DFX Intelligence

B••••••• C•••••• F••• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(7)fund of funds

B••••••• C•••••• F••• L••

advised by BOSTON MANAGEMENT AND RESEARCH

Delaware, United States

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Search this name across graphsid dfx:ria:1a6effcc-10af-a8c4-06b8-012b32a01e9f

Data as of Nov 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 30, 2012 to Nov 15, 2024
48 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B••••••• C•••••• F••• L••

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: BOSTON MANAGEMENT AND RESEARCHCRD 104853
Fund type: PRIVATE INVESTMENT FUND
Latest reported GAV: $966M••• Locked
Peak reported GAV: $1.1B
Beneficial owners: 190
Minimum investment: $1.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
STATE STREET BANK & TRUST COMPANY	STATE STREET BANK & TRUST COMPANY	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← BOSTON MANAGEMENT AND RESEARCHRegistered adviserOther Private Fund, IA
Jan 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a6effcc-10af-a8c4-06b8-012b32a01e9f
First observed: Jan 30, 2012
Last observed: Nov 15, 2024 22 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Nov 15, 2024	$966M	190	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Mar 27, 2024	$966M	190	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 16, 2024	$944M	191	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Dec 8, 2023	$944M	191	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Nov 8, 2023	$944M	191	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Oct 2, 2023	$944M	191	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Aug 24, 2023	$944M	191	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
May 16, 2023	$944M	191	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Mar 31, 2023	$944M	191	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Mar 31, 2022	$1.1B	195	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Nov 2, 2021	$858M	194	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jul 30, 2021	$858M	194	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
May 17, 2021	$858M	194	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Apr 5, 2021	$858M	194	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Mar 30, 2021	$858M	194	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Mar 30, 2021	$858M	194	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 29, 2021	$858M	194	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Nov 10, 2020	$868M	199	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Oct 22, 2020	$868M	199	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Apr 13, 2020	$868M	199	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Feb 29, 2020	$868M	199	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 29, 2020	$868M	199	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Feb 21, 2019	$809M	202	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 30, 2019	$809M	202	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Dec 5, 2018	$846M	209	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Nov 19, 2018	$846M	209	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Sep 25, 2018	$846M	209	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jun 6, 2018	$846M	209	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 31, 2018	$846M	209	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 31, 2017	$893M	214	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 29, 2016	$906M	238	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Dec 18, 2015	$990M	261	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Dec 3, 2015	$990M	261	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Oct 2, 2015	$990M	261	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Aug 7, 2015	$990M	261	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jun 26, 2015	$990M	261	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 30, 2015	$990M	261	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jul 15, 2014	$1000M	313	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
May 15, 2014	$1000M	313	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 29, 2014	$1000M	313	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Nov 8, 2013	$946M	353	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Oct 17, 2013	$946M	353	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Oct 10, 2013	$946M	353	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 30, 2013	$946M	353	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 29, 2013	$946M	353	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Aug 23, 2012	$841M	369	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Mar 19, 2012	$841M	369	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••
Jan 30, 2012	$841M	369	$1.0M	0.0%	yes	B••••••• C•••••• F••• L••