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THE BOSTON COMPANY ASSET MANAGEMENT LLC
BOSTON, MA
617-722-3553
SEC #801-6829Total AUM
$20.3B
Employees
149Clients
207Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE BOSTON PLACE
BOSTON
MA 02108
United States
BOSTON
MA 02108
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
617-722-3553
Other Offices
2
Financials
Total AUM
$20.3B
Accounts
207Discretionary
$20.3B
Accounts
206Non-Discretionary
$14.7M
Accounts
1
Clients
HNW Individual Clients
32AUM
$4.7M
Investment Company Clients
19AUM
$6.5B
Pooled Vehicle Clients
27AUM
$2.8B
Pension/Profit Sharing Plan Clients
60AUM
$4B
Government Entity Clients
41AUM
$4.5B
Insurance Company Clients
7AUM
$484.7M
Sovereign Wealth Fund Clients
1AUM
$1.5B
Corporation or Business Clients
18AUM
$468.7M
Other Clients
2AUM
$8M
Description of Other Clients
TRUSTS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 71 business affiliates.
Claimed Affiliates
Reported as an affiliate by 35 other businesses.