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BOSTON TRUST WALDEN INC.
CRD 111266File 801-60136
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 15 | 13 | decreased by2 |
| Apr 1, 2026 | Employees | 33 | 32 | decreased by1 |
| Apr 1, 2026 | AUM | $5,133,471,589 | $4,583,146,056 | decreased by$550,325,533 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 33 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,279,387,299 | $5,133,471,589 | increased by$854,084,290 |
| Apr 1, 2022 | Employees | 30 | 28 | decreased by2 |
| Apr 1, 2022 | Clients | 14 | 15 | increased by1 |
| Apr 1, 2022 | AUM | $2,817,853,121 | $4,279,387,299 | increased by$1,461,534,178 |
| Apr 1, 2022 | Accounts | 14 | 15 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOSTON TRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOSTON TRUST” may also match similarly-named firms). Confirm identity against each filing.
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.