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Boston Management and Research ✚
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) Copy

CIK	Period
0000910820 0001259261	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31

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
	Lilly Eli & Co	0.0
	Visa Inc	0.0
	Johnson & Johnson	0.0
	Wal Mart Stores Inc	0.0
	Costco Wholesale Corp /NEW	0.0
	Netflix Inc	0.0
	AbbVie Inc	0.0
	Chevron Corp	0.0
	Mastercard Inc	0.0












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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
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 ✚	MA	154.73 B
Eaton Vance Management ✚	MA	97.02 B
Eaton Vance Wateroak Advisors ✚	MA

Comparable Firms	State	AUM
GC Advisors LLC ✚	IL	177.85 B
TPG Global Advisors LLC ✚	TX	173.56 B
IFM Investors PTY Ltd ✚		152.93 B
iCapital Advisors LLC ✚	NY	149.86 B
Mariner Investment Group LLC ✚	NY	149.62 B
Elliott Investment Management LP ✚	FL	128.62 B
Silver Lake Technology Management LLC ✚	CA	117.70 B
Tudor Investment Corporation ✚	CT	106.84 B
Vista Equity Partners Management LLC ✚	CA	106.02 B
Sixth Street Advisers LLC ✚	TX	101.61 B

Boston Management and Research

Assets, Funds, Holdings