Boston Partners
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Overview
Boston Partners operates as a financial advisor company located in Boston, Massachusetts. It administers $84.6 billion in assets under management over 5,968 accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). The firm has a large team, including 41 financial advisors. Boston Partners does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, options and stocks.
Boston Partners oversees the majority of its accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments without needing to seek the customer's permission. The firm also manages 21 non-discretionary accounts totaling $6.1 billion in assets under management. The company's average account size is $14.2 million. An average financial advisor at Boston Partners oversees around 146 client accounts.
The company's central office is located at 1 Beacon Street, Boston, Massachusetts 2108. The company is allowed to provide services to clients across 21 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Boston Partners by the Numbers
$84.6 billion
156
5,968
$14.2 million
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. Fees charged by the company likely include the following fee types: asset-based or performance-based. The company participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a broad range of investors. The firm provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, corporations and other. Out of its 5,968 clients, Boston Partners's biggest client type is other, though it also serves 24 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 21% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0.4%
- Other Individuals - 0%
- Corporations - 99.33%
- Charitable Organizations - 0.27%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Boston Partners does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Boston Partners
Greenbrae, CA
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