SEC-Registered Investment Adviser
Boston Management And Research
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 29, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 21, 1993
- Principal office
- One Post Office Square, Boston, MA 02109
- Organized as
- Other (specify), MA
- Fiscal year end
- December
- Other offices
- 3
Scale
- Regulatory AUM
- $154.7B
- Accounts
- 72
- Clients
- 0
- Employees
- 203, 144 in advisory roles
- Private funds advised
- 22
- Private fund gross assets
- $72.2B
- Fund types
- 22 other private funds
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers
- Compensated by
- a percentage of assets under management and other
- Client types
- investment companies (49); pooled investment vehicles (23)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- a broker-dealer, another investment adviser, a registered municipal advisor, a security-based swap dealer, a commodity pool operator or commodity trading advisor, a futures commission merchant, a trust company, a real estate broker or dealer and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 3 broker-dealers, 17 investment advisers
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- other regulator finding of a false statement or omission (Item 11D(1), 2 reported)
- other regulator finding of a violation (Item 11D(2), 4 reported)
- other regulator order, denial, suspension or revocation (Item 11D(4), 2 reported)
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.