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-structured investment manager that has been SEC-registered since 2003 and operates with a hedge-fund orientation. Its client mix includes individuals and families as well as institutional investors. The firm typically charges asset-based fees alongside performance-linked fees and provides discretionary portfolio management across individual/small business accounts, investment companies, pooled vehicles and institutional accounts. Boston Partners is not positioned as an ESG-focused manager and does not report multi-state adviser status. The firm maintains multiple industry affiliations, including broker-dealer activity, roles as an investment adviser and as a sponsor or GP/managing member of pooled investment vehicles, and connections to trust, banking, insurance and real-estate intermediaries.