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BOSTON MANAGEMENT AND RESEARCH
BOSTON, MA
617-482-8260
SEC #801-43127Total AUM
$154.7B
Employees
203Clients
82Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE POST OFFICE SQUARE
BOSTON
MA 02109
United States
BOSTON
MA 02109
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
617-482-8260
Other Offices
3
Financials
Total AUM
$154.7B
Accounts
72Discretionary
$154.7B
Accounts
72Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Investment Company Clients
49AUM
$82.5B
Pooled Vehicle Clients
23AUM
$72.2B
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PORTFOLIO INCOME
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
None reported
Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.