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| Boston Management and Research
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|---|---|
| CRD # | 104853 |
| SEC # | 801-43127 |
| CIK # | 0000910820, 0001259261 |
| AUM | $128.1 B (2025-06-25) |
| Employees | 215 (74% Investors, 7% Brokers) |
| Phone | 617-482-8260 |
| Address | One Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 59,240.4 | ||
| Nvidia Corp | 51,459.1 | ||
| Apple Inc | 47,845.4 | ||
| Amazon Com Inc | 35,211.8 | ||
| Facebook Inc | 27,471.2 | ||
| Alphabet Inc | 23,701.2 | ||
| Broadcom Inc | 20,324.6 | ||
| J P Morgan Chase & Co | 19,419.7 | ||
| VISA Inc | 17,772.2 | ||
| Tesla Motors Inc | 13,734.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Belnova Capital Fund LLC | [2025-03-24] | 2,177.7 | 1,173.9 |
| Other | Clearlane Capital Fund LLC | [2025-03-24] | 1,262.9 | 1,123.8 |
| Other | Diversified Core Equity Fund LLC US Large-Cap | [2024-03-27] | 50.0 | 6.4 |
| Other | Diversified Core Equity Fund LLC US All-Cap | [2023-03-31] | 75.5 | 64.9 |
| HF | Eaton Vance Emerging Markets Local Income Fund LLC | [2023-03-31] | 0.0 | 0.0 |
| HF | Eaton Vance Emerging Markets Local Income Fund Ltd | [2023-03-31] | 310.0 | 401.1 |
| HF | Eaton Vance Emerging Markets Local Income Fund Master Fund Ltd | [2023-03-31] | 310.0 | 423.8 |
| Other | Belhurst Capital Fund LLC | [2022-03-31] | 5,530.4 | 6,798.3 |
| HF | Eaton Vance Emerging Markets Debt Opportunity Fund LLC | 2021-01-29 | 30.6 | |
| HF | Eaton Vance Emerging Markets Debt Opportunity Master Fund Ltd | [2021-01-29] | 464.2 | 60.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 49 | 75.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 24 | 52.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 73 | 128.1 |
| By Discretionary | ||
| Discretionary | 73 | 128.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 73 | 128.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.1 | |
| Total | 73 | 128.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Frederick Marius | 26 | |||
| Thomas Faust Jr | 28 | |||
| Eaton Vance Management | 21 | |||
| Laurie Hylton | 18 | |||
| Robert Whelan | 18 | |||
| James Kirchner | 16 | |||
| A Murphy | 16 | |||
| Deidre Walsh | 15 | |||
| Management Eaton Vance | 14 | |||
| A John Murphy | 14 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000910820] | |
| 13F-HR | [0001259261] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Boston Management and Research
✚
|
MA | 128.1 |
|
Eaton Vance Management
✚
|
MA | 84.9 |
|
Eaton Vance Wateroak Advisors
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|
MA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GC Advisors LLC
✚
|
IL | 155.0 |
|
D E Shaw & Co LP
✚
|
NY | 154.6 |
|
TPG Global Advisors LLC
✚
|
TX | 147.4 |
|
IFM Investors PTY Ltd
✚
|
143.9 | |
|
iCapital Advisors LLC
✚
|
NY | 130.7 |
|
Mariner Investment Group LLC
✚
|
NY | 119.8 |
|
Elliott Investment Management LP
✚
|
FL | 117.3 |
|
Silver Lake Technology Management LLC
✚
|
CA | 104.0 |
|
Vista Equity Partners Management LLC
✚
|
CA | 100.1 |
|
Insight Venture Management LLC
✚
|
NY | 94.0 |