CALVERT INVESTMENTS
Filed: April 20, 2009
Investment advisory services
Owned by: EV LLC
Serial Number: 77717574
CHARISMATIC ADVISOR
Filed: April 30, 2010
Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers
Owned by: EV LLC
Serial Number: 85027556
PERSONALIZED INVESTING. BEYOND PASSIVE.
Filed: May 1, 2017
Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment…
Owned by: EV LLC
Serial Number: 87431697
FOUR PILLARS OF RESPONSIBLE INVESTING
Filed: October 30, 2017
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: EV LLC
Serial Number: 87665006
CALVERT IMPACT CAPITAL
Filed: November 19, 2017
Investment management; Non-profit investment management; Non-profit community investment services; Charitable fund raising…
Owned by: EV LLC
Serial Number: 87690597
CLEARHEDGE
Filed: February 4, 2019
Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation…
Owned by: EV LLC
Serial Number: 88288434
LEGACY INCOME TRUST
Filed: March 26, 2019
Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation…
Owned by: EV LLC
Serial Number: 88357533
TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING
Filed: March 27, 2019
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: EV LLC
Serial Number: 88359688
U.S. CHARITABLE GIFT TRUST
Filed: April 5, 2019
Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation…
Owned by: EV LLC
Serial Number: 88373549
LEGACY INCOME TRUSTS
Filed: April 9, 2019
Charitable fund investment, advisory and fundraising services; Providing charitable investment accounts for philanthropic…
Owned by: EV LLC
Serial Number: 88377020
CHASING POSITIVITY
Filed: October 14, 2019
Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers
Owned by: EV LLC
Serial Number: 88653765
EATON VANCE
Filed: October 14, 2019
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: EV LLC
Serial Number: 88653862
TAX FORWARD 365
Filed: December 9, 2019
Fund investment and advisory services; investment counseling services; management of portfolios comprising securities; mutual…
Owned by: EV LLC
Serial Number: 88720254
THE AFTER-TAX ADVISOR
Filed: December 9, 2019
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: EV LLC
Serial Number: 88720320
CALVERT INSTITUTE FOR RESPONSIBLE INVESTING
Filed: June 11, 2020
Investment advisory services; Investment counseling services; Investment management based on environmental, social and governance…
Owned by: EV LLC
Serial Number: 88959843
CALVERT RESEARCH AND MANAGEMENT
Filed: July 28, 2020
Fund investment advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: EV LLC
Serial Number: 90077806
CLEARHEDGE METHOD
Filed: September 8, 2020
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: EV LLC
Serial Number: 90165984
