Investment adviser · CRD 285127

CALVERT RESEARCH AND MANAGEMENT

Investment adviser filing (IA)

WASHINGTON, DC, United States · Form ADV filed Jul 31, 2026

Regulatory AUM: $40.3B
Client accounts: 1,915
Employees: 64
Advisory professionals: 57

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	44	$39,276,450,862	97.6%
Retirement plans	Fewer than 5	$469,356,896	1.2%
Other clients	1,865	$438,441,529	1.1%
Pooled investment vehicles	1	$42,257,864	0.1%
Corporations & businesses	Fewer than 5	$30,823,423	0.1%
Individuals	Fewer than 5	$0	0.0%
High-net-worth individuals	Fewer than 5	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2095596 · Jul 31, 2026 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CALVERT CASH RESERVES FUND, LLCLiquidity Fund · Last reported Nov 10, 2022$671MGross asset value

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-1023466032
Reported beneficial owners: 39
Minimum commitment: $0

Form ADV 1687660 · Nov 10, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 31, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

2050 M STREET NW, SUITE 200
WASHINGTON, DC, 20036, United States

CRD 285127

Filing source

Form ADV 2095596 · Jul 31, 2026 · 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.