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Boston Management and Research ✚
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) Copy

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
Other	Clearisle Capital Fund LLC	[2020-02-29]	2,426.7	3,980.9
Other	Belgard Capital Fund LLC	[2019-01-30]	6,999.2	10,883.9
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		468.2
Other	Belbrook Capital Fund LLC	2012-01-30		936.2
Other	Belcrest Capital Fund LLC	2012-01-30		1,485.2
Other	Beldore Capital Fund LLC	[2012-01-30]	5.8	12,640.7
Other	Belmar Capital Fund LLC	2012-01-30		795.1
Other	Belport Capital Fund LLC	2012-01-30		1,073.4
Other	Belrose Capital Fund LLC	2012-01-30		1,245.5
Other	Belshire Capital Fund LLC	2012-01-30		846.9
Other	Belterra Capital Fund LLC	2012-01-30		934.5
Other	Belvedere Capital Fund Company LLC	2012-01-30		212.4
Other	Belvedere Equity Fund LLC	2012-01-30		324.3
Other	Belwater Capital Fund LLC	2012-01-30		1,563.4
Other	Clearfork Capital Fund LLC	[2012-01-30]	2,177.7	5,713.7
Other	Clearwood Capital Fund LLC	2012-01-30		490.0
Other	Tax-Managed Multi-Cap Portfolio LLC	2012-01-30		0.1

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 ✚	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

Boston Management and Research

Assets, Funds, Holdings