Asset manager · Boston, MA
Boston Partners
Boston Partners Global Investors, Inc. · SEC-registered investment adviser · CRD 124982 · SEC 801-61786
At a glance
Boston Partners is an SEC-registered investment adviser based in Boston, Massachusetts, with $116.2 billion in regulatory assets under management as of its Form ADV filed June 18, 2026. Its largest client group by assets is investment companies, and it reports 101 individual clients. By Form ADV it is a asset manager, ranked 123rd of 3,218 asset managers and 232nd of 17,210 SEC-registered advisers by assets.
Main office 617-832-8200bostonpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $116B
- Rank among asset managers
- #123 of 3,218
- Rank among all SEC RIAs
- #232 of 17,210
- Rank in Massachusetts
- #22 of 627
- Individual clients
- 101
- High-net-worth clients
- 101
- Accounts
- 6,982
- Discretionary
- 90% of AUM
- Employees
- 185
- Advisory staff
- 59
- Offices
- 4
Owners and executives on its Form ADV
- William G. ButterlyGeneral Counsel, Director of Sustainability & Engagement, & Secretary
- Joseph F. FeeneyChief Executive Officer & Director
- Mark E. DonovanDirector
- Greg A. VarnerChief Financial Officer & Treasurer
- Gilbert Van HasselDirector
- David G. Van HooserDirector
- Stan H. KoyanagiDirector
- Mark S. KuzminskasChief Operating Officer
- Kiyoshi HabiroDirector
- Kristen M. McDonoughChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Boston Partners is a hybrid RIA: 34 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Boston Partners Securities, L.L.C..
- Boston Partners Securities, L.L.C. ↗CRD 2998
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, June 2026
Its Form ADV brochure (filed March 2026) names Boston Partners Securities as the broker-dealer its advisers are registered with.
Employees of Boston Partners who are registered representatives of Boston Partners Securities offer mutual funds and limited partnership or other interests in private investment vehicles as well as Canadian pooled funds.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 15 | $58B | 50% |
| Pooled investment vehicles | 11 | $21B | 18% |
| Other | 6,680 | $16B | 14% |
| Pension and profit sharing plans | 73 | $8.5B | 7% |
| State or municipal government entities | 37 | $6.0B | 5% |
| Insurance companies | 9 | $2.1B | 2% |
| Corporations or other businesses | 27 | $1.9B | 2% |
| Sovereign wealth funds and foreign official institutions | 2 | $1.7B | 2% |
| Charitable organizations | 27 | $643M | <1% |
| High-net-worth individuals | 101 | $491M | <1% |
Private funds
Boston Partners reports 4 private funds with $584M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Boston Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bostonpartners.com ↗
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The full record on Boston Partners
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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- Rank against 204 peers of its type and size
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- 10 namedLocked
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Background
Questions
How much does Boston Partners manage?
Boston Partners reports $116.2 billion in regulatory assets under management across 6,982 accounts, 90% of it on a discretionary basis, on its Form ADV filed June 18, 2026.
What kind of firm is Boston Partners?
Boston Partners 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. A public reporting company controls it.
Who are Boston Partners’s clients?
By assets, its largest client types are investment companies ($58.4 billion, 15 clients); pooled investment vehicles ($20.7 billion, 11 clients); other ($15.7 billion, 6,680 clients).
Does Boston Partners manage private funds?
Yes. It reports 4 private funds with $584 million in gross assets, including hedge funds, other private funds.
Does Boston Partners have any disciplinary history?
Boston Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Boston Partners’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 (2026-06-18), 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 →