DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Boston Management And Research
Latest filing Mar 29, 2026
First filing on the tape Nov 30, 2011 · 53 filings
SEC status approved since Jan 21, 1993
RAUM
$155B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
203
144 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
22
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$155B as of Mar 29, 2026
Jan 30, 2012$61B then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 29, 2026
Jan 30, 20120 then
Employees (5.A)203 as of Mar 29, 2026
Jan 29, 2013900 then
Private funds22 as of Mar 29, 2026
Jan 30, 201215 then
RAUM +21% over the last fiscal year+13% a year over threeIARs 1 to 1offices 0 to 3
Practice profile
derived from the filing of Mar 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $155BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 203.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$83B53%
- Pooled investment vehicles$72B47%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 72reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=14.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
31 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Belvedere Capital Fund Company LLC | Other Private Fund | $33B | 29 | Jan 30, 2012 |
| Beldore Capital Fund LLC | Other Private Fund | $12B | 1,753 | Jan 30, 2012 |
| Belgard Capital Fund LLC | Other Private Fund | $9.8B | 1,870 | Jan 30, 2019 |
| Tax-Managed Multi-Cap Portfolio LLC | Other Private Fund | $8.8B | 6 | Jan 30, 2012 |
| Clearfork Capital Fund LLC | Other Private Fund | $5.6B | 1,809 | Jan 30, 2012 |
| Belhurst Capital Fund LLC | Other Private Fund | $5.0B | 1,440 | Mar 31, 2022 |
| Clearisle Capital Fund LLC | Other Private Fund | $3.6B | 1,950 | Feb 29, 2020 |
| Belwater Capital Fund LLC | Other Private Fund | $1.5B | 173 | Jan 30, 2012 |
| Belcrest Capital Fund LLC | Other Private Fund | $1.3B | 191 | Jan 30, 2012 |
| Belrose Capital Fund LLC | Other Private Fund | $1.1B | 143 | Jan 30, 2012 |
| Belterra Capital Fund LLC | Other Private Fund | $969M | 151 | Jan 30, 2012 |
| Belbrook Capital Fund LLC | Other Private Fund | $966M | 190 | Jan 30, 2012 |
| Belport Capital Fund LLC | Other Private Fund | $922M | 140 | Jan 30, 2012 |
| Belshire Capital Fund LLC | Other Private Fund | $770M | 123 | Jan 30, 2012 |
| Belmar Capital Fund LLC | Other Private Fund | $691M | 106 | Jan 30, 2012 |
| Clearwood Capital Fund LLC | Other Private Fund | $428M | 169 | Jan 30, 2012 |
| Eaton Vance Emerging Markets Local Income Fund Master Fund Ltd | Hedge Fund | $424M | 0 | Mar 31, 2023 |
| Belair Capital Fund LLC | Other Private Fund | $407M | 57 | Jan 30, 2012 |
| Eaton Vance Emerging Markets Local Income Fund Ltd | Hedge Fund | $401M | 2 | Mar 31, 2023 |
| Belvedere Equity Fund LLC | Other Private Fund | $279M | 47 | Jan 30, 2012 |
| Eaton Vance Emerging Markets Debt Opportunity Master Fund Ltd.no longer reported | Hedge Fund | $60.2M | 2 | Jan 29, 2021 |
| Eaton Vance Global Macro Absolute Return Advantage Master Fund, Ltd.no longer reported | Hedge Fund | $36.1M | 2 | Sep 25, 2018 |
| Eaton Vance Global Macro Absolute Return Advantage Fund, Ltd.no longer reported | Hedge Fund | $33.2M | 2 | Sep 25, 2018 |
| Eaton Vance Emerging Markets Debt Opportunity Fund LLCno longer reported | Hedge Fund | $30.6M | 2 | Jan 29, 2021 |
| Diversified Core Equity Fund LLC: U.S. All-Cap | Other Private Fund | $16.9M | 8 | Mar 31, 2023 |
| Global Macro Plus Fund Ltd.no longer reported | Hedge Fund | $16.4M | 12 | Aug 23, 2012 |
| Eaton Vance Macro Offshore Partners, Ltd.no longer reported | Hedge Fund | $10.6M | 1 | Sep 25, 2018 |
| Diversified Core Equity Fund LLC: U.S. Large-Cap | Other Private Fund | $5.4M | 2 | Mar 27, 2024 |
| Eaton Vance Global Macro Absolute Return Advantage Fund, LLCno longer reported | Hedge Fund | $2.9M | 1 | Sep 25, 2018 |
| Eaton Vance Macro Partners, LLCno longer reported | Hedge Fund | $1.7M | 11 | Sep 25, 2018 |
| Eaton Vance Emerging Markets Local Income Fund LLC | Hedge Fund | $0 | 3 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Lisa Buhain Winslow · Chief Administrative Officer & Vice Presidentcontrolsince 12/2023 · owns less than 5%
- J Desmond Gallacher · Chief Technology Officercontrolsince 03/2021 · owns less than 5%
- Cordt Benjamin Huneke · Chief Executive Officer & Presidentcontrolsince 11/2024 · owns less than 5%
- Francis Richard Froio · Chief Compliance Officer & Vice Presidentsince 11/2017 · owns less than 5%
Entity owners
- Eaton Vance Management · Owns 100% Of Boston Management And Researchdirect · owns 75% or more
- Morgan Stanley · Memberindirect · owns 75% or more of Morgan Stanley Capital Management, LLC · public reporting company
- Morgan Stanley Capital Management, LLC · Holds 100% Of Eaton Vance Managementindirect · owns 75% or more of Eaton Vance Management
Related persons
Schedule D 7.A
- Atlanta Capitalinvestment advisernRAUM $29B
- Calvert Research And Managementinvestment adviserbanknRAUM $40B
- Eaton Vance Advisers International Ltd.investment adviserbanknRAUM $36B
- Eaton Vance Distributors, Inc.broker-dealern
- Eaton Vance Managementinvestment adviserbankpooled vehicle sponsoryRAUM $97B
- Eaton Vance Trust Companyn
- Morgan Stanley Distribution, Inc.broker-dealern
- Morgan Stanley | Eaton Vance Clo Manager LLCinvestment advisernRAUM $4.3B
- Morgan Stanley Investment Management Companyinvestment advisernRAUM $11B
- Morgan Stanley Investment Management Inc.investment adviserbankpooled vehicle sponsornRAUM $702B
- Morgan Stanley Investment Management Limitedinvestment adviserpooled vehicle sponsornRAUM $175B
- Morgan Stanleybroker-dealerinvestment adviserpooled vehicle sponsornRAUM $1962B
- Parametric Portfolio Associatesinvestment adviserbankpooled vehicle sponsornRAUM $685B
Advisers that list Boston Management And Research as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Other offices · 0 to 3Jun 25, 2025 to Mar 29, 2026
- Accounts · 73 to 72Jun 25, 2025 to Mar 29, 2026
- Advisory employees · 160 to 144Jun 25, 2025 to Mar 29, 2026
- Pooled vehicle clients · 24 to 23Jun 25, 2025 to Mar 29, 2026
- Employees · 215 to 203Jun 25, 2025 to Mar 29, 2026
- Discretionary RAUM · $128B to $155BJun 25, 2025 to Mar 29, 2026
- Pooled vehicle RAUM · $53B to $72BJun 25, 2025 to Mar 29, 2026
- RAUM · $128B to $155BJun 25, 2025 to Mar 29, 2026
- Financial planning clients · 0 to 0Mar 24, 2025 to Jun 25, 2025
- Accounts · 70 to 73Jan 2, 2025 to Mar 24, 2025
- Pooled vehicle clients · 20 to 24Jan 2, 2025 to Mar 24, 2025
- Employees · 225 to 215Jan 2, 2025 to Mar 24, 2025
- State-registered IARs · 2 to 1Jan 2, 2025 to Mar 24, 2025
- Private funds · 20 to 22Jan 2, 2025 to Mar 24, 2025
- Discretionary RAUM · $111B to $128BJan 2, 2025 to Mar 24, 2025
- Pooled vehicle RAUM · $46B to $53BJan 2, 2025 to Mar 24, 2025
- RAUM · $111B to $128BJan 2, 2025 to Mar 24, 2025
- Accounts · 74 to 70Jan 16, 2024 to Mar 27, 2024
- Advisory employees · 171 to 160Jan 16, 2024 to Mar 27, 2024
- BD registered reps · 22 to 14Jan 16, 2024 to Mar 27, 2024
- Assets in custody · $424M to $0Jan 16, 2024 to Mar 27, 2024
- Employees · 253 to 225Jan 16, 2024 to Mar 27, 2024
- State-registered IARs · 0 to 2Jan 16, 2024 to Mar 27, 2024
- Private funds · 22 to 20Jan 16, 2024 to Mar 27, 2024
- Discretionary RAUM · $106B to $111BJan 16, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $43B to $46BJan 16, 2024 to Mar 27, 2024
- RAUM · $106B to $111BJan 16, 2024 to Mar 27, 2024
- Assets in custody · $825M to $424MMar 31, 2023 to May 16, 2023
- Accounts · 78 to 74Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 218 to 171Mar 31, 2022 to Mar 31, 2023
- Advisory activities · 2 to 3Mar 31, 2022 to Mar 31, 2023
- BD registered reps · 76 to 22Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 24 to 20Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $32B to $825MMar 31, 2022 to Mar 31, 2023
- Employees · 776 to 253Mar 31, 2022 to Mar 31, 2023
- Private funds · 24 to 22Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $131B to $106BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $50B to $43BMar 31, 2022 to Mar 31, 2023
- RAUM · $131B to $106BMar 31, 2022 to Mar 31, 2023
- Accounts · 76 to 78Nov 2, 2021 to Mar 31, 2022
Signals
48 dated events
- Philppe Jacques Chappuis (Co-President & Co-Chief Executive Officer) no longer on Schedule A of Boston Management And Research (listed 2024-03-27, absent 2024-11-15)Nov 15, 2024 · Control person left · inference
- Philppe Jacques Chappuis (Co-Chief Executive Officer & Co-President) appeared on Schedule A of Boston Management And ResearchJan 16, 2024 · Control person joined · fact
- Cordt Benjamin Huneke (Co-Chief Executive Officer & Co-President) appeared on Schedule A of Boston Management And ResearchJan 16, 2024 · Control person joined · fact
- Aaron Daniel Simkowitz (Ceo, President) no longer on Schedule A of Boston Management And Research (listed 2023-12-08, absent 2024-01-16)Jan 16, 2024 · Control person left · inference
- Andrew Kenneth Topping (Chief Administrative Officer) no longer on Schedule A of Boston Management And Research (listed 2023-11-08, absent 2023-12-08)Dec 8, 2023 · Control person left · inference
- Lisa Buhain Winslow (Chief Administrative Officer) appeared on Schedule A of Boston Management And ResearchDec 8, 2023 · Control person joined · fact
- A Eric Stein (Chief Income Investment Officer) no longer on Schedule A of Boston Management And Research (listed 2023-10-02, absent 2023-11-08)Nov 8, 2023 · Control person left · inference
- E. Thomas Faust (Ceo, President) no longer on Schedule A of Boston Management And Research (listed 2023-08-24, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- Aaron Daniel Simkowitz (Ceo, President) appeared on Schedule A of Boston Management And ResearchOct 2, 2023 · Control person joined · fact
- A Eric Stein (Chief Income Investment Officer) appeared on Schedule A of Boston Management And ResearchMay 16, 2023 · Control person joined · fact
- J Desmond Gallacher (Chief Technology Officer) appeared on Schedule A of Boston Management And ResearchMay 16, 2023 · Control person joined · fact
- Carl Daniel Cataldo (Chief Administrative Officer, Vice President) no longer on Schedule A of Boston Management And Research (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Andrew Kenneth Topping (Chief Administrative Officer) appeared on Schedule A of Boston Management And ResearchMar 31, 2023 · Control person joined · fact
- Boston Management And Research reported RAUM $131.0B, up 33% from $98.7B (2021-11-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- E Deidre Walsh (Head Of Eaton Vance Legal) no longer on Schedule A of Boston Management And Research (listed 2021-11-02, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Ann Maureen Gemma (Head Of Eaton Vance Legal) no longer on Schedule A of Boston Management And Research (listed 2021-05-17, absent 2021-07-30)Jul 30, 2021 · Control person left · inference
- E Deidre Walsh (Head Of Eaton Vance Legal) appeared on Schedule A of Boston Management And ResearchJul 30, 2021 · Control person joined · fact
- Stewart Frederick Marius (Head Of Eaton Vance Legal) no longer on Schedule A of Boston Management And Research (listed 2021-04-05, absent 2021-05-17)May 17, 2021 · Control person left · inference
- Ann Maureen Gemma (Head Of Eaton Vance Legal) appeared on Schedule A of Boston Management And ResearchMay 17, 2021 · Control person joined · fact
- Hammond Scott Page (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- J. Cynthia Clemson (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Joseph Matthew Witkos (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Ann Maureen Gemma (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Dean Brian Langstraat (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Connor David Mccabe (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Greenwald Laurie Hylton (Vice President & Chief Financial Officer) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Hamilton James Evans (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Bass Charles Reed (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Kelly Ray Williams (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Craig Russ (Trustee) no longer on Schedule A of Boston Management And Research (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Boston Management And Research · Independent Sponsorsshared crd · capital_provider
- Boston Management and Research · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eaton-vancereportedpublic record, Form ADV, Sep 17, 2026
- Website
- eatonvancerealestate.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-482-8260reportedpublic record, Form ADV, Mar 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026