Data / Investment advisers / Massachusetts / Boston Partners
Boston Partners, Boston, MA: $116 billion AUM, SEC registered investment adviser
Boston Partners is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $116 billion in regulatory assets under management in its Form ADV filed June 18, 2026. Its clients include investment companies, pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 124982
- SEC file number
- 801-61786
- SEC status
- Approved, effective February 19, 2003
- Legal name
- Boston Partners Global Investors, Inc.
- Main office
- 1 Beacon Street 30th Floor, Boston, MA 02108
- Phone
- (617) 832-8200
- Website
- bostonpartners.com
- Regulatory AUM
- $116,165,718,248 in the Form ADV filed June 18, 2026
- Discretionary AUM
- $104,037,172,913
- Non discretionary AUM
- $12,128,545,335
- Accounts
- 6,982
- Employees
- 185, of which 59 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 2 hedge funds, 2 other private funds
- Gross assets of private funds
- $584,493,630
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 18, 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 | 15 | $58.41 billion |
| Pooled investment vehicles | 11 | $20.67 billion |
| Pension and profit sharing plans | 73 | $8.52 billion |
| State or municipal government entities | 37 | $5.95 billion |
| Insurance companies | 9 | $2.14 billion |
| Corporations or other businesses | 27 | $1.91 billion |
| Sovereign wealth funds and foreign official institutions | 2 | $1.75 billion |
| Charitable organizations | 27 | $642.8 million |
| High net worth individuals | 101 | $490.6 million |
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 | $116.17 billion | March 17, 2026 |
| December 1, 2025 | $98.34 billion | June 11, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Boston Management and Research | Boston | $154.73 billion | 22 | 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 |
| Putnam Investment Management, LLC | Boston | $117.24 billion | Not listed | adviserinfo.sec.gov |
| MFS Institutional Advisors Inc. | Boston | $113.59 billion | 6 | adviserinfo.sec.gov |
| Natixis Advisors, LLC | Boston | $108.65 billion | Not listed | adviserinfo.sec.gov |
| Bracebridge Capital, LLC | Boston | $100.35 billion | 12 | 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 Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.