Eaton Vance

Eaton Vance is an investment management firm that provides financial advisory and wealth management services for individuals and businesses. Read more

1,827 Followers on Owler
1,827 Followers on Owler
1,827 Followers on Owler
1,827 Followers on Owler

Eaton Vance

Eaton Vance is an investment management firm that provides financial advisory and wealth management services for individuals and businesses. Read more

Thomas E. Faust's photo - Chairman & CEO of Eaton Vance

Chairman & CEO

Thomas E. Faust

CEO Approval Rating

79/100

Annual Revenue
Employees
Sector

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EATON VANCE TOP COMPETITORS OR ALTERNATIVES

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COMPANY

CEO

CEO RATING

EMPLOYEES

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AMG is one of Eaton Vance's top rivals. AMG was founded in Greenwich, Connecticut} in 1993. AMG is in the Asset & Investment Management industry. Compared to Eaton Vance, AMG generates $297.1M more revenue.

AllianceBernstein is Eaton Vance's #2 competitor. AllianceBernstein was founded in 2000, and is headquartered in New York, New York. AllianceBernstein competes in the Investment Banking & Brokerage industry. AllianceBernstein generates $1.9B more revenue vs. Eaton Vance.

Franklin Templeton is a top competitor of Eaton Vance. Franklin Templeton's headquarters is in San Mateo, California, and was founded in 1947. Franklin Templeton operates in the Investment Management & Fund Operators industry. Franklin Templeton generates 398% of Eaton Vance's revenue.

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Eaton Vance Quarterly and Annual Revenue

Trailing 12-Months Trend (TTM)

Annual Revenue

$1.7B

Eaton Vance's revenue is the ranked 8th among it's top 10 competitors. The top 10 competitors average 13B. Over the last four quarters, Eaton Vance's revenue has decreased by $-1473000. Specifically, in Q4 2020's revenue was $451.1M; in Q3 2020, it was $420.8M; in Q2 2020, it was $405.9M; in Q1 2020, Eaton Vance's revenue was $452.6M.

Eaton Vance Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Calvert Research and Management

Oct 2016

Source »
undisclosed
Calvert is a financial service firm that offers equity funds, asset and investment management services.
The Clifton Group

Nov 2012

Source »
$undefined
-
Pelican Investment Management, Inc.

Apr 2011

Source »
$undefined
-

-

Managed ETFs LLC

Nov 2010

Source »
$undefined
-
Fox Asset Management, LLC.

Nov 2004

Source »
$62M
-

These are all the companies that Eaton Vance has acquired. Eaton Vance has acquired 5 companies and its latest acquisition was Calvert Research and Management in Oct 2016. Calvert is a financial service firm that offers equity funds, asset and investment management services.

Eaton Vance Funding History

Since Eaton Vance was founded in 1924, it has participated in 4 rounds of funding. In total Eaton Vance has raised $16.9B. Eaton Vance's last funding round was on Jul 2020 for a total of $9.0B

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Investment Fund
Jul 2020
$9B
-
Investment Fund
Mar 2019
$4.6M
-
Investment Fund
Jan 2017
$40M
-
Investment Fund
Mar 1999
$7.8B
-

Since Eaton Vance was founded in 1924, it has participated in 4 rounds of funding. In total Eaton Vance has raised $16.9B. Eaton Vance's last funding round was on Jul 2020 for a total of $9.0B

Eaton Vance Investments

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

Caris is a Texas-based life sciences company that provides molecular profiling, DNA sequencing, biomarker analysis and related solutions to cancer patients and oncologists.
$830M
May 10, 2021
Growth
-
Grab is a web and mobile-based application that allows users to search and book for cabs.
$2B
Jan 31, 2021
Debt
-
Airbnb is an online marketplace that allows users to explore and book rental homes and apartments.
$1B
Apr 14, 2020
Debt
Dec 09, 2020
SigFig develops a digital wealth management platform that provides automated investment and account management solutions for the financial sector.
$120M
Mar 11, 2020
Equity
-
SigFig develops a digital wealth management platform that provides automated investment and account management solutions for the financial sector.
$50M
Jun 18, 2018
Series E
-

These are all the companies that Eaton Vance has invested in. Eaton Vance has invested 5 companies and its latest investment was Calvert Research and Management in Oct 2016. Calvert is a financial service firm that offers equity funds, asset and investment management services.

Eaton Vance News

May 12, 2021BioSpace

Caris Life Sciences Closes Whopping $830 Million Growth Equity Round

The company has raised approximately $1.3 billion in external financing over the past three years, in... See more »
May 12, 2021WorldNews

Saba Capital Reaches Agreements With Three Eaton Vance Closed-End Funds

Eaton Vance Senior Income Trust, Eaton Vance Floating-Rate Income Trust, and Eaton Vance Senior Float... See more »
May 11, 2021Benzinga

Eaton Vance Duration

Eaton Vance Duration (AMEX:EVV) declared a dividend payable on May 20, 2021 to its shareholders as of... See more »
May 7, 2021Law 360

Eaton Vance Fund Ruling Shows Perils Of Defensive Bylaws

In light of a Massachusetts court's recent ruling in Eaton Vance Senior Income Trust v. Saba Capital ... See more »
April 22, 2021MarketScreener

Full Prospectus

(marketscreener.com) Prospectus Supplement Eaton Vance Enhanced Equity Income Fund II Up to 3,584,261... See more »
April 21, 2021Benzinga

Eaton Vance Senior

On April 1, 2021, Eaton Vance Senior (NYSE:EFR) announced shareholders can expect to receive a divide... See more »

Eaton Vance Press Releases

March 9, 2021StreetInsider

Certain Eaton Vance Closed-End Funds Announce Telephonic Annual Meeting Of Shareholders On March 18, 2021

BOSTON, March 8, 2021 /PRNewswire/ --Â The following notice relates to the combined Annual Meeting of... See more »
February 24, 2021StreetInsider

Eaton Vance Corp. Report for the Three Month Period Ended January 31, 2021

Eaton Vance Corp. Report for the Three Month Period Ended January 31, 2021... See more »
February 16, 2021PR Newswire

Certain Eaton Vance Closed-End Funds Announce Adjournment of Joint Special Shareholder Meeting

BOSTON, Feb. 16, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp... See more »
January 12, 2021PR Newswire

Corrected Results of Joint Special Shareholder Meeting of Certain Eaton Vance Closed-End Funds

BOSTON, Jan. 12, 2021 /PRNewswire/ -- The below information corrects and replaces the press release i... See more »
January 8, 2021StreetInsider

Results of Joint Special Shareholder Meeting of Certain Eaton Vance Closed-End Funds

BOSTON, Jan. 8, 2021 /PRNewswire/ --Â In connection with the proposed acquisition of Eaton Vance Corp... See more »
December 16, 2020GlobeNewswire

Eaton Vance Corporation flaggar Eimskip

Meðfylgjandi er flöggun frá Eimskipafélagi Íslands hf. fyrir hönd Eaton Vance Corporation.... See more »

Social Media

Eaton Vance Headquarters

Two International Place Suite 1400

Boston, Massachusetts02110

800-225-6265

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Eaton Vance Summary

ABOUT

Overview

Eaton Vance is an investment management firm that provides financial advisory and wealth management services for individuals and businesses. Eaton Vance was founded in 1924. Eaton Vance's headquarters is located in Boston, Massachusetts, USA 02110. It...

CEO

Eaton Vance's Chairman & CEO, Thomas E. Faust, currently has an approval rating of 79%. Eaton Vance's primary competitors are AMG, AllianceBernstein & Franklin Templeton.

Website

eatonvance.com

Frequently Asked Questions about Eaton Vance

  1. When was Eaton Vance founded?

    Eaton Vance was founded in 1924
  2. Who is Eaton Vance's CEO?

    Eaton Vance's CEO is Thomas E. Faust
  3. How much revenue does Eaton Vance generate?

    Eaton Vance generates $1.7B in revenue
  4. How much funding does Eaton Vance have?

    Eaton Vance has historically raised $16.9B in funding
  1. Where is Eaton Vance's headquarters?

    Eaton Vance's headquarters is in Boston Massachusetts, USA
  2. How many employees does Eaton Vance have?

    Eaton Vance has 1,904 employees
  3. Who are Eaton Vance's competitors?

    Eaton Vance's top competitors are AMG, AllianceBernstein, Franklin Templeton
  4. Who has Eaton Vance invested in?

    Eaton Vance's has invested in companies such as Caris, Grab, Airbnb