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Boston Management and Research ✚
CRD #	104853
SEC #	801-43127
CIK #	0001259261, 0000910820
AUM	$111.0 BB (2024-03-27)
Employees	253 (68% Investors, 9% Brokers)
Phone	617-482-8260
Address	Two International Place Boston, MA 02110
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($BB) Copy

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	MSFT	1,918,222.4	54,867.5
	AAPL	2,382,844.0	48,660.3
	NVDA	399,550.0	41,628.2
	AMZN	1,092,997.8	31,984.3
	GOOGL	1,475,138.5	21,171.2
	META	434,852.0	17,763.0
	JPM	340,169.2	13,795.9
	GOOG	1,482,566.4	13,465.0
	V	419,260.5	13,298.4
	LLY	301,789.7	12,423.6
View All

Holdings by Sector ($MM)

Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
Other	Diversified Core Equity Fund LLC US Large-Cap	[2024-03-27]	45.6	5.4
Other	Diversified Core Equity Fund LLC US All-Cap	[2023-03-31]	7.0	30.3
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]	4,859.4	2,891.6
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
Other	Clearisle Capital Fund LLC	[2020-02-29]	2,426.7	3,184.9
Other	Belgard Capital Fund LLC	[2019-01-30]	6,999.2	9,838.8
HF	Eaton Vance Global Macro Absolute Return Advantage Fund LLC	2018-09-25		2.9
HF	Eaton Vance Global Macro Absolute Return Advantage Fund Ltd	2018-09-25		33.2
HF	Eaton Vance Global Macro Absolute Return Advantage Master Fund Ltd	[2018-09-25]	249.7	36.1
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		336.1
Other	Belbrook Capital Fund LLC	2012-01-30		943.8
Other	Belcrest Capital Fund LLC	2012-01-30		1,046.8
Other	Beldore Capital Fund LLC	[2012-01-30]	5.8	12,488.8
Other	Belmar Capital Fund LLC	2012-01-30		601.6
Other	Belport Capital Fund LLC	2012-01-30		833.0
Other	Belrose Capital Fund LLC	2012-01-30		1,108.9
Other	Belshire Capital Fund LLC	2012-01-30		770.5
Other	Belterra Capital Fund LLC	2012-01-30		931.9
Other	Belvedere Capital Fund Company LLC	2012-01-30		26,443.4
Other	Belvedere Equity Fund LLC	2012-01-30		235.5
Other	Belwater Capital Fund LLC	2012-01-30		1,454.6
Other	Clearfork Capital Fund LLC	[2012-01-30]	2,177.7	5,525.5
Other	Clearwood Capital Fund LLC	2012-01-30		375.9
Other	Tax-Managed Multi-Cap Portfolio LLC	2012-01-30		7,060.7

AUM Breakdown	Accounts	AUM ($BB)
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	54	63.1
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	20	43.1
(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	74	106.1
By Discretionary
Discretionary	74	106.1
Non-Discretionary	0	0.0
Total	74	106.1
By Non-United States Persons
Non-United States Persons		0.4
United States Persons		105.7
Total	74	106.1

Form D Directors	# Filings	# Firms	2011 - 2024
Frederick Marius	26
Thomas Faust Jr	28
Eaton Vance Management	20
Laurie Hylton	18
Robert Whelan	18
A Murphy	15
James Kirchner	15
Management Eaton Vance	14
A John Murphy	14
Deidre Walsh	14
View All

EDGAR Form	CIK	2011 - 2024
13F-NT	[0000910820]
13F-HR	[0001259261]

Related Firms	State	AUM ($BB)
Boston Management and Research ✚	MA	111.0
Eaton Vance Management ✚	MA	63.0
Eaton Vance Wateroak Advisors ✚	MA	0.0

Comparable Firms	State	AUM ($BB)
GC Advisors LLC ✚	IL	132.8
Mariner Investment Group LLC ✚	NY	126.0
D E Shaw & Co LP ✚	NY	120.5
Silver Lake Technology Management LLC ✚	CA	102.0
Vista Equity Partners Management LLC ✚	CA	101.0
Elliott Investment Management LP ✚	FL	97.4
Insight Venture Management LLC ✚	NY	89.3
Aegon USA Investment Management LLC ✚	IA	88.5
Cerberus Capital Management LP ✚	NY	88.2
iCapital Advisors LLC ✚	NY	85.9

Boston Management and Research

Assets, Funds, Holdings