Boston Trust Walden Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $4.6B in regulatory assets under management, 32 employees, and 15 accounts.
Assets Under Management
$4.6B
Employees
32
Offices
--
Total Clients
15
Primary office
BOSTON, MA
ONE BEACON STREET, 34TH FLOOR, BOSTON, MA, United States
Top client segmentInvestment Cos. represent 66.7% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
66.7%
10
2
Government
13.3%
2
3
FOREIGN RETIREMENT PLAN AND A UCITS SUB DELEGATION
13.3%
2
4
Sovereign Wealth
6.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 31, 2026
Discretionary100.0%
$4.6B
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.
Latest AUM$4.6B
Total Accounts15
10Y AUM Change+$2.8B (+157.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee0:1
10Y Employee Change+9 (+39.1%)
* 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.