Clients
Boston Management and Research serves 72 clients, 49 of them investment companies. The average client has about $2.15 billion with the firm.
- Investment companies49 clients53%
- Pooled investment vehicles23 clients47%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 49 | $82,515,131,545 | 53.3% | $1.68B |
| Pooled investment vehicles | 23 | $72,213,048,952 | 46.7% | $3.14B |
| Total | 72 | $154,728,180,497 | 100% | $2.15B |
- Clients
- 49
- Regulatory AUM
- $82,515,131,545
- Share
- 53.3%
- Avg. per client
- $1.68B
- Clients
- 23
- Regulatory AUM
- $72,213,048,952
- Share
- 46.7%
- Avg. per client
- $3.14B
Total
- Clients
- 72
- Regulatory AUM
- $154,728,180,497
- Share
- 100%
- Avg. per client
- $2.15B
What it does
Boston Management and Research provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers. It is paid through a percentage of assets and other arrangements.
Boston Management and Research provided financial planning to 0 clients last fiscal year and advises 22 private funds.
100.0% of assets ($154.73B across 72 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Boston Management and Research has custody of client assets.
- All other custodians$154.73B100%
Ownership and leadership
Eaton Vance Management owns 75% or more of Boston Management and Research, and Benjamin Huneke is its CEO.
- Owns 75% or more of Boston Management and Research
Eaton Vance Management
Control person · since May 2008
- Owns 75% or more of Eaton Vance Management
Morgan Stanley Capital Management, LLC
Control person · since August 2023
- Owns 75% or more of Morgan Stanley Capital Management, LLC
Morgan Stanley
Control person · since October 2002
Leadership
- Benjamin HunekeChief Executive Officer & President
- Lisa Buhain WinslowChief Administrative Officer & Vice President
- Laura DonovanChief Compliance Officer & Vice President
Staff
- 203 employees
- 144 in advisory functions
- 1 state-registered rep
- 14 broker-dealer reps
- 1 soliciting firm
Fees
Boston Management and Research is paid through a percentage of assets under management and other.
Boston Management and Research’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Boston Management and Research has 3 offices, with 3 listed addresses across 3 states.
District of Columbia · 1 listed address
- 2050 M Street NW, Washington
Massachusetts · 1 listed address
- One Post Office Square, BostonHQ
New York · 1 listed address
- 1585 Broadway, New York
Registration details
- Legal name
- Boston Management and Research
- Headquarters
- One Post Office Square, Boston, MA 02109
- Phone
- 617-482-8260
- Website
- Not reported
- SEC file
- 801-43127
- Structure
- Massachusetts other (specify)
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Boston Management and Research have?
Boston Management and Research has 72 clients and manages $154.7 billion for them, as of March 2026. They include 49 investment companies and 23 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 March 2026
What services does Boston Management and Research offer?
Boston Management and Research provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Boston Management and Research have?
Boston Management and Research has 1 investment adviser representatives registered with state securities authorities, out of 203 employees, and 144 perform investment advisory functions. 14 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Boston Management and Research?
Boston Management and Research is owned through a chain of holding companies by Morgan Stanley. Its direct owner is Eaton Vance Management (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 March 2026
How does Boston Management and Research get paid?
Boston Management and Research is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file