Asset manager · Boston, MA
AEW Capital Management LP
SEC-registered investment adviser · CRD 108633 · SEC 801-53421
At a glance
AEW Capital Management LP is an SEC-registered investment adviser based in Boston, Massachusetts, with $3.0 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 881st of 3,218 asset managers and 2,816th of 17,210 SEC-registered advisers by assets.
Main office 617-261-9000aew.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.0B
- Rank among asset managers
- #881 of 3,218
- Rank among all SEC RIAs
- #2,816 of 17,210
- Rank in Massachusetts
- #185 of 627
- Clients
- 15
- Accounts
- 27
- Discretionary
- 77% of AUM
- Employees
- 250
- Advisory staff
- 130
- Offices
- 7
Owners and executives on its Form ADV
- Michael J. ActonHead of Research
- Jonathan E MartinChief Executive Officer
- Seth E. BergerChief Financial Officer
- Joseph T. StraubHead of Securities
- John StruzzieryHead of Investor Relations
- Michael P. ByrneChief Investment Officer, Head of Private Equity & Debt
- Carrie BellerbyChief Compliance Officer, Co-General Counsel
- Neal SharmaCo-General Counsel
- Lauren O'NeilChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
AEW Capital Management LP is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Natixis Distribution, LLC and Natixis Investment Managers International.
- Natixis Distribution, LLC ↗CRD 34754
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Natixis Investment Managers International
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $929M | 31% |
| Corporations or other businesses | 8 | $785M | 26% |
| Sovereign wealth funds and foreign official institutions | – | $766M | 25% |
| Pension and profit sharing plans | – | $266M | 9% |
| Other | – | $112M | 4% |
| State or municipal government entities | – | $92M | 3% |
| Charitable organizations | – | $40M | 1% |
| Investment companies | 1 | $34M | 1% |
| Individuals | – | $1M | <1% |
Private funds
AEW Capital Management LP reports 1 private funds with $140M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
AEW Capital Management LP answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗aew.com ↗
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The full record on AEW Capital Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 813 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does AEW Capital Management LP manage?
AEW Capital Management LP reports $3.0 billion in regulatory assets under management across 27 accounts, 77% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is AEW Capital Management LP?
AEW Capital Management LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are AEW Capital Management LP’s clients?
By assets, its largest client types are pooled investment vehicles ($929 million, 6 clients); corporations or other businesses ($785 million, 8 clients); sovereign wealth funds and foreign official institutions ($766 million).
Does AEW Capital Management LP manage private funds?
Yes. It reports 1 private funds with $140 million in gross assets, including other private funds.
Does AEW Capital Management LP have any disciplinary history?
AEW Capital Management LP answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is AEW Capital Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →