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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

Eaton Vance Management

$97.0B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($5.56B parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Buyout, Real Estate, Private Credit, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
31
5 Open Source Trails Below
Sum of Disclosed Rows
$5.56B
Total AUM: $97.0B
Median Disclosed Amount
$102.0M
Range: $15.0M – $607.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Eaton Vance Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Asana Partners Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mount Trident, L.P.Adviser 7.B Vehicle Multi-Strategy 2025
$20.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic Partners (Global) 2024Adviser 7.B Vehicle Growth Equity 2025
$607.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TA Realty Core Property Fund, LPAdviser 7.B Vehicle Real Estate 2024
$570.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Lake Central Fund, L.P.Adviser 7.B Vehicle Private Credit 2024
$527.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Eaton Vance Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Eaton Vance Management (OCIO / Wealth RIA, $97.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.2% Actual; $1,746.4M Unallocated Target Bandwidth). SEC Form ADV (801-15930, CRD #104859) verified $97.02B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Eaton Vance Management

570 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Eaton Vance Management (29 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 14 Shared Vehicles

Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGIS Asia Infrastructure Fund III (2023 Vintage)
Eaton Vance Management: $143.5M · SEC Form ADV 7.B
Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust: $41.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IGP Gaming and Entertainment Fund I (2023 Vintage) · IGS Infrastructure Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Huntington Cowlitz Delacroix Regional Health System Master Investment Pool

Healthcare / Hospital System New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Asana Partners Fund II (2025 Vintage)
Eaton Vance Management: $35.0M · SEC Form ADV 7.B
Huntington Cowlitz Delacroix Regional Health System Master Investment Pool: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: IGP Gaming and Entertainment Fund I (2023 Vintage) · IGS Infrastructure Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

New York Life General Account

Insurance Company New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGP Gaming and Entertainment Fund I (2023 Vintage)
Eaton Vance Management: $102.0M · SEC Form ADV 7.B
New York Life General Account: $91.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IGIS Asia Infrastructure Fund III (2023 Vintage) · IGS Infrastructure Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+567 Additional Institutional LPs Report Shared Vehicles with Eaton Vance Management

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You are viewing 5 open public preview records (out of 31 total tracked records for Eaton Vance Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (570 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Eaton Vance Management

Infrastructure LPs →Buyout LPs →Real Estate LPs →Private Credit LPs →Multi-Strategy LPs →

Frequently Asked Questions: Eaton Vance Management

What type of institutional allocator is Eaton Vance Management and what is their typical disclosed ticket size?

Eaton Vance Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 31 historical disclosure records tracked on Prilago ($5.56B total parsed USD across disclosed rows), the median disclosed amount is $102.0M (range: $15.0M to $607.0M).

Which private-market strategies appear in Eaton Vance Management's public disclosures?

Eaton Vance Management has disclosed records across Infrastructure, Buyout, Real Estate, Private Credit, Multi-Strategy. Open preview records include Asana Partners Fund II, LP (2025 Vintage), Mount Trident, L.P. (2025 Vintage), General Atlantic Partners (Global) 2024 (2025 Vintage), TA Realty Core Property Fund, LP (2024 Vintage).

How are Eaton Vance Management's historical records substantiated and separated from active searches on Prilago?

Records for Eaton Vance Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Eaton Vance Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/eaton-vance-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Eaton Vance Management?

In Prilago's bilateral commitment graph, Eaton Vance Management shares resolved underlying fund vehicles with 570 institutional LPs across 29 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust (14 shared vehicles, e.g. IGIS Asia Infrastructure Fund III (2023 Vintage)), Huntington Cowlitz Delacroix Regional Health System Master Investment Pool (14 shared vehicles, e.g. Asana Partners Fund II (2025 Vintage)), New York Life General Account (12 shared vehicles, e.g. IGP Gaming and Entertainment Fund I (2023 Vintage)).

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