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BOSTON TRUST WALDEN INC.
CRD 111266File 801-60136
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.58B
Top 25% of cohort (national)
Discretionary AUM
$4.58B
Clients
13
15 accounts
Employees
32
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 11, 2001
- Principal office
- ONE BEACON STREET, 34TH FLOOR, BOSTON, MA, 02108-3116
- Phone
- 617-726-7250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.58B
- Discretionary AUM
- $4.58B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $352.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | 1 | $226.5M |
| Investment companies | 10 | $3.92B |
| State or municipal government entities | 2 | $158.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 15 | 13 |
| 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.