BOSTON MANAGEMENT AND RESEARCH

RIASEC RegisteredEst. 1993

Total AUM

$155B

Discretionary

$155B

100% of AUM

Avg account

$2.1B

Accounts

Employees

203

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 104853
Registered since: January 21, 1993
Website: bostonrm.com
Fee structure: Percentage of AUM, Other
Client types: Investment Companies53.33%
Pooled Investment Vehicles46.67%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Boston Management And Research operates as an alternative fund provider and adviser to institutional clients. The firm is SEC-registered (since 1993) and is organized in a nonstandard structure described as "Other," with ownership tied to both a domestic entity and individuals. Its core business includes acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for investment companies and pooled investment vehicles, plus selection of sub-advisers. Boston Management And Research reports being an active ESG investor and charges fees that include a percentage-of-AUM component alongside other fee arrangements. The firm maintains a broad set of industry relationships and registrations that support sponsor, manager and intermediary roles. Filings indicate affiliations or registrations in capacities such as broker‑dealer, registered municipal advisor, registered security‑based swap dealer, futures commission merchant, trust company, real estate broker, and sponsor/GP/managing member of pooled vehicles.