Eaton Vance Management
Overview
Eaton Vance Management is an American investment management firm that provides a broad array of investment strategies and wealth management solutions to individuals and institutions, operating as a subsidiary of Morgan Stanley Investment Management.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Airbnb | Apr 2020 | Debt | Co-investor |
| Cohesity | Jun 2018 | Series D | - |
| Caris Life Sciences | May 2021 | Growth Equity | - |
| FreshBooks | Mar 2025 | Debt | - |
| SigFig | Jun 2018 | Series E | Co-investor |
Key People
Kristen Mccrary
Co-Founder
Andrew Frenette
Managing Director, Head Of Real Estate Investment Group
Benjamin LeFevre
Managing Director, Director Of Independent And Bank Channel
CSRIC Paul Nicely
Managing Director, Co-Director Wealth Strategies Group
Cathy Corrigan McDermott
Portfolio Manager, Vice President
Jake Lemle
Director Of Leveraged Loan Trading Portfolio Manager
Akbar Causer
Emerging Markets Portfolio Manager
Chris Eustance
VP, Municipal Portfolio Manager
Federico Sequeda
Portfolio Manager
Jason Kritzer
Portfolio Manager
Michael Turgel
VP Portfolio Manager
Patrick Campbell
Portfolio Manager
Schuyler Hooper
VP, Portfolio Manager
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Eaton Vance Management based?
Eaton Vance Management is headquartered in Boston, Massachusetts, United States.
When was Eaton Vance Management founded?
Eaton Vance Management was founded in 1924.
How many portfolio companies does Eaton Vance Management have?
Eaton Vance Management has 5 portfolio companies in Caplight's dataset.
What are some companies in Eaton Vance Management's portfolio?
Portfolio companies visible on Caplight include Airbnb, Cohesity, Caris Life Sciences, FreshBooks, SigFig.
What was Eaton Vance Management's most recent investment shown here?
Eaton Vance Management's most recent investment in this portfolio sample was in FreshBooks in 2025.
What sectors does Eaton Vance Management focus on?
Eaton Vance Management focuses on Healthcare & Life Sciences, Consumer & Commerce, FinTech, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, Cybersecurity, Enterprise Software, Real Estate & PropTech, AI, Data & Cloud Infrastructure.
What company stages does Eaton Vance Management focus on?
Eaton Vance Management typically invests at the Late stage.
What is Eaton Vance Management's AUM?
Eaton Vance Management's assets under management are estimated between $100.0B and $1.7T.