{
  "crd_number": 124982,
  "slug": "boston-partners-boston-ma-124982",
  "primary_business_name": "BOSTON PARTNERS",
  "legal_name": "BOSTON PARTNERS GLOBAL INVESTORS, INC.",
  "dbas": [
    "BOSTON PARTNERS",
    "BOSTON PARTNERS PRIVATE WEALTH"
  ],
  "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": "2003-02-19",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-06-18",
  "carried_forward": false,
  "raum_total": 116165718248.0,
  "raum_discretionary": 104037172913.0,
  "raum_non_discretionary": 12128545335.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 185,
  "advisory_employees": 59,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 15683848676.0,
      "count": 6680,
      "description": "SMAS & UMAS & HEALTH & WELFARE"
    },
    "charitable": {
      "raum": 642836762.0,
      "count": 27
    },
    "individuals": {
      "raum": 0.0,
      "count": null
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 5951779046.0,
      "count": 37
    },
    "insurance_companies": {
      "raum": 2144200236.0,
      "count": 9
    },
    "investment_companies": {
      "raum": 58409812391.0,
      "count": 15
    },
    "pension_profit_sharing": {
      "raum": 8515728187.0,
      "count": 73
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 490643422.0,
      "count": 101
    },
    "pooled_investment_vehicles": {
      "raum": 20668406561.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 1908576480.0,
      "count": 27
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 1749886487.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CT",
    "DE",
    "FL",
    "HI",
    "IL",
    "IN",
    "MA",
    "MD",
    "MI",
    "NJ",
    "NY",
    "OH",
    "OK",
    "PA",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bostonpartners.com",
    "https://bppw.com",
    "https://linkedin.com/company/boston-partners-global-investors",
    "https://wpginvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124982",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/boston-partners-boston-ma-124982",
  "display_name": "Boston Partners",
  "summary": "Boston Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.",
  "citation": "AdvisorCensus. Boston Partners (CRD 124982): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Boston Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boston Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Boston Partners located?",
      "a": "Boston Partners' principal office is in Boston, MA, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Boston Partners registered with the SEC or a state?",
      "a": "Boston Partners is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124982."
    },
    {
      "q": "How much does Boston Partners manage?",
      "a": "Boston Partners reports $116,165,718,248 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (90% discretionary)."
    },
    {
      "q": "How have Boston Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Boston Partners: Regulatory assets under management: $74,177,049,851 in the October 2021 data and $116,165,718,248 in the October 2026 data, up 57%. Total employees: 155 in October 2021 and 185 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Boston Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (6,680); high net worth individuals (101); pension and profit sharing plans (but not the plan participants or government pension plans) (73)."
    },
    {
      "q": "Which custodians does Boston Partners use?",
      "a": "Boston Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and Northern Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Boston Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124982"
    },
    {
      "q": "What changed in Boston Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $98,336,524,659 to $116,165,718,248 (+18%). Employees performing advisory functions went from 56 to 59. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 74177049851.0,
      "total_employees": 155,
      "filing_date": "2021-05-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 92188430938.0,
      "total_employees": 160,
      "filing_date": "2022-06-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 84555460486.0,
      "total_employees": 156,
      "filing_date": "2023-08-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 89687813267.0,
      "total_employees": 167,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 98336524659.0,
      "total_employees": 181,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 116165718248.0,
      "total_employees": 185,
      "filing_date": "2026-06-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $98,336,524,659 to $116,165,718,248 (+18%).",
        "Employees performing advisory functions went from 56 to 59.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/boston-partners-boston-ma-124982.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 490643422.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 15,
      "fewer_than_5": false,
      "raum": 58409812391.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 20668406561.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 8515728187.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 27,
      "fewer_than_5": false,
      "raum": 642836762.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 5951779046.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 9,
      "fewer_than_5": false,
      "raum": 2144200236.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1749886487.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 27,
      "fewer_than_5": false,
      "raum": 1908576480.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6680,
      "fewer_than_5": false,
      "raum": 15683848676.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/124982",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}