CALVERT RESEARCH AND MANAGEMENT
CRD #285127 SEC #801-108378 WASHINGTON, DC 800-368-2745
SEC Registered
Total AUM
$39.5B
Discretionary
$39.5B
Employees
257
Clients
0
Accounts
1,932
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $39.5B | $39.5B | $0 | 257 | 3 |
| Jun 2025 | $39.5B | $39.5B | $0 | 257 | 3 |
| Mar 2025 | $39.5B | $39.5B | $0 | 257 | 3 |
| Jan 2025 | $38.4B | $38.2B | $269.8M | 210 | 9 |
| Mar 2024 | $38.4B | $38.2B | $269.8M | 210 | 9 |
| Jan 2024 | $33.6B | $33.4B | $236M | 256 | 0 |
| Dec 2023 | $33.6B | $33.4B | $236M | 256 | 0 |
| Aug 2023 | $33.6B | $33.4B | $236M | 256 | 0 |
| Jun 2023 | $33.6B | $33.4B | $236M | 256 | 0 |
| Apr 2023 | $33.6B | $33.4B | $236M | 256 | 0 |
| Mar 2023 | $33.6B | $33.4B | $236M | 256 | 0 |
| Nov 2022 | $40.4B | $40.3B | $54.2M | 296 | 0 |
| Oct 2022 | $40.4B | $40.3B | $54.2M | 296 | 0 |
| Mar 2022 | $40.4B | $40.3B | $54.2M | 296 | 0 |
| Jul 2021 | $27.7B | $27.7B | $24.6M | 271 | 0 |
| May 2021 | $27.7B | $27.7B | $24.6M | 271 | 0 |
| Apr 2021 | $27.7B | $27.7B | $24.6M | 271 | 0 |
| Apr 2021 | $27.7B | $27.7B | $24.6M | 271 | 0 |
| Mar 2021 | $27.7B | $27.7B | $24.6M | 271 | 0 |
| Mar 2021 | $27.7B | $27.7B | $24.6M | 271 | 0 |
| Jan 2021 | $27.7B | $27.7B | $24.6M | 271 | 0 |
| Nov 2020 | $21.4B | $21.3B | $57.8M | 271 | 0 |
| Oct 2020 | $21.4B | $21.3B | $57.8M | 271 | 0 |
| Aug 2020 | $21.4B | $21.3B | $57.8M | 271 | 0 |
| Jun 2020 | $21.4B | $21.3B | $57.8M | 271 | 0 |
| Jun 2020 | $21.4B | $21.3B | $57.8M | 271 | 0 |
| Apr 2020 | $21.4B | $21.3B | $57.8M | 271 | 0 |
| Jan 2020 | $21.4B | $21.3B | $57.8M | 271 | 0 |
| Jul 2019 | $15.4B | $15.3B | $63.6M | 269 | 0 |
| Jan 2019 | $15.4B | $15.3B | $63.6M | 367 | 0 |
| Jul 2018 | $14.8B | $14.7B | $43.1M | 371 | 0 |
| Jun 2018 | $14.8B | $14.7B | $43.1M | 19 | 0 |
| Feb 2018 | $14.8B | $14.7B | $43.1M | 19 | 0 |
| Aug 2017 | $12.1B | $12.1B | $0 | 154 | 26 |
| Dec 2016 | $12.1B | $12.1B | $0 | 154 | 26 |
| Sep 2016 | $0 | $0 | $0 | 0 | 0 |
| Sep 2016 | $0 | $0 | $0 | 0 | 0 |
| Sep 2016 | $0 | $0 | $0 | 0 | 0 |
| Sep 2016 | $0 | $0 | $0 | 0 | 0 |
DateOct 2025
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees257
Clients3
DateJun 2025
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees257
Clients3
DateMar 2025
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees257
Clients3
DateJan 2025
Total AUM$38.4B
Discretionary$38.2B
Non-Disc.$269.8M
Employees210
Clients9
DateMar 2024
Total AUM$38.4B
Discretionary$38.2B
Non-Disc.$269.8M
Employees210
Clients9
DateJan 2024
Total AUM$33.6B
Discretionary$33.4B
Non-Disc.$236M
Employees256
Clients0
DateDec 2023
Total AUM$33.6B
Discretionary$33.4B
Non-Disc.$236M
Employees256
Clients0
DateAug 2023
Total AUM$33.6B
Discretionary$33.4B
Non-Disc.$236M
Employees256
Clients0
DateJun 2023
Total AUM$33.6B
Discretionary$33.4B
Non-Disc.$236M
Employees256
Clients0
DateApr 2023
Total AUM$33.6B
Discretionary$33.4B
Non-Disc.$236M
Employees256
Clients0
DateMar 2023
Total AUM$33.6B
Discretionary$33.4B
Non-Disc.$236M
Employees256
Clients0
DateNov 2022
Total AUM$40.4B
Discretionary$40.3B
Non-Disc.$54.2M
Employees296
Clients0
DateOct 2022
Total AUM$40.4B
Discretionary$40.3B
Non-Disc.$54.2M
Employees296
Clients0
DateMar 2022
Total AUM$40.4B
Discretionary$40.3B
Non-Disc.$54.2M
Employees296
Clients0
DateJul 2021
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$24.6M
Employees271
Clients0
DateMay 2021
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$24.6M
Employees271
Clients0
DateApr 2021
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$24.6M
Employees271
Clients0
DateApr 2021
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$24.6M
Employees271
Clients0
DateMar 2021
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$24.6M
Employees271
Clients0
DateMar 2021
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$24.6M
Employees271
Clients0
DateJan 2021
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$24.6M
Employees271
Clients0
DateNov 2020
Total AUM$21.4B
Discretionary$21.3B
Non-Disc.$57.8M
Employees271
Clients0
DateOct 2020
Total AUM$21.4B
Discretionary$21.3B
Non-Disc.$57.8M
Employees271
Clients0
DateAug 2020
Total AUM$21.4B
Discretionary$21.3B
Non-Disc.$57.8M
Employees271
Clients0
DateJun 2020
Total AUM$21.4B
Discretionary$21.3B
Non-Disc.$57.8M
Employees271
Clients0
DateJun 2020
Total AUM$21.4B
Discretionary$21.3B
Non-Disc.$57.8M
Employees271
Clients0
DateApr 2020
Total AUM$21.4B
Discretionary$21.3B
Non-Disc.$57.8M
Employees271
Clients0
DateJan 2020
Total AUM$21.4B
Discretionary$21.3B
Non-Disc.$57.8M
Employees271
Clients0
DateJul 2019
Total AUM$15.4B
Discretionary$15.3B
Non-Disc.$63.6M
Employees269
Clients0
DateJan 2019
Total AUM$15.4B
Discretionary$15.3B
Non-Disc.$63.6M
Employees367
Clients0
DateJul 2018
Total AUM$14.8B
Discretionary$14.7B
Non-Disc.$43.1M
Employees371
Clients0
DateJun 2018
Total AUM$14.8B
Discretionary$14.7B
Non-Disc.$43.1M
Employees19
Clients0
DateFeb 2018
Total AUM$14.8B
Discretionary$14.7B
Non-Disc.$43.1M
Employees19
Clients0
DateAug 2017
Total AUM$12.1B
Discretionary$12.1B
Non-Disc.$0
Employees154
Clients26
DateDec 2016
Total AUM$12.1B
Discretionary$12.1B
Non-Disc.$0
Employees154
Clients26
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0