Calvert Asset Management Company, Inc. (Bethesda)

Name: Calvert Asset Management Company, Inc.
Address: 4550 Montgomery Ave. Ste 1000 N, Bethesda, MD, 20814
Telephone: 301-951-4881

Calvert Asset Management Company, Inc. is a large advisory firm based in Bethesda. It manages $14.69 billion of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Maryland and Ohio.

Calvert Asset Management Company provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Calvert Asset Management Company: assets under management

The assets under management (AUM) of Calvert Asset Management Company, Inc. is $14.69 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.69 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.56 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Calvert Asset Management Company, Inc. 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.

Careers at Calvert Asset Management Company, Inc.

Robert John Hamilton Sands has been acting as President since 1 Oct 1998. James Roy Mcglynn joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Calvert Group	Shareholder	1 Jul 1982	75% - 100%	52-1241826
Ronald Milton Wolfsheimer	Senior vice president and chief financial officer	1 Sep 1982	Other	1194356
David Raymond Rochat	Director, senior vice president and portfolio manager	1 Jan 1985	Other	401989
Charles Tuckey Nason	Director and chairman	1 Aug 1988	Other	345075
William Mark Tartikoff	Senior vice president, secretary, general counsel and cco of cdi	1 Jan 1990	Other	2031613
John Phillip Nichols	Vice president	1 Jan 1996	Other	1358426
Barbara Janet Krumsiek	Director, president, vice chairperson, prsident and ceo	1 Apr 1997	Other	1050876
Robert John Hamilton Sands	Director	1 Oct 1998	Other	1107457
Susan Walker Bender	Assistant vice president, assistant secretary and associate general counsel	1 Jan 2002	Other	1772634
Ivy Wafford Duke	Assistant vice president, assistant secretary, associate general counsel and cco of advisor	1 Jan 2002	Other	2758216
Huiping Wong Ho	Assistant treasurer	1 Feb 2002	Other	2737219
Lancelot Anthony King	Assistant secretary, assistant vice president and associate general counsel	1 Feb 2003	Other	4599791
Daniel Kevin Hayes	Senior vice president and portfolio manager	1 Oct 2003	Other	1189168
Gregory George Habeeb	Senior vice president and senior portfolio manager	1 Oct 2003	Other	1585290
Steven Anthony Falci	Senior vice president and cio-equities	1 Oct 2003	Other	4334204
Thomas Adam Dailey	Vice president and portfolio manager	1 Oct 2003	Other	1978282
Catherine Palmer Roy	Senior vice president and cio-fixed income	1 Oct 2004	Other	1292810
James B Oboyle	Portfolio manager	1 Jan 2005	Other	2534156
Jane Maxwell	Assistant general counsel and assistant secretary	1 Jan 2005	Other	4939246
Jane Bardeen Maxwell	Assistant vice president, assistant general counsel and assistant secretary	1 Jan 2005	Other	4939246
Matt Nottingham	Portfolio manager	1 Apr 2005	Other	4998496
Augusto Divo Macedo	Assistant general counsel and assistant secretary	1 Apr 2005	Other	4381759
Gary Shaw Miller	Portfolio manager	1 Apr 2005	Other	1110594
Julie Kay Gorte	Vice president and chief social investment strategist	1 Jul 2005	Other	5051765
Andrew Kurt Niebler	Assistant vice president, assistant general counsel and assistant secretary	1 Jan 2007	Other	5113452
Robert James Alton Enderson	Vice president	1 Jan 2007	Other	1047797
Joann Marie Martin	Director	1 Jan 2007	Other	1979231
Bennett Freeman	Senior vice president, social research and policy	1 Jan 2007	Other	5312523
Alya Zeeshan Kayal	Vice president	1 Jan 2008	Other	2547839
Patrick Brady Faul	Vice president	1 Apr 2008	Other	1664824
Natalie A. Trunow	Senior vice president - equities	1 Jul 2008	Other	5627775
James Roy Mcglynn	Senior vice president	1 Oct 2008	Other	1921210

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Acacia Financial Corporation	Shareholder	1 Jan 1984	75% - 100%	52-1009068
Acacia Life Insurance Company	Shareholder	1 Jan 1984	75% - 100%	52-1009068
Ameritas Acacia Mutual Holding Company	Shareholder	1 Jan 1989	75% - 100%	47-08-10-165
Unifi Mutual Holding Company	Shareholder	1 Jan 2006	75% - 100%	47-0810165

Based in Bethesda

The principal office where Calvert Asset Management Company, Inc. performs its advisory services is located at 4550 Montgomery Ave. Ste 1000 N, Bethesda, MD 20814, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 301-951-4881 or by fax 301-657-7014. The normal business hours are 8:45 am 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.calvert.com.