CALVERT INVESTMENT COUNSEL, LLC
Legal name: CALVERT INVESTMENT COUNSEL
CRD #135656 SEC #801-64324 HUNT VALLEY, MD 410-435-3270
SEC Registered
Total AUM
$123M
Discretionary
$101M
Employees
4
Clients
26
Accounts
205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $123M | $101M | $22M | 4 | 0 |
| Mar 2017 | $115.1M | $95.8M | $19.3M | 4 | 100 |
| Mar 2016 | $106.6M | $88.5M | $18.2M | 3 | 100 |
| Mar 2015 | $114M | $90.7M | $23.4M | 3 | 100 |
| Jun 2014 | $125.5M | $102.2M | $23.3M | 3 | 100 |
| May 2014 | $125.5M | $102.2M | $23.3M | 3 | 100 |
| Mar 2014 | $312.5M | $278.3M | $34.2M | 5 | 300 |
| Mar 2013 | $326M | $287.6M | $38.4M | 6 | 300 |
| Mar 2012 | $291.5M | $253.4M | $38.1M | 6 | 300 |
| Jul 2011 | $269.9M | $240M | $29.9M | 10 | -- |
| Mar 2011 | $269.9M | $240M | $29.9M | 10 | -- |
| Apr 2009 | $170.2M | $158.3M | $11.9M | 10 | -- |
| Mar 2009 | $162.8M | $158.3M | $4.5M | 10 | -- |
| Mar 2008 | $274.3M | $245.1M | $29.2M | 10 | -- |
| Dec 2007 | $246.9M | $215.2M | $31.7M | 10 | -- |
| Nov 2007 | $246.9M | $215.2M | $31.7M | 10 | -- |
| Mar 2007 | $246.9M | $215.2M | $31.7M | 10 | -- |
| Mar 2006 | $213.1M | $184.5M | $28.6M | 10 | -- |
| Jan 2006 | $180.5M | $173.8M | $6.7M | 10 | -- |
| May 2005 | $180.5M | $173.8M | $6.7M | 10 | -- |
DateMar 2018
Total AUM$123M
Discretionary$101M
Non-Disc.$22M
Employees4
Clients0
DateMar 2017
Total AUM$115.1M
Discretionary$95.8M
Non-Disc.$19.3M
Employees4
Clients100
DateMar 2016
Total AUM$106.6M
Discretionary$88.5M
Non-Disc.$18.2M
Employees3
Clients100
DateMar 2015
Total AUM$114M
Discretionary$90.7M
Non-Disc.$23.4M
Employees3
Clients100
DateJun 2014
Total AUM$125.5M
Discretionary$102.2M
Non-Disc.$23.3M
Employees3
Clients100
DateMay 2014
Total AUM$125.5M
Discretionary$102.2M
Non-Disc.$23.3M
Employees3
Clients100
DateMar 2014
Total AUM$312.5M
Discretionary$278.3M
Non-Disc.$34.2M
Employees5
Clients300
DateMar 2013
Total AUM$326M
Discretionary$287.6M
Non-Disc.$38.4M
Employees6
Clients300
DateMar 2012
Total AUM$291.5M
Discretionary$253.4M
Non-Disc.$38.1M
Employees6
Clients300
DateJul 2011
Total AUM$269.9M
Discretionary$240M
Non-Disc.$29.9M
Employees10
Clients--
DateMar 2011
Total AUM$269.9M
Discretionary$240M
Non-Disc.$29.9M
Employees10
Clients--
DateApr 2009
Total AUM$170.2M
Discretionary$158.3M
Non-Disc.$11.9M
Employees10
Clients--
DateMar 2009
Total AUM$162.8M
Discretionary$158.3M
Non-Disc.$4.5M
Employees10
Clients--
DateMar 2008
Total AUM$274.3M
Discretionary$245.1M
Non-Disc.$29.2M
Employees10
Clients--
DateDec 2007
Total AUM$246.9M
Discretionary$215.2M
Non-Disc.$31.7M
Employees10
Clients--
DateNov 2007
Total AUM$246.9M
Discretionary$215.2M
Non-Disc.$31.7M
Employees10
Clients--
DateMar 2007
Total AUM$246.9M
Discretionary$215.2M
Non-Disc.$31.7M
Employees10
Clients--
DateMar 2006
Total AUM$213.1M
Discretionary$184.5M
Non-Disc.$28.6M
Employees10
Clients--
DateJan 2006
Total AUM$180.5M
Discretionary$173.8M
Non-Disc.$6.7M
Employees10
Clients--
DateMay 2005
Total AUM$180.5M
Discretionary$173.8M
Non-Disc.$6.7M
Employees10
Clients--