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BOSTON PARTNERS
Legal name: BOSTON PARTNERS GLOBAL INVESTORS, INC.
CRD 124982File 801-61786
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$116.17B
Top 10% of cohort (national)
Discretionary AUM
$104.04B
Non-discretionary $12.13B
Clients
302
6,982 accounts
Employees
185
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 19, 2003
- Principal office
- 1 BEACON STREET, 30TH FLOOR, BOSTON, MA, 02108
- Phone
- 617-832-8200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $116.17B
- Discretionary AUM
- $104.04B
- Non-discretionary AUM
- $12.13B
- Discretionary accounts
- 6,954
- Non-discretionary accounts
- 28
- Total accounts
- 6,982
- AUM per client
- $384.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 27 | $1.91B |
| Non-U.S. persons | 2 | $1.75B |
| Insurance companies | 9 | $2.14B |
| Investment companies | 15 | $58.41B |
| Charitable organizations | 27 | $642.8M |
| High net worth individuals | 101 | $490.6M |
| Pooled investment vehicles | 11 | $20.67B |
| Pension and profit sharing plans | 73 | $8.52B |
| State or municipal government entities | 37 | $5.95B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6982 | 302 |
| 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.