Eaton Vance Advisers International Ltd. is a large advisory firm based in London. It manages $8.02 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2018.
Eaton Vance Advisers International provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eaton Vance Advisers International Ltd. is $8.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and $2.56 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Eaton Vance Advisers International Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, other investment advisers, pooled investment vehicles, and sovereign wealth funds and foreign official institutions. The largest group of clients of Frederick Stewart Marius is investment companies with 14 clients and $7.26 billion of assets under management. Among the 8 most similar advisory firms, Eaton Vance Advisers International has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $8.02 billion for 27 clients. 26% of the firm’s clients are foreign persons or businesses.
Eaton Vance Advisers International doesn't advise any private funds.
The company employs 31 people that are either part- or full-time employees. 77 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Frederick Stewart Marius has been acting as President since 1 May 2015. Michaella Jo Callaghan joined the executive team most recently as the Director.
The principal office where Eaton Vance Advisers International Ltd. performs its advisory services is located at 125 Old Broad Street, London, Ec2 N 1 Ar, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 (0) 203 207 1900 or by fax 44 (0) 207 256 9794. The normal business hours are 8:30 - 5:30 gmt on Monday - Friday. You can find more information about the New York firm at globalsolutions.eatonvance.com and its LinkedIn profile.