BOSTON PARTNERS

RIASEC RegisteredEst. 2003

Total AUM

$116B

Discretionary

$104B

90% of AUM

Avg account

$16.6M

Accounts

6,982

Employees

185

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 124982
Registered since: February 19, 2003
Website: www.boston-partners.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies50.28%
Pooled Investment Vehicles17.79%
Other13.5%
Pension & Profit Sharing Plans7.33%
State / Municipal Government5.12%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Boston Partners is a corporate investment adviser organized as a hedge fund manager that has been SEC-registered since 2003. The firm serves both individual and family clients as well as institutional investors, charging asset-based fees with performance-based fee components for some strategies. Its advisory scope covers portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional or corporate investors. Boston Partners is not positioned as an active ESG investor and does not present itself as a multi-state or newly formed adviser. Ownership is listed as a mix of foreign entity and individual interests, and the firm reports affiliations across financial services lines including broker-dealer activity, banking or trust relationships, and roles as sponsor or manager of pooled investment vehicles.