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Firm Trust Report

BOSTON MANAGEMENT AND RESEARCH

Reported as registeredReported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

CRD
104853
SEC file number
801-43127
Principal office
ONE POST OFFICE SQUARE
BOSTON, MA, 02109
Current as of
August 3, 2026
Retrieved
August 18, 2026
Source effective date
August 3, 2026

SEC/IARD source release: August 3, 2026 · InvestorTrustHub retrieved: August 18, 2026

Official identifiers

Identifiers come from the cited SEC/IARD firm roster. InvestorTrustHub does not invent missing numbers.

  • CRD

    104853

  • SEC number

    801-43127

Regulatory status

Reported

Reported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

A source reports this value. We have not independently confirmed it beyond the cited record.

Source

Reported

U.S. Securities and Exchange Commission / IARD Form ADV dataset.

Registered Investment Advisers (IARD firm roster)

View official IAPD search (opens official source)

A source reports this value. We have not independently confirmed it beyond the cited record.

Firm / ADV facts

Legal structure

Other (specify)

Website as reported

https://www.linkedin.com/company/eaton-vance/

Regulatory assets under management

$154.7 billion

Exact source amount: $154,728,180,497.00

Regulatory assets under management is a Form ADV regulatory measure and should not be interpreted as investment performance, firm quality, popularity, or an endorsement.

Regulatory disclosures

Firm reported No for Item 11 in this filing.

This is the Form ADV Item 11 checkbox as filed. It is not a disciplinary-event list and not a finding of a clean record.

Clients, compensation, and custody

Figures below are adviser-reported Form ADV items. They are not performance, popularity, or quality scores.

Reported scale

Reported

Employees as reported: 203

Advisory personnel as reported: 144

Clients as reported: 0

As of March 29, 2026

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported compensation methods

Reported
  • Other
  • Percentage of assets under management

Compensation methods are the boxes the adviser checked on Form ADV. This is not a “fee-only” determination.

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported custody

Reported

Client cash: Yes as reported

Client securities: Yes as reported

Related-person cash: No as reported

Related-person securities: No as reported

Custody is reported as filed. It is not a risk score or a quality finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Other business activities (Item 6)

Reported
  • Commodity pool operator / commodity trading advisor

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported related financial businesses

Reported
  • Broker-dealer
  • Commodity pool operator / commodity trading advisor
  • Futures commission merchant
  • Municipal advisor
  • Other
  • Other investment adviser
  • Real estate broker or dealer
  • Security-based swap dealer
  • Trust company

Reported affiliations are types of related financial businesses as filed. They are not a conflict finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Current reported relationships

Names appear only as reported on this firm’s Form ADV. They are not standalone public profiles. Name-only or otherwise unconfirmed rows remain internal and are not shown.

Ownership and control

Schedule A is direct ownership. Schedule B is indirect ownership. An executive/control relationship is not the same as ownership.

  • Reported direct owner

    BUHAIN WINSLOW, LISA

    Individual as reported · Title/status as reported: CHIEF ADMINISTRATIVE OFFICER & VICE PRESIDENT

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Reported direct owner

    DONOVAN, LAURA, T

    Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER & VICE PRESIDENT

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Reported direct owner

    HUNEKE, BENJAMIN, CORDT

    Individual as reported · Title/status as reported: CHIEF EXECUTIVE OFFICER & PRESIDENT

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    BUHAIN WINSLOW, LISA

    Individual as reported · Title/status as reported: CHIEF ADMINISTRATIVE OFFICER & VICE PRESIDENT

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    DONOVAN, LAURA, T

    Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER & VICE PRESIDENT

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    HUNEKE, BENJAMIN, CORDT

    Individual as reported · Title/status as reported: CHIEF EXECUTIVE OFFICER & PRESIDENT

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

Related organizations

  • Related organization reported by the adviser

    ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.

    Organization as reported · CRD 116719

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    CALVERT RESEARCH AND MANAGEMENT

    Organization as reported · CRD 285127

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    EATON VANCE ADVISERS INTERNATIONAL LTD.

    Organization as reported · CRD 283733

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    EATON VANCE DISTRIBUTORS, INC.

    Organization as reported · CRD 37731

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    EATON VANCE MANAGEMENT

    Organization as reported · CRD 104859

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    MESA WEST CAPITAL, LLC

    Organization as reported · CRD 158959

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    MORGAN STANLEY AIP GP LP

    Organization as reported · CRD 117050

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    MORGAN STANLEY DISTRIBUTION, INC.

    Organization as reported · CRD 30344

    Reported in Form ADV dated March 29, 2026 · Registered investment adviser filing

Showing 8 of 20 currently reported related organizations. Additional names remain in the source filing.

Private funds reported by the adviser

Named funds appear only on this adviser profile. InvestorTrustHub does not publish standalone fund pages from this graph.

Item 7.B private-fund count as reported (not a named-fund list) · Item 7.B: Yes as reported · Count 7.B.(1): 22 · Gross assets as reported: 72,190,727,520

  • Private fund reported by the adviser

    BELAIR CAPITAL FUND LLC

    805-9225424063

    Massachusetts, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELBROOK CAPITAL FUND LLC

    805-9581516349

    Delaware, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELCREST CAPITAL FUND LLC

    805-4417777374

    Massachusetts, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELDORE CAPITAL FUND LLC

    805-3286670960

    Delaware, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELGARD CAPITAL FUND LLC

    805-9891985185

    Delaware, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELHURST CAPITAL FUND LLC

    805-1744308386

    Delaware, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELMAR CAPITAL FUND LLC

    805-7806257945

    Delaware, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELNOVA CAPITAL FUND LLC

    805-9694666074

    Delaware, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELPORT CAPITAL FUND LLC

    805-5171656785

    Delaware, United States · Reported in Form ADV dated March 29, 2026

  • Private fund reported by the adviser

    BELROSE CAPITAL FUND LLC

    805-8796102731

    Delaware, United States · Reported in Form ADV dated March 29, 2026

Showing 10 of 22 currently reported named private funds. Additional names remain in the source filing.

Fund service providers

Only current provider rows with sufficient identity quality are shown. Name-only rows remain internal.

  • Marketer reported for a private fund

    BALBOA WEALTH PARTNERS, INC.

    CRD 282329 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    BLUEPOINTE CAPITAL MANAGEMENT, LLC

    CRD 140262 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    CAPTRUST FINANCIAL ADVISORS

    CRD 159662 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    EATON VANCE DISTRIBUTORS, INC.

    CRD 37731 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    HB WEALTH

    CRD 316731 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    HIGHTOWER ADVISORS, LLC

    CRD 145323 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    IEQ CAPITAL, LLC

    CRD 301819 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    J.P. MORGAN SECURITIES LLC

    CRD 79 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    JOHN MOORE & ASSOCIATES INC

    CRD 109791 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    KUKUI TREE CAPITAL MANAGEMENT LLC

    CRD 330374 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    LEO WEALTH, LLC

    CRD 283891 · Reported in Form ADV dated March 29, 2026

  • Marketer reported for a private fund

    MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

    CRD 7691 · Reported in Form ADV dated March 29, 2026

Filing history / historical reported relationships

Historical filings are evidence of what was filed, not a restatement of current facts.

Filings in graph

53

RIA 53 · ERA 0

Latest relational filing

March 29, 2026

Registered investment adviser · Annual Updating Amendment for Registered Adviser

ADV-W filings

0

Shown as historical evidence only

Recent sec form adv filings
  • 2051823 · March 29, 2026 · RIA · Annual Updating Amendment for Registered Adviser · current reported filing
  • 1922868 · January 2, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1910774 · November 15, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1837488 · March 27, 2024 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1813914 · January 16, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1805075 · December 8, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1798656 · November 8, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1790471 · October 2, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1781206 · August 24, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1756650 · May 16, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1733974 · March 31, 2023 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1615481 · March 31, 2022 · RIA · Annual Updating Amendment for Registered Adviser · historical filing

Sources and methodology

Evidence and source details

Material facts on this page are traced to the official SEC/IARD roster. Expand a panel to see source context. Raw 400-column filings are not dumped here.

Source, dataset, and retrieval

Source. U.S. Securities and Exchange Commission / IARD · Registered Investment Advisers (IARD firm roster) · record 104853 · retrieved August 18, 2026

Release: August 3, 2026

Evidence records tied to this firm: 7

Raw source snapshot: present

Source status text (not a consumer endorsement): Approved

What these terms mean

What is an RIA?

A registered investment adviser is a firm whose Form ADV/IARD record reports it as registered with the SEC or, in other contexts, a state. InvestorTrustHub shows what the cited official dataset reports. Registration is a regulatory category, not a quality rating.

What is an Exempt Reporting Adviser?

An Exempt Reporting Adviser files a limited Form ADV report because it qualifies for an exemption from full SEC registration. It is not a registered investment adviser. Exemption from full registration is not a finding of safety, quality, or honesty.

What is a CRD number?

A CRD number is the Central Registration Depository identifier assigned to a firm or individual in the IARD/CRD system. InvestorTrustHub uses the firm CRD as the stable identity key. A CRD is an identifier, not an endorsement.

What is an SEC file number?

An SEC file number (often beginning 801- for registered advisers or 802- for exempt reporting advisers) is an official file identifier in SEC/IARD records. If this source record does not include one, that absence is not proof that no file number exists in another source.

What does “reported as registered” mean?

It means the cited official dataset reports the firm as a registered investment adviser as of the source date. It does not mean InvestorTrustHub or the SEC approved, certified, or recommended the firm.

What does it NOT mean?

Registration does not establish investment quality, performance, honesty, suitability, low risk, fiduciary compliance in every circumstance, or the absence of regulatory problems. Missing research is not a clean record.

What InvestorTrustHub has not researched yet

Absence from this page is not a finding that a record is clean, that no disclosure exists, or that the firm has no associated professionals.

  • Individual professionals associated with this firm
  • FINRA BrokerCheck research
  • Detailed disciplinary history (DRP events)
  • State-specific enforcement records
  • Form ADV Part 2 brochure narrative
  • Standalone public fund or owner profiles
  • Investment performance
  • Portfolio holdings
  • Consumer reviews