Calvert Research and Management is an SEC registered investment adviser with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 29, 2026, reports $40.3B in regulatory assets under management, 64 employees, 3 offices, and 1,915 accounts.
Assets Under Management
$40.3B
Employees
64
Offices
3 offices
Total Clients
1,915
Primary office
WASHINGTON, DC
2050 M STREET NW, SUITE 200, WASHINGTON, DC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentMODEL ADVISED CLIENTS represent 97.4% of total clients.
Top client categories% of clientsClients
1
MODEL ADVISED CLIENTS
97.4%
1,865
2
Investment Cos.
2.3%
44
3
Pension Plans
0.2%
3
4
Corporations
0.1%
2
5
Pooled Investment Vehicles
0.1%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40.3Bas of March 29, 2026
Discretionary100.0%
$40.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$40.3B
Total Accounts1,915
10Y AUM Change+$28.2B (+233.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees64
Clients per Employee30:1
10Y Employee Change-90 (-58.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.