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| Boston Management and Research
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| CRD # | 104853 |
| SEC # | 801-43127 |
| CIK # | 0000910820, 0001259261 |
| AUM | 154.73 B (2026-03-29) |
| Employees | 203 (71% Investors, 7% Brokers) |
| Phone | 617-482-8260 |
| Address | One Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Belnova Capital Fund LLC | [2025-03-24] | 2,177.7 M | 5,328.9 M |
| Filed 2020-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $2,970,000 · Revenue Decline to Disclose | ||||
| Other | Clearlane Capital Fund LLC | [2025-03-24] | 1,262.9 M | 3,505.2 M |
| Filed 2025-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Commission $7,020,857 · Net Assets Decline to Disclose | ||||
| Other | Diversified Exchange Fund Large-Cap LLC | [2024-03-27] | 54.5 M | 7.7 M |
| Filed 2026-03-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $103,193 · Net Assets Decline to Disclose | ||||
| Other | Diversified Exchange Fund All-Cap LLC | [2023-03-31] | 144.7 M | 130.9 M |
| Filed 2026-03-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $462,081 · Net Assets Decline to Disclose | ||||
| HF | Eaton Vance Emerging Markets Local Income Fund LLC | [2023-03-31] | ||
| Filed 2022-07-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Eaton Vance Emerging Markets Local Income Fund Ltd | [2023-03-31] | 310.0 M | 401.1 M |
| Filed 2022-07-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Eaton Vance Emerging Markets Local Income Fund Master Fund Ltd | [2023-03-31] | 310.0 M | 423.8 M |
| Filed 2022-07-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Belhurst Capital Fund LLC | [2022-03-31] | 5,530.4 M | 9,762.5 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $17,138,095 · Net Assets Decline to Disclose | ||||
| HF | Eaton Vance Emerging Markets Debt Opportunity Fund LLC | 2021-01-29 | 30.6 M | |
| HF | Eaton Vance Emerging Markets Debt Opportunity Master Fund Ltd | [2021-01-29] | 685.7 M | 60.2 M |
| Filed 2025-07-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 82.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 72.2 |
| (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 | 72 | 154.7 |
| By Discretionary | ||
| Discretionary | 72 | 154.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 72 | 154.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.7 | |
| Total | 72 | 154.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Eaton Vance Management | Promoter | 27 | 4 | |
| Frederick Marius | Executive Officer | 26 | 4 | |
| James Kirchner | Director, Executive Officer | 23 | 4 | |
| Deidre Walsh | Executive Officer | 21 | 4 | |
| Eric Stein | Executive Officer | 5 | 4 | |
| Thomas Faust Jr | Executive Officer | 28 | 3 | |
| Laurie Hylton | Executive Officer | 18 | 3 | |
| Robert Whelan | Executive Officer | 18 | 3 | |
| A Murphy | Executive Officer | 16 | 3 | |
| Management Eaton Vance | Promoter | 14 | 3 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000910820] | |
| 13F-HR | [0001259261] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $60.6B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 5493000Y0ZF1TA7ZV483 |
| Related Firms | State | AUM |
|---|---|---|
|
Boston Management and Research
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|
MA | 154.73 B |
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Eaton Vance Management
✚
|
MA | 97.02 B |
|
Eaton Vance Wateroak Advisors
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|
MA |
| Comparable Firms | State | AUM |
|---|---|---|
|
GC Advisors LLC
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|
IL | 177.85 B |
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TPG Global Advisors LLC
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|
TX | 173.56 B |
|
IFM Investors PTY Ltd
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|
152.93 B | |
|
iCapital Advisors LLC
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|
NY | 149.86 B |
|
Mariner Investment Group LLC
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|
NY | 149.62 B |
|
Elliott Investment Management LP
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|
FL | 128.62 B |
|
Silver Lake Technology Management LLC
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|
CA | 117.70 B |
|
Tudor Investment Corporation
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|
CT | 106.84 B |
|
Vista Equity Partners Management LLC
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|
CA | 106.02 B |
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Sixth Street Advisers LLC
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|
TX | 101.61 B |