Boston Management And Research (Boston)

Boston Management And Research provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boston Management And Research: assets under management

The assets under management (AUM) of Boston Management And Research is $95.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 142% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $95.19 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $942.45 million each.

Boston Management And Research has custody of $45.99 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Boston Management And Research for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Boston Management And Research serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Boston Management And Research is investment companies with 87 clients and $90.83 billion of assets under management. Among the 10 most similar advisory firms, Boston Management And Research has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $95.19 billion for 101 clients. None of the firm’s clients are foreign persons or businesses.

Boston Management And Research also advises several private funds. Namely, six hedge funds and sixteen other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Boston Management And Research

The company employs 842 people that are either part- or full-time employees. 28 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 48 indirect owners.

Based in Boston

The principal office where Boston Management And Research performs its advisory services is located at Two International Place, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-482-8260. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.

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