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Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

BOSTON PARTNERS

BOSTON PARTNERS GLOBAL INVESTORS, INC., CRD 124982

BOSTON, MA

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Search this name across graphsid dfx:ria:bebaf2cf-3454-5a9f-4831-7f716dfe5642

Data as of Jun 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 7
On other graphs: 0
Observed: Feb 22, 2012 to Jun 18, 2026
54 observations

Across DFX

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.

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.68 institutional_share=0.16 related_bd=true related_bank=true bd_reps=34.0
Regulatory AUM: $116BItem 5.F on the latest filing (2026-06-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $104B
Private client RAUM: $491MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 185
Advisory employees: 59
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 6,982
High net worth clients: 101
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $2.3B
SEC number: 801-61786
CIK: 1386060
CRD: 124982
Filings on the tape: 54
First filed: Feb 22, 2012
Latest filed: Jun 18, 2026
Organised: Corporation, DE
Website: bostonpartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ROBECO TRANSTREND DIVERSIFIED FUND, L.L.C.	Hedge Fund	$733M	Apr 17, 2012	74	Feb 22, 2012	dropped	021-117616
ROBECO GLOBAL EMERGING MARKETS EQUITY FUND	Other Private Fund	$186M	Oct 28, 2016	8	Feb 22, 2012	dropped	021-102257
BOSTON PARTNERS LONG/SHORT EQUITY, L.P.	Hedge Fund	$141M	Nov 5, 2024	9	Feb 22, 2012	reported	021-76867
BOSTON PARTNERS GLOBAL EQUITY FUND	Other Private Fund	$85.2M	Nov 5, 2024	5	Feb 22, 2012	reported	021-102257
BOSTON PARTNERS INTERNATIONAL EQUITY FUND	Other Private Fund	$83.3M	Nov 5, 2024	7	Feb 22, 2012	reported	021-102257
ROBECOSAM SUSTAINABLE WATER PORTFOLIO	Other Private Fund	$77.6M	Oct 28, 2016	8	Feb 22, 2012	dropped	021-102257
ROBECO WPG LARGE CAP DISCIPLINED EQUITY FUND	Other Private Fund	$66.4M	Mar 5, 2013	5	Feb 22, 2012	dropped	021-102257
ALPHA BLUE CAPITAL L.P.	Hedge Fund	$47.4M	May 5, 2022	2	Feb 22, 2012	dropped	021-155200
WPG PARTNERS OPPORTUNISTIC VALUE FUND, L.P.	Hedge Fund	$31.0M	Nov 5, 2024	23	Feb 22, 2012	reported	021-128688
ROBECOSAM SMART ENERGY PORTFOLIO	Other Private Fund	$23.7M	Oct 28, 2016	2	Feb 22, 2012	dropped	021-102257
ROBECO WPG MID CAP DISCIPLINED EQUITY FUND	Other Private Fund	$23.3M	Mar 5, 2013	3	Feb 22, 2012	dropped	021-102257
ROBECO EMERGING CONSERVATIVE EQUITIES DST	Other Private Fund	$22.4M	Jun 6, 2018	1	Jul 8, 2013	dropped	021-102257
ROBECO BOSTON PARTNERS 130/30 LARGE CAP VALUE FUND	Other Private Fund	$17.6M	Apr 17, 2012	1	Feb 22, 2012	dropped	021-102257
BOSTON PARTNERS SELECT EQUITY DST	Other Private Fund	$5.1M	Oct 20, 2020	3	Jul 26, 2019	dropped	021-102257
BOSTON PARTNERS LONG-SHORT GLOBAL FUND	Other Private Fund	$0	Feb 24, 2017	0	Jul 8, 2013	dropped	021-102257
WPG PARTNERS MICRO CAP OPPORTUNITIES DST	Other Private Fund	$0	Nov 17, 2016	0	Jan 23, 2014	dropped	021-102257
ROBECO GLOBAL EMERGING MARKETS QUANT FUND	Other Private Fund	$0	Nov 17, 2016	0	Feb 22, 2012	dropped	021-102257
SAM SUSTAINABLE WATER EVOLUTION PORTFOLIO	Other Private Fund	$0	Apr 17, 2012	0	Feb 22, 2012	dropped	021-102257

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUTTERLY, WILLIAM, GEORGE	GENERAL COUNSEL, DIRECTOR OF SUSTAINABILITY & ENGAGEMENT, & SECRETARY	Na	yes	07/2008	Feb 22, 2012	Nov 5, 2024
DONOVAN, MARK, EDWARD	Director	Na	yes	09/2016	Feb 22, 2012	Nov 5, 2024
FEENEY, JOSEPH, FRANCIS	CHIEF EXECUTIVE OFFICER & DIRECTOR	Na	yes	07/2008	Feb 22, 2012	Nov 5, 2024
FINLEY, JEFFREY, ALLEN	Director	Na	yes	01/2021	Mar 10, 2021	Nov 5, 2024
HABIRO, KIYOSHI, NMN	Director	Na	yes	07/2024	Jul 29, 2024	Nov 5, 2024
KOYANAGI, STAN, HIROTO	Director	Na	yes	02/2018	Mar 15, 2018	Nov 5, 2024
KUZMINSKAS, MARK, STEPHEN	CHIEF OPERATING OFFICER	Na	yes	09/2019	Jan 3, 2020	Nov 5, 2024
LENGIEZA, KENNETH, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	06/2018	Jun 6, 2018	Nov 5, 2024
OCE US HOLDING B.V.	SOLE SHAREHOLDER	E	yes	11/2014	Mar 10, 2021	Nov 5, 2024
OCE US HOLDING, INC.	SOLE SHAREHOLDER	E	yes	01/2006	Mar 14, 2019	Nov 5, 2024
ORIX CORPORATION	SOLE SHAREHOLDER	E	yes	07/2013	Jul 8, 2013	Nov 5, 2024
ORIX CORPORATION EUROPE N.V.	SOLE SHAREHOLDER	E	yes	11/2014	Mar 15, 2018	Nov 5, 2024
VAN HASSEL, GILBERT, ODILON	Director	Na	yes	05/2022	May 5, 2022	Nov 5, 2024
VAN HOOSER, DAVID, GORDON	Director	Na	yes	06/2017	Jun 29, 2017	Nov 5, 2024
VARNER, GREG, ALLAN	CHIEF FINANCIAL OFFICER & TREASURER	Na	yes	05/2017	Jun 29, 2017	Nov 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HARBOR CAPITAL ADVISORS, INC.	n/a	Asset manager	$68B	N	yes	n/a
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC	n/a	Other adviser	$4.8B	N	yes	n/a
BOSTON PARTNERS (UK) LIMITED	n/a	n/a	n/a	Y	yes	n/a
BOSTON PARTNERS SECURITIES, L.L.C.	n/a	n/a	n/a	Y	yes	n/a
BOSTON PARTNERS TRUST COMPANY	n/a	n/a	n/a	Y	yes	n/a
ROBECO INSTITUTIONAL ASSET MANAGEMENT, B.V.	n/a	n/a	n/a	N	yes	n/a
TRANSTREND B.V.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	6	yes
Greenbrae	CA	United States	4	yes
LOS ANGELES	CA	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$116B	$104B	185	59	3	4	n/a
2024	Mar 13, 2025	$98B	$89B	181	56	3	4	n/a
2023	Mar 7, 2024	$90B	$82B	167	55	3	4	$340M
2022	Mar 13, 2023	$85B	$78B	156	41	3	4	$344M
2021	Mar 4, 2022	$92B	$85B	160	60	3	5	$375M
2020	Mar 10, 2021	$74B	$67B	155	56	3	5	$287M
2019	Feb 21, 2020	$88B	$81B	157	59	3	6	$424M
2018	Mar 14, 2019	$89B	$82B	152	65	3	5	$424M
2017	Mar 15, 2018	$101B	$95B	148	62	3	6	$442M
2016	Feb 24, 2017	$88B	$83B	143	61	n/a	7	$311M
2015	Mar 4, 2016	$79B	$76B	146	51	n/a	12	$505M
2014	Mar 13, 2015	$74B	$71B	136	50	n/a	12	$688M
2013	Feb 21, 2014	$53B	$53B	126	45	n/a	12	$946M
2012	Mar 5, 2013	$30B	$30B	125	47	n/a	11	$919M
2011	Feb 22, 2012	$22B	$22B	n/a	n/a	n/a	14	$1.5B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$116B	$98B	18.1%	$85B	11.2%	185	181	3	3

Relationships

Affiliated with (5)

← HARBOR CAPITAL ADVISORS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ ROBECO INSTITUTIONAL ASSET MANAGEMENT US INCRegistered adviserother investment adviser, common control
factForm ADV
→ HARBOR CAPITAL ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
← ROBECO INSTITUTIONAL ASSET MANAGEMENT US INCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← ROBECOSAM USA, INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (18)

→ BOSTON PARTNERS GLOBAL EQUITY FUNDPrivate fundOther Private Fund, IA
Feb 22, 2012 to presentfactForm ADV
→ BOSTON PARTNERS INTERNATIONAL EQUITY FUNDPrivate fundOther Private Fund, IA
Feb 22, 2012 to presentfactForm ADV
→ BOSTON PARTNERS LONG/SHORT EQUITY, L.P.Private fundHedge Fund, IA
Feb 22, 2012 to presentfactForm ADV
→ WPG PARTNERS OPPORTUNISTIC VALUE FUND, L.P.Private fundHedge Fund, IA
Feb 22, 2012 to presentfactForm ADV
→ ALPHA BLUE CAPITAL L.P.Private fundHedge Fund, IA, no longer reported
Feb 22, 2012 to May 5, 2022factForm ADV
→ BOSTON PARTNERS SELECT EQUITY DSTPrivate fundOther Private Fund, IA, no longer reported
Jul 26, 2019 to Oct 20, 2020factForm ADV
→ ROBECO EMERGING CONSERVATIVE EQUITIES DSTPrivate fundOther Private Fund, IA, no longer reported
Jul 8, 2013 to Jun 6, 2018factForm ADV
→ BOSTON PARTNERS LONG-SHORT GLOBAL FUNDPrivate fundOther Private Fund, IA, no longer reported
Jul 8, 2013 to Feb 24, 2017factForm ADV
→ ROBECO GLOBAL EMERGING MARKETS QUANT FUNDPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Nov 17, 2016factForm ADV
→ WPG PARTNERS MICRO CAP OPPORTUNITIES DSTPrivate fundOther Private Fund, IA, no longer reported
Jan 23, 2014 to Nov 17, 2016factForm ADV
→ ROBECOSAM SMART ENERGY PORTFOLIOPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Oct 28, 2016factForm ADV
→ ROBECOSAM SUSTAINABLE WATER PORTFOLIOPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Oct 28, 2016factForm ADV
→ ROBECO GLOBAL EMERGING MARKETS EQUITY FUNDPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Oct 28, 2016factForm ADV
→ ROBECO WPG LARGE CAP DISCIPLINED EQUITY FUNDPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Mar 5, 2013factForm ADV
→ ROBECO WPG MID CAP DISCIPLINED EQUITY FUNDPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Mar 5, 2013factForm ADV
→ SAM SUSTAINABLE WATER EVOLUTION PORTFOLIOPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Apr 17, 2012factForm ADV
→ ROBECO TRANSTREND DIVERSIFIED FUND, L.L.C.Private fundHedge Fund, IA, no longer reported
Feb 22, 2012 to Apr 17, 2012factForm ADV
→ ROBECO BOSTON PARTNERS 130/30 LARGE CAP VALUE FUNDPrivate fundOther Private Fund, IA, no longer reported
Feb 22, 2012 to Apr 17, 2012factForm ADV

Controls (15)

← KUZMINSKAS, MARK, STEPHENOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jan 3, 2020 to Nov 5, 2024factForm ADV
← BUTTERLY, WILLIAM, GEORGEOwnerGENERAL COUNSEL, DIRECTOR OF SUSTAINABILITY & ENGAGEMENT, & SECRETARY, ownership code NA, individual
Feb 22, 2012 to Nov 5, 2024factForm ADV
← DONOVAN, MARK, EDWARDOwnerDIRECTOR, ownership code NA, individual
Feb 22, 2012 to Nov 5, 2024factForm ADV
← VARNER, GREG, ALLANOwnerCHIEF FINANCIAL OFFICER & TREASURER, ownership code NA, individual
Jun 29, 2017 to Nov 5, 2024factForm ADV
← VAN HOOSER, DAVID, GORDONOwnerDIRECTOR, ownership code NA, individual
Jun 29, 2017 to Nov 5, 2024factForm ADV
← VAN HASSEL, GILBERT, ODILONOwnerDIRECTOR, ownership code NA, individual
May 5, 2022 to Nov 5, 2024factForm ADV
← FEENEY, JOSEPH, FRANCISOwnerCHIEF EXECUTIVE OFFICER & DIRECTOR, ownership code NA, individual
Feb 22, 2012 to Nov 5, 2024factForm ADV
← KOYANAGI, STAN, HIROTOOwnerDIRECTOR, ownership code NA, individual
Mar 15, 2018 to Nov 5, 2024factForm ADV
← LENGIEZA, KENNETH, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 6, 2018 to Nov 5, 2024factForm ADV
← FINLEY, JEFFREY, ALLENOwnerDIRECTOR, ownership code NA, individual
Mar 10, 2021 to Nov 5, 2024factForm ADV
← HABIRO, KIYOSHI, NMNOwnerDIRECTOR, ownership code NA, individual
Jul 29, 2024 to Nov 5, 2024factForm ADV
← OCE US HOLDING B.V.OwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Mar 10, 2021 to Nov 5, 2024factForm ADV
← OCE US HOLDING, INC.OwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Mar 14, 2019 to Nov 5, 2024factForm ADV
← ORIX CORPORATIONOwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Jul 8, 2013 to Nov 5, 2024factForm ADV
← ORIX CORPORATION EUROPE N.V.OwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Mar 15, 2018 to Nov 5, 2024factForm ADV

Registered with (1)

← DAVID MICHAEL DABORAAdvisorregistration: previous registration
Jan 1, 2007 to Oct 24, 2023factForm ADV

Dated events

Occurred
Jul 29, 2024
Control person joined
Kiyoshi Habiro (Director) appeared on Schedule A of Boston Partners
Form ADVobserved 5 days ago
Occurred
Oct 24, 2023
Advisor changed firm
David Michael Dabora left Boston Partners for Alpha Blue Capital (registered 2024-12-03)
Form ADVobserved 5 days ago
Occurred
May 5, 2022
Control person joined
Gilbert Van Hassel (Director) appeared on Schedule A of Boston Partners
Form ADVobserved 5 days ago
Occurred
Mar 10, 2021
Control person joined
Allen Jeffrey Finley (Director) appeared on Schedule A of Boston Partners
Form ADVobserved 5 days ago
Occurred
Mar 10, 2021
Control person left
Edward Paul Wilson (Director) no longer on Schedule A of Boston Partners (listed 2020-10-20, absent 2021-03-10)
Form ADVobserved 5 days ago
Occurred
Jul 7, 2020
Control person left
John Matthew Davis (Chief Administrative Officer) no longer on Schedule A of Boston Partners (listed 2020-06-25, absent 2020-07-07)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2020
Control person joined
Stephen Mark Kuzminskas (Chief Operating Officer) appeared on Schedule A of Boston Partners
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bebaf2cf-3454-5a9f-4831-7f716dfe5642
First observed: Feb 22, 2012
Last observed: Jun 18, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds 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.

BOSTON PARTNERS

BOSTON PARTNERS GLOBAL INVESTORS, INC., CRD 124982

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bebaf2cf-3454-5a9f-4831-7f716dfe5642

Data as of Jun 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ROBECO TRANSTREND DIVERSIFIED FUND, L.L.C.

Hedge Fund

$733M

Apr 17, 2012

Feb 22, 2012

dropped

021-117616

ROBECO GLOBAL EMERGING MARKETS EQUITY FUND

Other Private Fund

$186M

Oct 28, 2016

Feb 22, 2012

dropped

021-102257

BOSTON PARTNERS LONG/SHORT EQUITY, L.P.

Hedge Fund

$141M

Nov 5, 2024

Feb 22, 2012

reported

021-76867

BOSTON PARTNERS GLOBAL EQUITY FUND

Other Private Fund

$85.2M

Nov 5, 2024

Feb 22, 2012

reported

021-102257

BOSTON PARTNERS INTERNATIONAL EQUITY FUND

Other Private Fund

$83.3M

Nov 5, 2024

Feb 22, 2012

reported

021-102257

ROBECOSAM SUSTAINABLE WATER PORTFOLIO

Other Private Fund

$77.6M

Oct 28, 2016

Feb 22, 2012

dropped

021-102257

ROBECO WPG LARGE CAP DISCIPLINED EQUITY FUND

Other Private Fund

$66.4M

Mar 5, 2013

Feb 22, 2012

dropped

021-102257

ALPHA BLUE CAPITAL L.P.

Hedge Fund

$47.4M

May 5, 2022

Feb 22, 2012

dropped

021-155200

WPG PARTNERS OPPORTUNISTIC VALUE FUND, L.P.

Hedge Fund

$31.0M

Nov 5, 2024

Feb 22, 2012

reported

021-128688

ROBECOSAM SMART ENERGY PORTFOLIO

Other Private Fund

$23.7M

Oct 28, 2016

Feb 22, 2012

dropped

021-102257

ROBECO WPG MID CAP DISCIPLINED EQUITY FUND

Other Private Fund

$23.3M

Mar 5, 2013

Feb 22, 2012

dropped

021-102257

ROBECO EMERGING CONSERVATIVE EQUITIES DST

Other Private Fund

$22.4M

Jun 6, 2018

Jul 8, 2013

dropped

021-102257

ROBECO BOSTON PARTNERS 130/30 LARGE CAP VALUE FUND

Other Private Fund

$17.6M

Apr 17, 2012

Feb 22, 2012

dropped

021-102257

BOSTON PARTNERS SELECT EQUITY DST

Other Private Fund

$5.1M

Oct 20, 2020

Jul 26, 2019

dropped

021-102257

BOSTON PARTNERS LONG-SHORT GLOBAL FUND

Other Private Fund

Feb 24, 2017

Jul 8, 2013

dropped

021-102257

WPG PARTNERS MICRO CAP OPPORTUNITIES DST

Other Private Fund

Nov 17, 2016

Jan 23, 2014

dropped

021-102257

ROBECO GLOBAL EMERGING MARKETS QUANT FUND

Other Private Fund

Nov 17, 2016

Feb 22, 2012

dropped

021-102257

SAM SUSTAINABLE WATER EVOLUTION PORTFOLIO

Other Private Fund

Apr 17, 2012

Feb 22, 2012

dropped

021-102257

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUTTERLY, WILLIAM, GEORGE

GENERAL COUNSEL, DIRECTOR OF SUSTAINABILITY & ENGAGEMENT, & SECRETARY

yes

07/2008

Feb 22, 2012

Nov 5, 2024

DONOVAN, MARK, EDWARD

Director

yes

09/2016

Feb 22, 2012

Nov 5, 2024

FEENEY, JOSEPH, FRANCIS

CHIEF EXECUTIVE OFFICER & DIRECTOR

yes

07/2008

Feb 22, 2012

Nov 5, 2024

FINLEY, JEFFREY, ALLEN

Director

yes

01/2021

Mar 10, 2021

Nov 5, 2024

HABIRO, KIYOSHI, NMN

Director

yes

07/2024

Jul 29, 2024

Nov 5, 2024

KOYANAGI, STAN, HIROTO

Director

yes

02/2018

Mar 15, 2018

Nov 5, 2024

KUZMINSKAS, MARK, STEPHEN

CHIEF OPERATING OFFICER

yes

09/2019

Jan 3, 2020

Nov 5, 2024

LENGIEZA, KENNETH, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

06/2018

Jun 6, 2018

Nov 5, 2024

OCE US HOLDING B.V.

SOLE SHAREHOLDER

yes

11/2014

Mar 10, 2021

Nov 5, 2024

OCE US HOLDING, INC.

SOLE SHAREHOLDER

yes

01/2006

Mar 14, 2019

Nov 5, 2024

ORIX CORPORATION

SOLE SHAREHOLDER

yes

07/2013

Jul 8, 2013

Nov 5, 2024

ORIX CORPORATION EUROPE N.V.

SOLE SHAREHOLDER

yes

11/2014

Mar 15, 2018

Nov 5, 2024

VAN HASSEL, GILBERT, ODILON

Director

yes

05/2022

May 5, 2022

Nov 5, 2024

VAN HOOSER, DAVID, GORDON

Director

yes

06/2017

Jun 29, 2017

Nov 5, 2024

VARNER, GREG, ALLAN

CHIEF FINANCIAL OFFICER & TREASURER

yes

05/2017

Jun 29, 2017

Nov 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HARBOR CAPITAL ADVISORS, INC.

n/a

Asset manager

$68B

yes

n/a

ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC

n/a

Other adviser

$4.8B

yes

n/a

BOSTON PARTNERS (UK) LIMITED

n/a

yes

n/a

BOSTON PARTNERS SECURITIES, L.L.C.

n/a

yes

n/a

BOSTON PARTNERS TRUST COMPANY

n/a

yes

n/a

ROBECO INSTITUTIONAL ASSET MANAGEMENT, B.V.

n/a

yes

n/a

TRANSTREND B.V.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

yes

Greenbrae

United States

yes

LOS ANGELES

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$116B

$104B

185

n/a

2024

Mar 13, 2025

$98B

$89B

181

n/a

2023

Mar 7, 2024

$90B

$82B

167

$340M

2022

Mar 13, 2023

$85B

$78B

156

$344M

2021

Mar 4, 2022

$92B

$85B

160

$375M

2020

Mar 10, 2021

$74B

$67B

155

$287M

2019

Feb 21, 2020

$88B

$81B

157

$424M

2018

Mar 14, 2019

$89B

$82B

152

$424M

2017

Mar 15, 2018

$101B

$95B

148

$442M

2016

Feb 24, 2017

$88B

$83B

143

n/a

$311M

2015

Mar 4, 2016

$79B

$76B

146

n/a

$505M

2014

Mar 13, 2015

$74B

$71B

136

n/a

$688M

2013

Feb 21, 2014

$53B

126

n/a

$946M

2012

Mar 5, 2013

$30B

125

n/a

$919M

2011

Feb 22, 2012

$22B

n/a

$1.5B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$116B

$98B

18.1%

$85B

11.2%

185

181