BOSTON MANAGEMENT AND RESEARCH
Latest filing: Mar 24, 2025 (37 days ago)
AUM
$128,137,184,379
15% change vs. 1 year ago
-2% change vs. 3 years ago
37% change vs. 5 years ago
66% change vs. 10 years ago
Employee Count
215
-4% change vs. 1 year ago
-72% change vs. 3 years ago
-75% change vs. 5 years ago
-69% change vs. 10 years ago
Main Office
BOSTON, MA
ONE POST OFFICE SQUARE, BOSTON, MA, UNITED STATES, 02109
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $128.1 |
| Non-Discretionary | $0.0 |
| Total | $128.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $128.1 |
| Institutional | $0.0 |
| Total | $128.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | $1,650.0 | broker-dealer | 149777 |
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | $619.2 | 110353 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | $574.0 | 114310 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | $165.3 | 105922 | |
| EATON VANCE MANAGEMENT | $84.9 | 104859 | |
| CALVERT RESEARCH AND MANAGEMENT | $39.5 | 285127 | |
| ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | $36.3 | 116719 | |
| EATON VANCE ADVISERS INTERNATIONAL LTD. | $35.9 | 283733 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | $10.1 | 126896 | |
| MORGAN STANLEY EATON VANCE CLO MANAGER LLC | $5.2 | 309263 | |
| EATON VANCE TRUST COMPANY | $0.0 | trust company | - |
| MORGAN STANLEY DISTRIBUTION, INC. | $0.0 | broker-dealer | 30344 |
| EATON VANCE DISTRIBUTORS, INC. | $0.0 | broker-dealer | 37731 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| FROIO, RICHARD, FRANCIS | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT |
| HUNEKE, BENJAMIN, CORDT | CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT |
| GALLACHER, DESMOND, J | CHIEF TECHNOLOGY OFFICER |
| BUHAIN WINSLOW, LISA | CHIEF ADMINISTRATIVE OFFICER & VICE PRESIDENT |
| CHAPPUIS, JACQUES, PHILPPE | CO-PRESIDENT & CO-CHIEF EXECUTIVE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $128.1 | $0.0 | 0% | 215 | 0 | 0% |
| 2024-04-02 | $111.0 | $17.1 | 15% | 225 | -10 | -4% |
| 2023-04-04 | $106.1 | $22.0 | 21% | 253 | -38 | -15% |
| 2022-04-01 | $131.0 | -$2.9 | -2% | 776 | -561 | -72% |
| 2021-04-05 | $98.7 | $29.5 | 30% | 866 | -651 | -75% |
| 2020-04-01 | $93.9 | $34.3 | 37% | 868 | -653 | -75% |
| 2019-04-01 | $95.2 | $32.9 | 35% | 842 | -627 | -74% |
| 2018-04-02 | $89.6 | $38.5 | 43% | 813 | -598 | -74% |
| 2017-04-01 | $76.9 | $51.3 | 67% | 750 | -535 | -71% |
| 2016-04-01 | $74.6 | $53.6 | 72% | 750 | -535 | -71% |
| 2015-04-01 | $77.4 | $50.8 | 66% | 700 | -485 | -69% |
| 2014-04-01 | $84.8 | $43.3 | 51% | 700 | -485 | -69% |
| 2013-04-01 | $56.8 | $71.3 | 126% | 900 | -685 | -76% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV