Institutional
    SEC Registered

    Boston Management and Research

    Registered investment advisor · Boston, Massachusetts · CRD #104853

    Subsidiary of Eaton Vance Management

    Assets Under Management
    $154.7B
    Client Accounts
    72
    Employees
    203
    CRD Number
    104853
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Boston Management and Research

    A fee-only wealth management firm providing a holistic approach for high net worth families. Institutional level asset management tailored specifically to each client relationship. We coordinate our services with our client's other key professionals to ensure all tax and estate considerations have been addressed.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Boston Management and Research

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Boston Management and Research's AUM?

    Boston Management and Research reports approximately $154.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Boston Management and Research headquartered?

    Boston Management and Research is headquartered in Boston, Massachusetts.

    What is Boston Management and Research's CRD number?

    Boston Management and Research's CRD number is 104853. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Boston Management and Research manage?

    Boston Management and Research manages approximately 72 client accounts according to its latest SEC filing.

    Is Boston Management and Research SEC registered?

    Yes, Boston Management and Research is registered with the SEC as an investment adviser with an approved registration status.

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