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| Boston Partners Global Investors Inc
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| |
|---|---|
| CRD # | 124982 |
| SEC # | 801-61786 |
| CIK # | 0001386060 |
| AUM | $89.7 BB (2024-08-09) |
| Employees | 167 (33% Investors, 20% Brokers) |
| Phone | 617-832-8200 |
| Address | 1 Beacon Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| JPM | 340.2 | 1.8 | |
| GOOGL | 1,475.1 | 1.4 | |
| AZO | 41.4 | 1.2 | |
| COR | 1.1 | ||
| ORCL | 182.8 | 1.0 | |
| HBAN | 17.7 | 0.8 | |
| ICLR | 17.9 | 0.8 | |
| FIS | 57.6 | 0.8 | |
| USFD | 7.1 | 0.8 | |
| UNH | 477.0 | 0.7 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Boston Partners Select Equity DST | [2019-07-26] | 2,122.9 | 5.1 |
| Other | WPG Partners Micro Cap Opportunities DST | [2014-01-23] | 2,122.9 | 0.0 |
| Other | Boston Partners Long-Short Global Fund | [2013-07-08] | 2,122.9 | 0.0 |
| Other | Robeco Emerging Conservative Equities DST | [2013-07-08] | 2,122.9 | 22.4 |
| HF | Alpha Blue Capital LP | [2012-02-22] | 27.5 | 47.4 |
| Other | Boston Partners Global Equity Fund | [2012-02-22] | 2,122.9 | 85.2 |
| Other | Boston Partners International Equity Fund | [2012-02-22] | 2,122.9 | 83.3 |
| HF | Boston Partners Long/Short Equity LP | 2012-02-22 | 140.8 | |
| Other | Robeco Boston Partners 130/30 Large Cap Value Fund | [2012-02-22] | 2,122.9 | 17.6 |
| Other | Robeco Global Emerging Markets Equity Fund | [2012-02-22] | 2,122.9 | 186.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 33 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 16 | 46.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 15.6 |
| (g) Pension and profit sharing plans | 73 | 8.1 |
| (h) Charitable organizations | 18 | 0.4 |
| (i) State or municipal government entities | 35 | 5.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 2.2 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 1.1 |
| (m) Corporations or other businesses not listed above | 22 | 1.1 |
| (n) Other | 5,100 | 10.0 |
| Total | 5,317 | 89.7 |
| By Discretionary | ||
| Discretionary | 5,297 | 82.2 |
| Non-Discretionary | 20 | 7.5 |
| Total | 5,317 | 89.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.6 | |
| United States Persons | 72.1 | |
| Total | 5,317 | 89.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Matthew Davis | 21 | |||
| Robeco Investment Management Inc | 8 | |||
| Mark Donovan | 7 | |||
| Joseph Feeney | 7 | |||
| Greg Varner | 5 | |||
| Boston Partners Global Investors Inc | 5 | |||
| Mark Kuzminskas | 5 | |||
| William Butterly | 2 | |||
| Paul Healey | 2 | |||
| William Butterly III | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001386060] | |
| SC 13G | [0001386060] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BlackRock Capital Management Inc
✚
|
DE | 110.9 |
|
CIBC Asset Management Inc
✚
|
108.4 | |
|
Onedigital Investment Advisors LLC
✚
|
KS | 107.1 |
|
Wellington Management International Limited
✚
|
101.3 | |
|
Harris Associates LP
✚
|
IL | 101.2 |
|
Amundi Asset Management US Inc
✚
|
MA | 99.7 |
|
LSV Asset Management
✚
|
IL | 96.0 |
|
DoubleLine Capital LP
✚
|
FL | 93.0 |
|
HSBC Global Asset Management Hong Kong Limited
✚
|
87.6 | |
|
RBC Global Asset Management US Inc
✚
|
MN | 79.9 |