Boston Partners 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 17, 2026, reports $116.2B in regulatory assets under management, 185 employees, 3 offices, and 6,982 accounts.
Assets Under Management
$116.2B
Employees
185
Offices
3 offices
Total Clients
6,982
Primary office
BOSTON, MA
1 BEACON STREET, 30TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentSMAS & UMAS & HEALTH & WELFARE represent 95.7% of total clients.
Top client categories% of clientsClients
1
SMAS & UMAS & HEALTH & WELFARE
95.7%
6,680
2
HNWI
1.4%
101
3
Pension Plans
1.0%
73
4
Government
0.5%
37
5
Charitable
0.4%
27
Additional categories (<0.1%)
Sovereign Wealth<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116.2Bas of March 17, 2026
Discretionary89.6%
$104.0B
90% of total RAUM89.6%
Non-discretionary10.4%
$12.1B
10% of total RAUM10.4%
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$116.2B
Total Accounts6,982
10Y AUM Change+$28.4B (+32.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees185
Clients per Employee38:1
10Y Employee Change+42 (+29.4%)
* 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.