BOSTON MANAGEMENT AND RESEARCH
CRD #104853 SEC #801-43127 BOSTON, MA 617-482-8260
SEC Registered Private Funds
Total AUM
$128.1B
Discretionary
$128.1B
Employees
215
Clients
0
Accounts
73
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $128.1B | $128.1B | $0 | 215 | 0 |
| Mar 2025 | $128.1B | $128.1B | $0 | 215 | 0 |
| Jan 2025 | $111B | $111B | $0 | 225 | 0 |
| Nov 2024 | $111B | $111B | $0 | 225 | 0 |
| Mar 2024 | $111B | $111B | $0 | 225 | 0 |
| Jan 2024 | $106.1B | $106.1B | $0 | 253 | 0 |
| Dec 2023 | $106.1B | $106.1B | $0 | 253 | 0 |
| Nov 2023 | $106.1B | $106.1B | $0 | 253 | 0 |
| Oct 2023 | $106.1B | $106.1B | $0 | 253 | 0 |
| Aug 2023 | $106.1B | $106.1B | $0 | 253 | 0 |
| May 2023 | $106.1B | $106.1B | $0 | 253 | 0 |
| Mar 2023 | $106.1B | $106.1B | $0 | 253 | 0 |
| Mar 2022 | $131B | $131B | $0 | 776 | 0 |
| Nov 2021 | $98.7B | $98.7B | $0 | 866 | 0 |
| Jul 2021 | $98.7B | $98.7B | $0 | 866 | 0 |
| May 2021 | $98.7B | $98.7B | $0 | 866 | 0 |
| Apr 2021 | $98.7B | $98.7B | $0 | 866 | 0 |
| Mar 2021 | $98.7B | $98.7B | $0 | 866 | 0 |
| Jan 2021 | $98.7B | $98.7B | $0 | 866 | 0 |
| Nov 2020 | $93.9B | $93.9B | $0 | 868 | 0 |
| Oct 2020 | $93.9B | $93.9B | $0 | 868 | 0 |
| Apr 2020 | $93.9B | $93.9B | $0 | 868 | 0 |
| Feb 2020 | $93.9B | $93.9B | $0 | 868 | 0 |
| Jan 2020 | $93.9B | $93.9B | $0 | 868 | 0 |
| Feb 2019 | $95.2B | $95.2B | $0 | 842 | 0 |
| Jan 2019 | $95.2B | $95.2B | $0 | 842 | 0 |
| Dec 2018 | $89.6B | $89.5B | $95.3M | 813 | 0 |
| Nov 2018 | $89.6B | $89.5B | $95.3M | 813 | 0 |
| Sep 2018 | $89.6B | $89.5B | $95.3M | 813 | 0 |
| Jun 2018 | $89.6B | $89.5B | $95.3M | 813 | 0 |
| Jan 2018 | $89.6B | $89.5B | $95.3M | 813 | 0 |
| Jan 2017 | $76.9B | $76.9B | $0 | 750 | 100 |
| Jan 2016 | $74.6B | $74.6B | $0 | 750 | 100 |
| Dec 2015 | $77.4B | $77.4B | $0 | 700 | 100 |
| Dec 2015 | $77.4B | $77.4B | $0 | 700 | 100 |
| Oct 2015 | $77.4B | $77.4B | $0 | 700 | 100 |
| Aug 2015 | $77.4B | $77.4B | $0 | 700 | 100 |
| Jun 2015 | $77.4B | $77.4B | $0 | 700 | 100 |
| Jan 2015 | $77.4B | $77.4B | $0 | 700 | 100 |
| Jul 2014 | $84.8B | $84.8B | $0 | 700 | 100 |
| May 2014 | $84.8B | $84.8B | $0 | 700 | 100 |
| Jan 2014 | $84.8B | $84.8B | $0 | 700 | 100 |
| Nov 2013 | $56.8B | $56.8B | $0 | 900 | 26 |
| Oct 2013 | $56.8B | $56.8B | $0 | 900 | 26 |
| Oct 2013 | $56.8B | $56.8B | $0 | 900 | 26 |
| Jan 2013 | $56.8B | $56.8B | $0 | 900 | 26 |
| Jan 2013 | $56.8B | $56.8B | $0 | 900 | 26 |
| Aug 2012 | $60.6B | $60.6B | $0 | 51 | 26 |
| Mar 2012 | $60.6B | $60.6B | $0 | 51 | 26 |
| Jan 2012 | $60.6B | $60.6B | $0 | 51 | 26 |
| Nov 2011 | $62.9B | $62.9B | $0 | 51 | 26 |
| Jan 2011 | $62.9B | $62.9B | $0 | 51 | -- |
| May 2010 | $57.4B | $57.4B | $0 | 51 | -- |
| Apr 2009 | $50.6B | $50.6B | $0 | 51 | -- |
| Dec 2007 | $62.2B | $62.2B | $0 | 51 | -- |
| Nov 2007 | $53.7B | $53.7B | $0 | 51 | -- |
| Apr 2007 | $53.7B | $53.7B | $0 | 51 | -- |
| Mar 2007 | $53.7B | $53.7B | $0 | 51 | -- |
| Mar 2007 | $53.7B | $53.7B | $0 | 51 | -- |
| Dec 2006 | $53.7B | $53.7B | $0 | 51 | -- |
| Feb 2006 | $43.4B | $43.4B | $0 | 51 | -- |
| Dec 2005 | $43.4B | $43.4B | $0 | 51 | -- |
| Dec 2004 | $40.3B | $40.3B | $0 | 51 | -- |
| Jul 2004 | $35.8B | $35.8B | $0 | 51 | -- |
| Apr 2004 | $35.8B | $35.8B | $0 | 51 | -- |
| Apr 2004 | $35.8B | $35.8B | $0 | 51 | -- |
| Dec 2003 | $35.8B | $35.8B | $0 | 51 | -- |
DateJun 2025
Total AUM$128.1B
Discretionary$128.1B
Non-Disc.$0
Employees215
Clients0
DateMar 2025
Total AUM$128.1B
Discretionary$128.1B
Non-Disc.$0
Employees215
Clients0
DateJan 2025
Total AUM$111B
Discretionary$111B
Non-Disc.$0
Employees225
Clients0
DateNov 2024
Total AUM$111B
Discretionary$111B
Non-Disc.$0
Employees225
Clients0
DateMar 2024
Total AUM$111B
Discretionary$111B
Non-Disc.$0
Employees225
Clients0
DateJan 2024
Total AUM$106.1B
Discretionary$106.1B
Non-Disc.$0
Employees253
Clients0
DateDec 2023
Total AUM$106.1B
Discretionary$106.1B
Non-Disc.$0
Employees253
Clients0
DateNov 2023
Total AUM$106.1B
Discretionary$106.1B
Non-Disc.$0
Employees253
Clients0
DateOct 2023
Total AUM$106.1B
Discretionary$106.1B
Non-Disc.$0
Employees253
Clients0
DateAug 2023
Total AUM$106.1B
Discretionary$106.1B
Non-Disc.$0
Employees253
Clients0
DateMay 2023
Total AUM$106.1B
Discretionary$106.1B
Non-Disc.$0
Employees253
Clients0
DateMar 2023
Total AUM$106.1B
Discretionary$106.1B
Non-Disc.$0
Employees253
Clients0
DateMar 2022
Total AUM$131B
Discretionary$131B
Non-Disc.$0
Employees776
Clients0
DateNov 2021
Total AUM$98.7B
Discretionary$98.7B
Non-Disc.$0
Employees866
Clients0
DateJul 2021
Total AUM$98.7B
Discretionary$98.7B
Non-Disc.$0
Employees866
Clients0
DateMay 2021
Total AUM$98.7B
Discretionary$98.7B
Non-Disc.$0
Employees866
Clients0
DateApr 2021
Total AUM$98.7B
Discretionary$98.7B
Non-Disc.$0
Employees866
Clients0
DateMar 2021
Total AUM$98.7B
Discretionary$98.7B
Non-Disc.$0
Employees866
Clients0
DateJan 2021
Total AUM$98.7B
Discretionary$98.7B
Non-Disc.$0
Employees866
Clients0
DateNov 2020
Total AUM$93.9B
Discretionary$93.9B
Non-Disc.$0
Employees868
Clients0
DateOct 2020
Total AUM$93.9B
Discretionary$93.9B
Non-Disc.$0
Employees868
Clients0
DateApr 2020
Total AUM$93.9B
Discretionary$93.9B
Non-Disc.$0
Employees868
Clients0
DateFeb 2020
Total AUM$93.9B
Discretionary$93.9B
Non-Disc.$0
Employees868
Clients0
DateJan 2020
Total AUM$93.9B
Discretionary$93.9B
Non-Disc.$0
Employees868
Clients0
DateFeb 2019
Total AUM$95.2B
Discretionary$95.2B
Non-Disc.$0
Employees842
Clients0
DateJan 2019
Total AUM$95.2B
Discretionary$95.2B
Non-Disc.$0
Employees842
Clients0
DateDec 2018
Total AUM$89.6B
Discretionary$89.5B
Non-Disc.$95.3M
Employees813
Clients0
DateNov 2018
Total AUM$89.6B
Discretionary$89.5B
Non-Disc.$95.3M
Employees813
Clients0
DateSep 2018
Total AUM$89.6B
Discretionary$89.5B
Non-Disc.$95.3M
Employees813
Clients0
DateJun 2018
Total AUM$89.6B
Discretionary$89.5B
Non-Disc.$95.3M
Employees813
Clients0
DateJan 2018
Total AUM$89.6B
Discretionary$89.5B
Non-Disc.$95.3M
Employees813
Clients0
DateJan 2017
Total AUM$76.9B
Discretionary$76.9B
Non-Disc.$0
Employees750
Clients100
DateJan 2016
Total AUM$74.6B
Discretionary$74.6B
Non-Disc.$0
Employees750
Clients100
DateDec 2015
Total AUM$77.4B
Discretionary$77.4B
Non-Disc.$0
Employees700
Clients100
DateDec 2015
Total AUM$77.4B
Discretionary$77.4B
Non-Disc.$0
Employees700
Clients100
DateOct 2015
Total AUM$77.4B
Discretionary$77.4B
Non-Disc.$0
Employees700
Clients100
DateAug 2015
Total AUM$77.4B
Discretionary$77.4B
Non-Disc.$0
Employees700
Clients100
DateJun 2015
Total AUM$77.4B
Discretionary$77.4B
Non-Disc.$0
Employees700
Clients100
DateJan 2015
Total AUM$77.4B
Discretionary$77.4B
Non-Disc.$0
Employees700
Clients100
DateJul 2014
Total AUM$84.8B
Discretionary$84.8B
Non-Disc.$0
Employees700
Clients100
DateMay 2014
Total AUM$84.8B
Discretionary$84.8B
Non-Disc.$0
Employees700
Clients100
DateJan 2014
Total AUM$84.8B
Discretionary$84.8B
Non-Disc.$0
Employees700
Clients100
DateNov 2013
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees900
Clients26
DateOct 2013
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees900
Clients26
DateOct 2013
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees900
Clients26
DateJan 2013
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees900
Clients26
DateJan 2013
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees900
Clients26
DateAug 2012
Total AUM$60.6B
Discretionary$60.6B
Non-Disc.$0
Employees51
Clients26
DateMar 2012
Total AUM$60.6B
Discretionary$60.6B
Non-Disc.$0
Employees51
Clients26
DateJan 2012
Total AUM$60.6B
Discretionary$60.6B
Non-Disc.$0
Employees51
Clients26
DateNov 2011
Total AUM$62.9B
Discretionary$62.9B
Non-Disc.$0
Employees51
Clients26
DateJan 2011
Total AUM$62.9B
Discretionary$62.9B
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$57.4B
Discretionary$57.4B
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$50.6B
Discretionary$50.6B
Non-Disc.$0
Employees51
Clients--
DateDec 2007
Total AUM$62.2B
Discretionary$62.2B
Non-Disc.$0
Employees51
Clients--
DateNov 2007
Total AUM$53.7B
Discretionary$53.7B
Non-Disc.$0
Employees51
Clients--
DateApr 2007
Total AUM$53.7B
Discretionary$53.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$53.7B
Discretionary$53.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$53.7B
Discretionary$53.7B
Non-Disc.$0
Employees51
Clients--
DateDec 2006
Total AUM$53.7B
Discretionary$53.7B
Non-Disc.$0
Employees51
Clients--
DateFeb 2006
Total AUM$43.4B
Discretionary$43.4B
Non-Disc.$0
Employees51
Clients--
DateDec 2005
Total AUM$43.4B
Discretionary$43.4B
Non-Disc.$0
Employees51
Clients--
DateDec 2004
Total AUM$40.3B
Discretionary$40.3B
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees51
Clients--
DateApr 2004
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees51
Clients--
DateApr 2004
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees51
Clients--