# Boston Partners

> 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.

- CRD: 124982
- Filed as: BOSTON PARTNERS
- Legal name: Boston Partners Global Investors, Inc.
- Also doing business as: BOSTON PARTNERS, BOSTON PARTNERS PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124982
- AdvisorCensus page: https://advisorcensus.com/firm/boston-partners-boston-ma-124982

## Quick answers

**How is Boston Partners compensated?**
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.

**Where is Boston Partners located?**
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).

**Is Boston Partners registered with the SEC or a state?**
Boston Partners is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124982.

**How much does Boston Partners manage?**
Boston Partners reports $116,165,718,248 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (90% discretionary).

**How have Boston Partners' assets and staff changed since 2021?**
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.

**What types of clients does Boston Partners serve?**
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).

**Which custodians does Boston Partners use?**
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.

**Does Boston Partners report any disciplinary disclosures?**
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

**What changed in Boston Partners' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Northern Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $116,165,718,248
- Discretionary: $104,037,172,913
- Non-discretionary: $12,128,545,335

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | 101 | $490,643,422 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | 15 | $58,409,812,391 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $20,668,406,561 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 73 | $8,515,728,187 |
| Charitable organizations | 27 | $642,836,762 |
| State or municipal government entities (including government pension plans) | 37 | $5,951,779,046 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | 9 | $2,144,200,236 |
| Sovereign wealth funds and foreign official institutions | 2 | $1,749,886,487 |
| Corporations or other businesses not listed above | 27 | $1,908,576,480 |
| Other | 6,680 | $15,683,848,676 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 185 total, 59 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CT, DE, FL, HI, IL, IN, MA, MD, MI, NJ, NY, OH, OK, PA, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Greenbrae, CA
- Los Angeles, CA
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- bostonpartners.com
- bppw.com
- wpginvest.com
- LinkedIn @boston-partners-global-investors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $74,177,049,851 | 155 | May 3, 2021 |
| October 2022 | $92,188,430,938 | 160 | June 21, 2022 |
| October 2023 | $84,555,460,486 | 156 | August 22, 2023 |
| October 2024 | $89,687,813,267 | 167 | August 9, 2024 |
| October 2025 | $98,336,524,659 | 181 | June 11, 2025 |
| October 2026 | $116,165,718,248 | 185 | June 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boston Partners (CRD 124982): Form ADV filing data as of October 2026.