SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Boston Partners
Boston, MA
Boston Partners Global Investors, Inc., CRD 124982
Firm filing updated June 18, 2026 ·
- $116.2BAssets
- 6,982Clients
- 59Advisory staff
- 6,982Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals101
- Pension and profit sharing plans73
- State or municipal government entities (including government pension plans)37
- Charities27
- Corporations or other businesses27
- and 4 more37
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 101 | $490.6 million |
| Investment companies | 15 | $58.4 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $20.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 73 | $8.5 billion |
| Charitable organizations | 27 | $642.8 million |
| State or municipal government entities (including government pension plans) | 37 | $6.0 billion |
| Insurance companies | 9 | $2.1 billion |
| Sovereign wealth funds and foreign official institutions | 2 | $1.7 billion |
| Corporations or other businesses not listed above | 27 | $1.9 billion |
| Other: "SMAS & UMAS & HEALTH & WELFARE" | 6,680 | $15.7 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$116.2 billion
- Accounts6,982
- Discretionary$104.0 billion · 6,954 accounts
- Non-discretionary$12.1 billion · 28 accounts
People
- Employees185
- Advisory staff59
- Broker-dealer reps34
- Licensed insurance agents0
Registration details
- Legal name: Boston Partners Global Investors, Inc. SEC-registered investment advisor. CRD 124982, SEC file 801-61786.
- Registered with the SEC as an investment advisor (status date on record: February 19, 2003).
Is Boston Partners a fiduciary?
Short answer: Boston Partners is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 34 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.