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Calvert Asset Management Company, Inc. (Bethesda)


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.

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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.


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