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BOSTON MANAGEMENT AND RESEARCH
CRD 104853 · SEC 801-43127
ONE POST OFFICE SQUARE, BOSTON, MA, 02109, United States
Phone
617-482-8260
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$154.73B
Discretionary AUM
$154.73B
Team
203 total employees; 144 advisory reps
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF PORTFOLIO INCOME
Org form
Other (specify)
Filing date
2026-03-29
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 49 | $82.52B |
| Pooled investment vehicles | 23 | $72.21B |
All web addresses on file
Official SEC filing: View on IAPD