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| Boston Research and Management Inc
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|---|---|
| CRD # | 107643 |
| SEC # | 801-39603 |
| CIK # | 0000910820, 0001259261 |
| AUM | 676.2 M (2026-03-25) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 978-526-9700 |
| Address | 40 Beach Street Manchester, MA 01944-1464 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($T) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 18.6 |
| (b) Individuals (high net worth individuals) | 88 | 655.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 676.2 |
| By Discretionary | ||
| Discretionary | 501 | 676.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 501 | 676.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 676.2 | |
| Total | 501 | 676.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000910820] | |
| 13F-HR | [0001259261] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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✚
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