Calvert Research And Management is a large advisory firm based in Washington. It manages $15.36 billion of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of District of Columbia, Maryland, and Massachusetts.
Calvert Research And Management provides portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, and model portfolios; environmental, social, & governance; screening agent services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Calvert Research And Management is $15.36 billion. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Calvert Research And Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, and corporations or other businesses. The largest group of clients of Calvert Research And Management is investment companies with 39 clients and $15.19 billion of assets under management. Among the 12 most similar advisory firms, Calvert Research And Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $15.36 billion for 250 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Calvert Research And Management doesn't advise any private funds.
The company employs 269 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Calvert Research And Management performs its advisory services is located at 1825 Connecticut Avenue Nw, Washington, DC 20009, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-368-2745 or by fax 202-238-2299. The normal business hours are 8:45 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at calvert.com and its LinkedIn profile.