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Eaton Vance

Eaton Vance
LENDER SERVICE
1924 FOUNDED
1,680 PROFESSIONALS
39 FINANCED COMPANIES
44 FINANCINGS
1 SERVICED INVESTORS
Description

Founded in 1924, Eaton Vance is an asset manager which serves the investment needs of its clients. Based in Boston, Massachusetts, the firm provides investment strategies and wealth management solutions for individual and institutional investors, financial professionals, high net worth and family office investors. These solutions include mutual funds, equity, endowments, and foundations.

Year Founded
1924
Service Provider Type
Lender
Primary Office
  • Two International Place
  • Suite 1400
  • Boston, MA 02110
  • United States

+1 (800) 000-0000

Eaton Vance Financings (54)

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Ensemble Health Partners Aug 2019 00000 0000000
000 000000000000 May 2019 00000 0000000
0000 0000000 Mar 2019 00000 0000000
0000000000 0000 00 Nov 2018 00000 0000000
000000 000000000 0 Oct 2018 00000 0000000
0000000000 0000000 Oct 2018 00000 0000000
00000000 000000000 Jul 2018 00000 0000000
0000000 000000 Jul 2018 00000 0000000
Vestcom International Jun 2018 00000 0000000
Vestcom International Jun 2018 00000 0000000
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Eaton Vance Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Eaton Vance Co-Lenders (184)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
3i Group Lender London, United Kingdom 1 00000
0000 00000000 Lender Boston, MA 0
000 000000000 Lender New York, NY 0
00000 000 00000000 Financing Advisory Cedar Rapids, IA 0 00000
00000000 0000000 Business Development Company New York, NY 0 00000
00000000000000000 Other Service Provider Type New York, NY 0 00000
00000000 000000000 Other Service Provider Type Northbrook, IL 0 00.00
00000000 0000000 ( Business Development Company Washington, DC 0 00000
American Money Management Financing Advisory Rancho Santa Fe, CA 1
Anchorage Capital Group Lender New York, NY 2 00000
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Eaton Vance Subsidiaries (11)

Company Name Industry Location Founded
Parametric Portfolio Associates Asset Management Seattle, WA 1987
0000000 00000000 0 Asset Management Washington, DC 0000
0000000 0000000 00 Consulting Services (B2B) Atlanta, GA 0000
00000 00000 000000 Other Financial Services Boston, MA
00000 00000 00000 Other Financial Services Boston, MA
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Eaton Vance Team (36)

Name Title Related Financings Office Contact
Info
Thomas Faust Jr. Chief Executive Officer & Chairman 0 Boston, MA
Robert White President Singapore, Singapore
Laurie Hylton Chief Financial Officer & Vice President 0 Boston, MA
Tjalling Halbertsma Managing Director & Head of Global Distribution London, United Kingdom
Daniel Cataldo Chief Administrative Officer & Vice President Boston, MA

6 Former Team Members

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Eaton Vance Board Members (6)

Name Representing Role Since Contact
Info
Dorothy Puhy Eaton Vance Board Member 000 0000
John Shea Eaton Vance Chief Information Officer & Member of Management Committee 000 0000
Leo Higdon Jr. Self Board Member 000 0000
Paula Johnson Self Board Member 000 0000
Thomas Faust Jr. Eaton Vance Chief Executive Officer & Chairman 000 0000

1 Former Board Member

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