Boston Management and Research

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Assets, Funds, Holdings

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Boston Management and Research
CRD #104853
SEC #801-43127
CIK #0001259261
AUM $93.9 BB (100% Disc, 100% US, 2020-04-13)
Employees 868 (29% Investors, 11% Brokers)
Phone617-482-8260
AddressTwo International Place
Boston, MA 02110
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
1008060402001999200620132021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 747,660.0 12.5
AAPL 674,750.0 8.0
MA 209,190.0 7.3
FAST 14,340.0 7.0
WMT 270,620.0 6.5
TSCO 9,850.0 6.4
ABT 127,040.0 6.3
PG 229,010.0 5.9
GIS 23,240.0 5.9
UPS 83,800.0 5.7
View All
Holdings by Sector ($MM)
3002401801206002011201420172021
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Clearisle Capital Fund LLC [2020-02-29] 0.0 154.9
Other Belgard Capital Fund LLC [2019-01-30] 1,076.3 2,146.6
HF Eaton Vance Global Macro Absolute Return Advantage Fund LLC 2018-09-25 10.3
HF Eaton Vance Global Macro Absolute Return Advantage Fund Ltd 2018-09-25 241.3
HF Eaton Vance Global Macro Absolute Return Advantage Master Fund Ltd [2018-09-25] 241.5 253.7
HF Eaton Vance Macro Offshore Partners Ltd 2018-09-25 10.6
HF Eaton Vance Macro Partners LLC 2018-09-25 1.7
HF Global Macro Plus Fund Ltd [2012-08-23] 26.8 16.4
Other Belair Capital Fund LLC 2012-01-30 320.8
Other Belbrook Capital Fund LLC 2012-01-30 867.6
View All
Form D Directors # Filings # Firms 2011 - 2021
Frederick Marius 23
Thomas Faust Jr 22
Robert Whelan 18
Laurie Hylton 15
Management Eaton Vance 11
A John Murphy 11
Duncan Richardson 7
Payson Swaffield 6
Daniel Cataldo 2
Research Boston Management 1
EDGAR Form CIK 2011 - 2021
13F-HR [0001259261]
Related Firms State AUM ($BB)
Eaton Vance Management
MA 108.9
Boston Management and Research
MA 93.9
Eaton Vance Investment Counsel
MA 7.7
Comparable Firms State AUM ($BB)
FIG LLC
NY 110.9
IFM Investors PTY Ltd
104.7
Point72 Asset Management LP
CT 91.3
TPG Global Advisors LLC
TX 86.5
D E Shaw & Co LP
NY 82.1
Elliott Management Corporation
NY 73.5
Apollo Management LP
NY 72.9
Wilshire Associates Incorporated
CA 72.8
KKR Credit Advisors US LLC
CA 68.8
The Putnam Advisory Company LLC
MA 66.5
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