Data / Investment advisers / Massachusetts / Boston Management and Research
Boston Management and Research, Boston, MA: $155 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Boston Management and Research is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $155 billion in regulatory assets under management in its Form ADV filed March 29, 2026. Its clients include investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 22 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 104853
- SEC file number
- 801-43127
- SEC status
- Approved, effective January 21, 1993
- Main office
- One Post Office Square, Boston, MA 02109
- Phone
- (617) 482-8260
- Regulatory AUM
- $154,728,180,497 in the Form ADV filed March 29, 2026
- Discretionary AUM
- $154,728,180,497
- Accounts
- 72
- Employees
- 203, of which 144 give investment advice
- Form of organization
- Business Trust
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 22: 22 other private funds
- Gross assets of private funds
- $72,190,727,520
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 49 | $82.52 billion |
| Pooled investment vehicles | 23 | $72.21 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $154.73 billion | March 29, 2026 |
| December 1, 2025 | $128.14 billion | June 25, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Manulife Investment Management (US) LLC | Boston | $228.04 billion | Not listed | adviserinfo.sec.gov |
| Marsh Investments US LLC | Boston | $226.04 billion | 41 | adviserinfo.sec.gov |
| John Hancock Investment Management LLC | Boston | $212.05 billion | Not listed | adviserinfo.sec.gov |
| Harbourvest Partners, LLC | Boston | $191.18 billion | 311 | adviserinfo.sec.gov |
| Acadian Asset Management | Boston | $177.46 billion | 47 | adviserinfo.sec.gov |
| Nepc, LLC | Boston | $152.72 billion | 4 | adviserinfo.sec.gov |
| Rhumbline Advisers | Boston | $136.48 billion | 24 | adviserinfo.sec.gov |
| Income Research + Management | Boston | $130.65 billion | 15 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with Over $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Boston Management and Research on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.