{
  "crd_number": 104853,
  "slug": "boston-management-and-research-boston-ma-104853",
  "primary_business_name": "BOSTON MANAGEMENT AND RESEARCH",
  "legal_name": "BOSTON MANAGEMENT AND RESEARCH",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1993-01-21",
  "years_registered": 33,
  "period": "2026-10-01",
  "filing_date": "2026-03-29",
  "carried_forward": false,
  "raum_total": 154728180497.0,
  "raum_discretionary": 154728180497.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 203,
  "advisory_employees": 144,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 82515131545.0,
      "count": 49
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 72213048952.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [],
  "websites": [
    "https://eatonvance.com",
    "https://eatonvancerealestate.com",
    "https://linkedin.com/company/eaton-vance",
    "https://linkedin.com/showcase/eaton-vance-institutional",
    "https://twitter.com/EatonVance",
    "https://youtube.com/channel/UCep59EZ4GovCblOWe-Cb0jQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104853",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/boston-management-and-research-boston-ma-104853",
  "display_name": "Boston Management and Research",
  "summary": "Boston Management and Research is an SEC-registered investment advisory firm in Boston, MA, registered since 1993, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 29, 2026.",
  "citation": "AdvisorCensus. Boston Management and Research (CRD 104853): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Boston Management and Research compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boston Management and Research reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Boston Management and Research located?",
      "a": "Boston Management and Research's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Boston Management and Research registered with the SEC or a state?",
      "a": "Boston Management and Research is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 104853."
    },
    {
      "q": "How much does Boston Management and Research manage?",
      "a": "Boston Management and Research reports $154,728,180,497 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Boston Management and Research's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Boston Management and Research: Regulatory assets under management: $98,665,995,742 in the October 2021 data and $154,728,180,497 in the October 2026 data, up 57%. Total employees: 866 in October 2021 and 203 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Boston Management and Research serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (49); pooled investment vehicles (other than investment companies and business development companies) (23)."
    },
    {
      "q": "Does Boston Management and Research report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104853"
    },
    {
      "q": "What changed in Boston Management and Research's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 160 to 144. Regulatory assets under management went from $128,137,184,379 to $154,728,180,497 (+21%). Added an office in London. Added an office in New York, NY. Added an office in Washington, DC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 98665995742.0,
      "total_employees": 866,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 131006829389.0,
      "total_employees": 776,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 106137971878.0,
      "total_employees": 253,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111002081270.0,
      "total_employees": 225,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 128137184379.0,
      "total_employees": 215,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 154728180497.0,
      "total_employees": 203,
      "filing_date": "2026-03-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 160 to 144.",
        "Regulatory assets under management went from $128,137,184,379 to $154,728,180,497 (+21%).",
        "Added an office in London.",
        "Added an office in New York, NY.",
        "Added an office in Washington, DC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/boston-management-and-research-boston-ma-104853.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 49,
      "fewer_than_5": false,
      "raum": 82515131545.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 72213048952.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104853",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}