← Directory
BOSTON MANAGEMENT AND RESEARCH
CRD 104853File 801-43127
APPROVED
Custody
Disclosure events
Filing as of Mar 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$154.73B
Top 10% of cohort (national)
Discretionary AUM
$154.73B
Clients
72
72 accounts
Employees
203
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 21, 1993
- Principal office
- ONE POST OFFICE SQUARE, BOSTON, MA, 02109
- Phone
- 617-482-8260
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $154.73B
- Discretionary AUM
- $154.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 72
- Non-discretionary accounts
- 0
- Total accounts
- 72
- AUM per client
- $2.15B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 49 | $82.52B |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Pooled investment vehicles | 23 | $72.21B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF PORTFOLIO INCOME
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.