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Boston Partners Global Investors

SEC-registered adviser since 2003Boston, MACRD 124982

$116.2B
AUM
6,982
Clients
See fees
Fee
59
Advisory staff

From Form ADV filed 18 June 2026 · data retrieved 15 October 2026SEC record

Boston Partners Global Investors is an investment adviser headquartered in Boston, Massachusetts, and registered with the SEC since 2003. Its clients include investment companies, pooled investment vehicles and other clients. High-net-worth individuals account for 0% of its regulatory assets under management.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. Oce US Holding, Inc. owns 75% or more of Boston Partners Global Investors, and Joseph Feeney is its CEO.

Clients

Boston Partners Global Investors serves 6,982 clients, 6,680 of them other clients. The average client has about $17 million with the firm, and high-net-worth clients hold 0% of its $116.2 billion in assets.

Regulatory assets by client type
  • Investment companies15 clients50%
  • Pooled investment vehicles11 clients18%
  • Pension and profit-sharing plans73 clients7%
  • State or municipal government entities37 clients5%
  • Other6,680 clients14%
  • OtherHigh-net-worth individuals, Charitable organizations, Insurance companies, Sovereign wealth funds and foreign official institutions, Corporations and other businesses6%
Show client breakdown
High-net-worth individuals
Clients
101
Regulatory AUM
$490,643,422
Share
0.4%
Avg. per client
$4.86M
Investment companies
Clients
15
Regulatory AUM
$58,409,812,391
Share
50.3%
Avg. per client
$3.89B
Pooled investment vehicles
Clients
11
Regulatory AUM
$20,668,406,561
Share
17.8%
Avg. per client
$1.88B
Pension and profit-sharing plans
Clients
73
Regulatory AUM
$8,515,728,187
Share
7.3%
Avg. per client
$116.7M
Charitable organizations
Clients
27
Regulatory AUM
$642,836,762
Share
0.6%
Avg. per client
$23.8M
State or municipal government entities
Clients
37
Regulatory AUM
$5,951,779,046
Share
5.1%
Avg. per client
$160.9M
Insurance companies
Clients
9
Regulatory AUM
$2,144,200,236
Share
1.8%
Avg. per client
$238.2M
Sovereign wealth funds and foreign official institutions
Clients
2
Regulatory AUM
$1,749,886,487
Share
1.5%
Avg. per client
$874.9M
Corporations and other businesses
Clients
27
Regulatory AUM
$1,908,576,480
Share
1.6%
Avg. per client
$70.7M
Other
Clients
6,680
Regulatory AUM
$15,683,848,676
Share
13.5%
Avg. per client
$2.35M

Total

Clients
6,982
Regulatory AUM
$116,165,718,248
Share
100%
Avg. per client
$16.6M

What it does

Boston Partners Global Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.

Boston Partners Global Investors advises 4 private funds.

89.6% of assets ($104.04B across 6,954 accounts) are managed with discretion; $12.13B across 28 accounts are not. $14.99B sits in a wrap fee program the firm both sponsors and manages. 20% of clients are outside the U.S., and 22 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks98%
  • Cash2%

Custodians

Boston Partners Global Investors’ client accounts are held mainly at The Bank of New York Mellon, with 5% of managed assets, and The Northern Trust, with 5%. Boston Partners Global Investors has custody of $2.34B for 7 clients.

Managed account assets by custodian
  • The Bank of New York MellonThe Bank of New York Mellon Corporation · Wilmington, DE · $6.01B5%
  • The Northern TrustThe Northern Trust Company · Chicago, IL · $5.31B5%
  • All other custodians$104.85B90%

Ownership and leadership

Oce US Holding, Inc. owns 75% or more of Boston Partners Global Investors, and Joseph Feeney is its CEO.

Who owns the firm
Boston Partners Global Investors, Inc.· the adviser

  • Oce US Holding, Inc.

    Control person · since January 2006

    Owns 75% or more of Boston Partners Global Investors, Inc.

Leadership

  • Joseph Feeney
    Chief Executive Officer & Director
  • Greg Varner
    Chief Financial Officer & Treasurer
  • Mark Kuzminskas
    Chief Operating Officer
  • Kristen McDonough
    Chief Compliance Officer
  • William Butterly
    General Counsel, Director of Sustainability & Engagement, & Secretary
  • Mark Donovan
    Director
  • Kiyoshi Habiro
    Director
  • Stan Koyanagi
    Director
  • Gilbert Van Hassel
    Director
  • David Van Hooser
    Director

Staff

  • 185 employees
  • 59 in advisory functions
  • 34 broker-dealer reps
  • 5 soliciting firms

Reported holdings

Boston Partners Global Investors’ reported 13F holdings total $112.57B across 802 positions, and the ten largest make up 15.5% of it.

$112.57B
Reported 13F value
802
Positions
15.5%
In the 10 largest
+17.9%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Amazon Com Inc.2.7%
  2. JPMORGAN Chase & CO2.1%
  3. US Foods Hldg Corp.1.7%
  4. Applied Matls Inc.1.7%
  5. Flex Ltd1.2%
  6. Cencora Inc.1.2%
  7. Crh PLC1.2%
  8. Micron Technology Inc.1.2%
  9. Dell Technologies Inc. · CL C1.2%
  10. Microchip Technology Inc..1.2%

Together, the ten largest are 15.5% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 4 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $112.57B is not its $116.17B in regulatory assets and does not represent any individual client's portfolio.

Fees

Boston Partners Global Investors is paid through a percentage of assets under management and performance-based fees.

Boston Partners Global Investors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Boston Partners Global Investors has 3 offices, with 4 listed addresses across 3 states.

Listed office addresses by state

Massachusetts · 1 listed address

  • 1 Beacon Street, 30th Floor, BostonHQ

Other business names

Boston Partners Global Investors has reported 2 other business names to the SEC.

  • Boston Partners
  • Boston Partners Private Wealth

Registration details

Legal name
Boston Partners Global Investors, Inc.
Headquarters
1 Beacon Street, 30th Floor, Boston, MA 02108
Phone
617-832-8200
Website
www.bostonpartners.com
SEC file
801-61786
Structure
Delaware corporation
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 Partners Global Investors have?

Boston Partners Global Investors has 6,982 clients and manages $116.2 billion for them, as of June 2026. They include 6,680 other clients, 101 high-net-worth individuals and 73 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026

What services does Boston Partners Global Investors offer?

Boston Partners Global Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Boston Partners Global Investors use?

Boston Partners Global Investors’ separately managed account assets are held at The Bank of New York Mellon Corporation (Wilmington, DE), with $6,006,695,566 and The Northern Trust Company (Chicago, IL), with $5,311,867,793. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026

How many financial advisors does Boston Partners Global Investors have?

Boston Partners Global Investors has 0 investment adviser representatives registered with state securities authorities, out of 185 employees, and 59 perform investment advisory functions. 34 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

What does Boston Partners Global Investors invest in?

At the end of its last fiscal year, Boston Partners Global Investors’ separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises 4 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Boston Partners Global Investors?

Boston Partners Global Investors is owned through a chain of holding companies by Orix Corporation. Its direct owner is Oce US Holding, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 18 June 2026

How does Boston Partners Global Investors get paid?

Boston Partners Global Investors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 18 June 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 124982.
  3. Form 13F-HR, filed 4 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Boston Partners Global Investors, Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.