Boston Management and Research is an SEC registered investment adviser with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 29, 2026, reports $154.7B in regulatory assets under management, 203 employees, 3 offices, and 72 accounts.
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 68.1% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
68.1%
49
2
Pooled Investment Vehicles
31.9%
23
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154.7Bas of March 29, 2026
Discretionary100.0%
$154.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$154.7B
Total Accounts72
10Y AUM Change+$77.9B (+101.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees203
Clients per Employee0:1
10Y Employee Change-547 (-72.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.