{"url":"https://nivawealth.com/firms/boston-management-and-research-104853","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104853","regulatoryAum":154728180497,"crd":"104853","secFileNumber":"801-43127","legalName":"Boston Management and Research","displayName":"Boston Management and Research","website":null,"founded":null,"organization":"Massachusetts other (specify)","fiscalYearEnd":"December","headquarters":{"street":"One Post Office Square","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02109"},"tradeNames":[],"registration":{"secApproved":"21 January 1993","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":203,"advisory":144,"brokerDealerReps":14,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":154728180497,"discretionaryAccounts":72,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":49,"regulatoryAum":82515131545},{"label":"Pooled investment vehicles","clients":23,"regulatoryAum":72213048952}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Boston Management and Research has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Benjamin Huneke","title":"Chief Executive Officer & President","crd":"2796985"},{"name":"Lisa Buhain Winslow","title":"Chief Administrative Officer & Vice President","crd":"4507020"},{"name":"Laura Donovan","title":"Chief Compliance Officer & Vice President","crd":"4609118"}],"ownership":[{"label":"Eaton Vance Management","detail":"Owns 100% of boston management and research in the 75% or more ownership band and a control person, since May 2008."},{"label":"Morgan Stanley","detail":"Indirect owner: a member of Morgan Stanley Capital Management, LLC in the 75% or more band and a control person, since October 2002.","parent":"Morgan Stanley Capital Management, LLC"},{"label":"Morgan Stanley Capital Management, LLC","detail":"Indirect owner: a holds 100% of eaton vance management of Eaton Vance Management in the 75% or more band and a control person, since August 2023.","parent":"Eaton Vance Management"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"District of Columbia","offices":1,"addresses":[{"street":"2050 M Street NW","city":"Washington"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"One Post Office Square","city":"Boston","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"1585 Broadway","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-482-8260","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":22},"sources":{"adv1FilingDate":"29 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/104853/PDF/104853.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Boston Management and Research have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Boston Management and Research offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Boston Management and Research have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Boston Management and Research?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Boston Management and Research get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}