Calvert Sloan Advisers LLC (Bethesda)

Name: Calvert Sloan Advisers LLC
Address: 4550 Montgomery Avenue, Ste 1000 N, Bethesda, MD, 20814
Telephone: 301-951-4881

Calvert Sloan Advisers LLC is an adviser based in Bethesda. It manages $4.03 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Calvert Sloan Advisers provides portfolio management for investment companies. 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 Sloan Advisers: assets under management

The assets under management (AUM) of Calvert Sloan Advisers LLC is $4.03 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.03 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Calvert Sloan Advisers LLC 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 Sloan Advisers LLC

Barbara Janet Krumsiek has been acting as President since 1 Apr 1997. Jennifer Streaks joined the executive team most recently as the Assistant Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Calvert Group Ltd.	Direct owner	1 Mar 1995	50% - 75%	52-1241826
Inc. Sloan Holdings	Direct owner	1 Mar 1995	75% - 100%	56-1742902
Maceo Kennedy Sloan	Owner and director	1 Mar 1995	25% - 50%	2194988
Justin Francis Beckett	Owner, director and vice president	1 Mar 1995	25% - 50%	1488949
William Mark Tartikoff	Vice president and secretary	1 Mar 1995	Other	2031613
Ronald Milton Wolfsheimer	Vice president and treasurer	1 Mar 1995	Other	1194356
Susan Walker Bender	Assistant secretary	1 Mar 1995	Other	1772634
Ivy Wafford Duke	Assistant secretary	1 Mar 1995	Other	2758216
Reno Joseph Martini	Director and president	1 Feb 1996	Other	717145
Barbara Janet Krumsiek	Director	1 Apr 1997	Other	1050876
Victoria Ann Treadwell	Director, vice president, and assistant secretary	1 Jan 1999	Other	2837124
Victor Morse Frye	Compliance officer and assistant secretary	1 Jan 1999	Other	1253717
Jennifer Streaks	Assistant secretary	1 Oct 1999	Other	4341443

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Acacia Financial Corporation	Indirect owner	1 Mar 1995	50% - 75%	52-1009068
Ameritas Acacia Mutual Holding Company	Indirect owner	1 Jan 1999	50% - 75%	47-08-10-165

Based in Bethesda

The principal office where Calvert Sloan Advisers LLC performs its advisory services is located at 4550 Montgomery Avenue, Ste 1000 N, Bethesda, MD 20814, 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 301-951-4881 or by fax 301-657-7014. The normal business hours are 8:45 am to 5:30pm on Monday - Friday. You can find more information about the New York firm at edith.lillie@calvertgroup.com.