BOSTON TRUST WALDEN INC.

RIASEC RegisteredEst. 2001

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$306M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 111266
Registered since: April 11, 2001
Website: www.bostontrustwalden.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK INTERNATIONAL, J.P. MORGAN SECURITIES INC., BNP PARIBAS SECURITIES CORP.
Fee structure: Percentage of AUM
Client types: Investment Companies85.57%
Other6.02%
Sovereign Wealth Funds4.94%
State / Municipal Government3.47%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Boston Trust Walden Inc. is an SEC-registered corporate advisor (registered in 2001) that serves primarily institutional clients and charges fees as a percentage of assets under management. Its advisory focus is portfolio management for investment companies and for businesses or institutional entities. The firm flags itself as an active ESG investor, indicating environmental, social or governance criteria are part of its investment process. Ownership is listed as domestic entity/individual. The firm is not classified as a capital allocator and does not identify as a pension consultant or a related adviser. Its regulatory profile notes it is not a multi-state adviser, which suggests a concentrated registration footprint rather than broad state-level registrations.