Investment adviser · CRD 135656
CALVERT INVESTMENT COUNSEL
Investment adviser filing (IA)
CALVERT INVESTMENT COUNSEL, LLC
HUNT VALLEY, MD, United States · Form ADV filed Mar 23, 2018
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 205 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $89,732,464 | 73.0% |
| Individuals | 60 | $19,026,015 | 15.5% |
| Charities | Fewer than 5 | $8,492,313 | 6.9% |
| Retirement plans | Fewer than 5 | $3,841,609 | 3.1% |
| Corporations & businesses | Fewer than 5 | $1,878,681 | 1.5% |
Filing source
Form ADV 1192988 · Mar 23, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
4 NORTH PARK DRIVE, SUITE 201HUNT VALLEY, MD, 21030-1801, United States
CRD 135656
Filing source
Form ADV 1192988 · Mar 23, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.