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 corporation that has been SEC-registered since 2003 and is classified in the FINTRX data as a hedge fund. The firm serves both individual/family and institutional clients and charges a combination of asset-based fees and performance-linked fees. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and other business or institutional clients. The firm is not flagged as an active ESG investor. Ownership is listed as a mix of a foreign entity and an individual. Boston Partners also maintains multiple industry affiliations: broker-dealer activities, other investment adviser roles, CPO/CTA relationships, and roles tied to banking, trust, insurance and real estate services. The firm is identified as a sponsor or general partner for pooled investment vehicles and as a sponsor of limited partnerships (excluding pooled vehicles).