BOSTON MANAGEMENT AND RESEARCH
Latest filing: Mar 27, 2024 (217 days ago)
AUM
$111,002,081,270
5% change vs. 1 year ago
13% change vs. 3 years ago
17% change vs. 5 years ago
31% change vs. 10 years ago
Employee Count
225
-11% change vs. 1 year ago
-74% change vs. 3 years ago
-73% change vs. 5 years ago
-68% change vs. 10 years ago
Main Office
BOSTON, MA
ONE POST OFFICE SQUARE, BOSTON, MA, UNITED STATES, 02109
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $111.0 |
| Non-Discretionary | $0.0 |
| Total | $111.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $111.0 |
| Institutional | $0.0 |
| Total | $111.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | $1,402.4 | broker-dealer | 149777 |
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | $535.0 | 110353 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | $475.1 | 114310 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | $165.9 | 105922 | |
| EATON VANCE MANAGEMENT | $63.0 | 104859 | |
| CALVERT RESEARCH AND MANAGEMENT | $38.4 | 285127 | |
| ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | $33.2 | 116719 | |
| EATON VANCE ADVISERS INTERNATIONAL LTD. | $25.8 | 283733 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | $12.2 | 126896 | |
| MORGAN STANLEY EATON VANCE CLO MANAGER LLC | $5.7 | 309263 | |
| EATON VANCE TRUST COMPANY | $0.0 | trust company | - |
| MORGAN STANLEY DISTRIBUTION, INC. | $0.0 | broker-dealer | 30344 |
| EATON VANCE DISTRIBUTORS, INC. | $0.0 | broker-dealer | 37731 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| FROIO, RICHARD, FRANCIS | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT |
| HUNEKE, BENJAMIN, CORDT | CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT |
| GALLACHER, DESMOND, J | CHIEF TECHNOLOGY OFFICER |
| BUHAIN WINSLOW, LISA | CHIEF ADMINISTRATIVE OFFICER & VICE PRESIDENT |
| CHAPPUIS, JACQUES, PHILPPE | CO-PRESIDENT & CO-CHIEF EXECUTIVE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $111.0 | $0.0 | 0% | 225 | 0 | 0% |
| 2024-04-02 | $111.0 | $0.0 | 0% | 225 | 0 | 0% |
| 2023-04-04 | $106.1 | $4.9 | 5% | 253 | -28 | -11% |
| 2022-04-01 | $131.0 | -$20.0 | -15% | 776 | -551 | -71% |
| 2021-04-05 | $98.7 | $12.3 | 13% | 866 | -641 | -74% |
| 2020-04-01 | $93.9 | $17.1 | 18% | 868 | -643 | -74% |
| 2019-04-01 | $95.2 | $15.8 | 17% | 842 | -617 | -73% |
| 2018-04-02 | $89.6 | $21.4 | 24% | 813 | -588 | -72% |
| 2017-04-01 | $76.9 | $34.1 | 44% | 750 | -525 | -70% |
| 2016-04-01 | $74.6 | $36.4 | 49% | 750 | -525 | -70% |
| 2015-04-01 | $77.4 | $33.6 | 43% | 700 | -475 | -68% |
| 2014-04-01 | $84.8 | $26.2 | 31% | 700 | -475 | -68% |
| 2013-04-01 | $56.8 | $54.2 | 95% | 900 | -675 | -75% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV