Firm profile

AEW CAPITAL MANAGEMENT LP

BOSTON, MACRD 108633Latest ADV March 31, 2026

Aew Capital Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $3.0B in regulatory assets under management, 250 employees, 6 offices, and 27 accounts.

Assets Under Management
$3.0B
Employees
250
Offices
6 offices
Total Clients
15
Primary office
BOSTON, MA
TWO SEAPORT LANE, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJonathan E. Martin
CCOCarrie Bellerby
CFOSeth E. Berger

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentCorporations represent 53.3% of total clients.
Top client categories% of clientsClients
1
Corporations
53.3%
8
2
Pooled Investment Vehicles
40.0%
6
3
Investment Cos.
6.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.0Bas of March 31, 2026
Discretionary77.2%
$2.3B
77% of total RAUM77.2%
Non-discretionary22.8%
$690M
23% of total RAUM22.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$3.0B
Total Accounts27
10Y AUM Change$-32.0B (-91.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees250
Clients per Employee0:1
10Y Employee Change-10 (-3.8%)

* 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.