firm profile
Eaton Vance Management
Overview
Eaton Vance Management is an SEC registered investment adviser based in Boston, MA, registered since 1956. It reports $97B in assets under management across 3,816 accounts, with 219 employees. It has 106 investment adviser representatives.
- Reported AUM
- $97B
- Discretionary
- 100%
- Accounts
- 3,816
- Average account
- $25.4M
- Employees
- 219
- Advisory reps
- 106
- Registered since
- 1956
- Jurisdictions
- 53
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 3
- Benjamin Cordt Huneke Chief Executive Officer, President CRD 2796985
- Laura T Donovan Chief Compliance Officer, Vice President CRD 4609118
- Lisa Buhain Winslow Chief Administrative Officer CRD 4507020
Advisory reps 3 of 106
- James Robb Allen Registered Rep · Investment Adviser Rep CRD 4345251
- Anthony Joseph Antonetti Jr. Registered Rep · Investment Adviser Rep CRD 6779788
- Michael F Barnes Registered Rep · Investment Adviser Rep CRD 5954585
103 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1 Post Office Sq
Boston, MA 02109 - County
- Suffolk
- Metro area
- Boston-Cambridge-Newton, MA-NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: eatonvance.com
Every state, with registration dates
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