Boston Management and Research
● SEC registered since 1993CRD 104853SEC# 801-43127Boston, MA
Ranks #101 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$154.73B
Fund GAV
$72.19B
Private funds
22
Employees
203
Accounts
72
Location
Boston, MA
Boston Management and Research assets under management
Boston Management and Research is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1993. It reports $154.7 billion in regulatory assets under management and employs 203 people. Boston Management and Research manages 22 private funds with combined gross assets of $72.2 billion, including Beldore Capital Fund LLC. By regulatory assets, it ranks 101 of 6,004 private fund managers.
Boston Management and Research private funds
22 funds · $72.19B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Beldore Capital Fund LLC | Other Private | $15.5B | $1M |
| Belgard Capital Fund LLC | Other Private | $14.26B | $1M |
| Belhurst Capital Fund LLC | Other Private | $9.76B | $1M |
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Join to unlock · $37/moBoston Management and Research owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Cordt Huneke Control | Chief Executive Officer & President | Under 5% | 2024 |
| Eaton Vance Management Control | Owns 100% Of Boston Management And Research | Over 75% | 2008 |
| Laura T Donovan | Chief Compliance Officer & Vice President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Boston Management and Research manage?
Boston Management and Research reports $154.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Boston Management and Research manage?
Boston Management and Research manages 22 private funds with combined gross assets of $72.2 billion.
How many employees does Boston Management and Research have?
Boston Management and Research reports 203 employees.
Where is Boston Management and Research located?
Boston Management and Research is based in Boston, MA and has been SEC-registered since 1993.
Does Boston Management and Research disclose fund performance?
Boston Management and Research is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Post Office Square, Boston, MA 02109 |
| Phone | 617-482-8260 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 910820 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$154.73B▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 2%
Larger than 98% of 6,004 private-fund managers
Number of fundsTop 11%
More funds than 89% of fund managers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$154.73Bregulatory AUM
Discretionary $154.73B
Service providers
Auditor
Custodian