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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6,982 | 302 | decreased by6,680 |
| Apr 1, 2026 | Employees | 181 | 185 | increased by4 |
| Apr 1, 2026 | Clients | 6,100 | 6,982 | increased by882 |
| Apr 1, 2026 | AUM | $98,336,524,659 | $116,165,718,248 | increased by$17,829,193,589 |
| Apr 1, 2026 | Accounts | 6,100 | 6,982 | increased by882 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 160 | 181 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,718 | 6,100 | increased by3,382 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $92,188,430,938 | $98,336,524,659 | increased by$6,148,093,721 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,718 | 6,100 | increased by3,382 |
| Apr 1, 2022 | Employees | 155 | 160 | increased by5 |
| Apr 1, 2022 | Clients | 1,751 | 2,718 | increased by967 |
| Apr 1, 2022 | AUM | $74,177,049,851 | $92,188,430,938 | increased by$18,011,381,087 |
| Apr 1, 2022 | Accounts | 1,751 | 2,718 | increased by967 |
| 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 PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOSTON PARTNERS” 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.