Wealth Manager
    SEC Registered

    Boston Partners

    Registered investment advisor · Boston, Massachusetts · CRD #124982

    Assets Under Management
    $116.2B
    Client Accounts
    6,982
    Employees
    185
    CRD Number
    124982
    Registration
    SEC Registered
    Custodian
    The Bank Of New York Mellon Corporation, The Northern Trust Company, State Street Bank & Trust Co

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

    About Boston Partners

    Boston Partners is a value-focused equity investment manager established in 1995. The firm manages over $125.8 billion in assets as of September 30, 2025, serving both institutional and individual investors globally. Headquartered in Boston, it has four additional offices worldwide and employs 193 people. Since 2013, Boston Partners has been owned by Orix Corporation, a Japanese financial conglomerate, while maintaining its operational independence. The firm utilizes a "Three Circle approach" t

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Boston Partners

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    Frequently Asked Questions

    What is Boston Partners's AUM?

    Boston Partners reports approximately $116.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Boston Partners headquartered?

    Boston Partners is headquartered in Boston, Massachusetts.

    What is Boston Partners's CRD number?

    Boston Partners's CRD number is 124982. 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 Partners manage?

    Boston Partners manages approximately 6,982 client accounts according to its latest SEC filing.

    Is Boston Partners SEC registered?

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

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