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CRD 121942
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES MICHAEL MCCARTHY | Chartered Financial Analyst | BOSTON, MA | 4 | 23 | n/a | no |
| Mark Patrick Lewis | Chartered Financial Analyst | BOSTON, MA | 4 | 13 | n/a | no |
| SCOTT REED PETERSON | Chartered Financial Analyst | BOSTON, MA | 3 | 13 | n/a | no |
| Christopher Ryan Lackey | Chartered Financial Analyst | BOSTON, MA | 3 | 12 | n/a | no |
| Joseph Stephen Pasquale | Chartered Financial Analyst | BOSTON, MA | 3 | 11 | n/a | no |
| DANIEL JOHN FASCIANO | Chartered Financial Analyst | BOSTON, MA | 2 | 27 | 1 | no |
| Chad E O'Neil | n/a | BOSTON, MA | 1 | 10 | 1 | yes |
| Matthew Theodore Shumaker | Certified Financial Planner | BOSTON, MA | 1 | 13 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GW&K INTERNATIONAL SMALL CAP FUND II, L.P. | Hedge Fund | $75.7M | Mar 26, 2026 | 40 | Mar 28, 2018 | reported | 021-1699243 |
| GW&K INTERNATIONAL SMALL CAP FUND, L.P. | Hedge Fund | $66.2M | Mar 26, 2026 | 76 | Mar 30, 2015 | reported | 021-230091 |
| GW&K LONG TERM INTERNATIONAL SMALL CAP FUND, L.P. | Hedge Fund | $29.1M | Mar 26, 2026 | 51 | Mar 26, 2021 | reported | 021-378429 |
| INTERNATIONAL LP I | Hedge Fund | $2.8M | Mar 29, 2023 | 4 | Mar 30, 2012 | dropped | 021-101658 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARE, MICHAEL, JASON | President | Na | yes | 03/2026 | Mar 26, 2026 | Mar 26, 2026 |
| KOTLER, HAROLD, GILBERT | FOUNDER- CHAIRMAN | Na | yes | 06/2022 | Mar 26, 2026 | Mar 26, 2026 |
| POWERS, THOMAS, F X | CHIEF EXECUTIVE OFFICER | A | yes | 06/2022 | Mar 26, 2026 | Mar 26, 2026 |
| AFFILIATED MANAGERS GROUP, INC. | MANAGER AND SOLE MEMBER | E | yes | 06/2014 | Mar 30, 2012 | Mar 27, 2024 |
| AMG GWK HOLDINGS, LLC | MANAGER AND SERIES A MEMBER | E | yes | 09/2014 | Mar 30, 2015 | Mar 27, 2024 |
| ROBERTS, III, THOMAS, WILLIAMS | CO-CHIEF EXECUTIVE OFFICER | A | yes | 06/2022 | Mar 30, 2012 | Mar 27, 2024 |
| AMG BOSTON HOLDINGS, LLC | MANAGER MEMBER | D | no | 10/2008 | Mar 26, 2026 | Mar 26, 2026 |
| MAGUIRE, BRIAN, TIMOTHY | CHIEF FINANCIAL OFFICER | Na | no | 01/2025 | Mar 26, 2026 | Mar 26, 2026 |
| ROUSE, DAVID, JOHN | CHIEF COMPLIANCE OFFICER | Na | no | 03/2021 | Mar 26, 2026 | Mar 26, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AMG FUNDS LLC | n/a | Asset manager | $18B | N | yes | n/a |
| AMG DISTRIBUTORS, INC. | n/a | n/a | n/a | N | yes | n/a |
| GW&K INVESTMENT MANAGEMENT GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| WINTER PARK | FL | United States | 3 | no |
| NEW YORK | NY | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $53B | $53B | 177 | 63 | 0 | 3 | n/a |
| 2024 | Mar 27, 2025 | $53B | $53B | 180 | 68 | 0 | 3 | n/a |
| 2023 | Mar 27, 2024 | $51B | $51B | 181 | 54 | 2 | 3 | $157M |
| 2022 | Mar 29, 2023 | $47B | $47B | 184 | 59 | 2 | 4 | $128M |
| 2021 | Mar 31, 2022 | $55B | $55B | 175 | 59 | 2 | 4 | $181M |
| 2020 | Mar 26, 2021 | $51B | $51B | 155 | 56 | 2 | 4 | $177M |
| 2019 | Mar 26, 2020 | $43B | $43B | 152 | 56 | 2 | 3 | $127M |
| 2018 | Mar 28, 2019 | $37B | $37B | 148 | 54 | 2 | 3 | $113M |
| 2017 | Mar 28, 2018 | $37B | $37B | 130 | 41 | 0 | 2 | $102M |
| 2016 | Mar 30, 2017 | $32B | $32B | 117 | 43 | n/a | 1 | $35.8M |
| 2015 | Mar 21, 2016 | $27B | $27B | 113 | 39 | n/a | 1 | $17.7M |
| 2014 | Mar 30, 2015 | $23B | $23B | 108 | 34 | n/a | 1 | $2.2M |
| 2013 | Mar 14, 2014 | $20B | $19B | 101 | 33 | n/a | n/a | n/a |
| 2012 | Mar 15, 2013 | $17B | $17B | 95 | 30 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $13B | $13B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 2 | -2 | 25.0% | 0 | 0 | 0 | 4 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $53B | $53B | -0.3% | $47B | 4.1% | 177 | 180 | 0 | 0 |