTOPHER SHERMAN MITCHELL
IAR
5464126
IVAN ANTONIO HUERTA
IAR
4904898
IAN PATRICK MCGINN
IAR
4685920
ERIN ELIZABETH KACE
IAR
5051906
NICOLE Q HANNON
IAR
7215935
ALEXANDER NICHOLAS MACROKANIS
IAR
5672706
ALEXANDER ALBERT HOVSEPIAN
IAR
6345497
LIRA B LYNCH
IAR
5978503
CARLOS IGNACIO DEL VALLE-ORTIZ
IAR
5953783
DAVID ANDREW MICHAUD
IAR
2730645
Kristen Marie Grant
IAR
6591159
DONALD D LYNCH
IAR
7600830
Anthony Joseph Antonetti
IAR
6779788
Kayla Theresa Knoesel
IAR
7329873
BRIAN THOMPSON BLAIR
IAR
4110572
Ilea G Decker
IAR
6968283
ANDREW DAVID LEBOWITZ
IAR
6206105
PATRICK JUSTIN COSGROVE
IAR
1831078
STEVEN JOSEPH PIETRICOLA
IAR
4991120
GREGORY BRUCE CHALAS
IAR
5772058
ROBERT RYAN CURTIS
IAR
3187473
JAMES ROBB ALLEN
IAR
4345251
REED Aaron LERNER
IAR
6337096