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 Partners
Legal name Boston Partners Global Investors, Inc.
Latest filing Jun 18, 2026
First filing on the tape Feb 22, 2012 · 54 filings
SEC status approved since Feb 19, 2003
RAUM
$116B
reported, Item 5.F
Discretionary
90%
of RAUM
Private clients
0.4%
$491M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
185
59 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
4
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$116B as of Jun 18, 2026
Feb 22, 2012$22B then
HNW client RAUM$491M as of Jun 18, 2026
Mar 15, 2018$166M then
State-registered IARs (5.B.3)0 as of Jun 18, 2026
Mar 5, 20130 then
Employees (5.A)185 as of Jun 18, 2026
Mar 5, 2013125 then
Private funds4 as of Jun 18, 2026
Feb 22, 201214 then
RAUM +18% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 18, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.9MderivedHNW RAUM over HNW clients
- Average account
- $16.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 90%derivedof RAUM
- Institutional
- 16%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $2.3B, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$58B58%
- Pooled investment vehicles$21B21%
- Pension and profit-sharing plans$8.5B8.5%
- State and municipal entities$6.0B5.9%
- Insurance companies$2.1B2.1%
- Corporations and businesses$1.9B1.9%
- Sovereign wealth funds$1.7B1.7%
- Charitable organizations$643M0.6%
- High-net-worth individuals$491M0.5%
- Individual clients
- n/areported
- HNW clients
- 101reported
- Pension plan clients
- 73reported
- Charitable clients
- 27reported
- Accounts
- 6,982reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $15B managedreported
- Custody of client assets
- $2.3B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.68 institutional_share=0.16 related_bd=true related_bank=true bd_reps=34.0derived
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
- David Michael Dabora to Alpha Blue CapitalOct 24, 2023 · Other
Joined, latest
- David Michael Dabora from Boston Partners Asset Management, LLCJan 1, 2007 · Other
Private funds
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Robeco Transtrend Diversified Fund, L.L.C.no longer reported | Hedge Fund | $733M | 74 | Feb 22, 2012 |
| Robeco Global Emerging Markets Equity Fundno longer reported | Other Private Fund | $186M | 8 | Feb 22, 2012 |
| Boston Partners Long/Short Equity, L.P. | Hedge Fund | $141M | 9 | Feb 22, 2012 |
| Boston Partners Global Equity Fund | Other Private Fund | $85.2M | 5 | Feb 22, 2012 |
| Boston Partners International Equity Fund | Other Private Fund | $83.3M | 7 | Feb 22, 2012 |
| Robecosam Sustainable Water Portfoliono longer reported | Other Private Fund | $77.6M | 8 | Feb 22, 2012 |
| Robeco Wpg Large Cap Disciplined Equity Fundno longer reported | Other Private Fund | $66.4M | 5 | Feb 22, 2012 |
| Alpha Blue Capital L.P.no longer reported | Hedge Fund | $47.4M | 2 | Feb 22, 2012 |
| Wpg Partners Opportunistic Value Fund, L.P. | Hedge Fund | $31.0M | 23 | Feb 22, 2012 |
| Robecosam Smart Energy Portfoliono longer reported | Other Private Fund | $23.7M | 2 | Feb 22, 2012 |
| Robeco Wpg Mid Cap Disciplined Equity Fundno longer reported | Other Private Fund | $23.3M | 3 | Feb 22, 2012 |
| Robeco Emerging Conservative Equities Dstno longer reported | Other Private Fund | $22.4M | 1 | Jul 8, 2013 |
| Robeco Boston Partners 130/30 Large Cap Value Fundno longer reported | Other Private Fund | $17.6M | 1 | Feb 22, 2012 |
| Boston Partners Select Equity Dstno longer reported | Other Private Fund | $5.1M | 3 | Jul 26, 2019 |
| Robeco Global Emerging Markets Quant Fundno longer reported | Other Private Fund | $0 | 0 | Feb 22, 2012 |
| Wpg Partners Micro Cap Opportunities Dstno longer reported | Other Private Fund | $0 | 0 | Jan 23, 2014 |
| Sam Sustainable Water Evolution Portfoliono longer reported | Other Private Fund | $0 | 0 | Feb 22, 2012 |
| Boston Partners Long-Short Global Fundno longer reported | Other Private Fund | $0 | 0 | Jul 8, 2013 |
Owners and control persons
Schedule A and B, latest filing
- George William Butterly · General Counsel, Director Of Sustainability & Engagement, & Secretarycontrolsince 07/2008 · owns less than 5%
- Edward Mark Donovan · Directorcontrolsince 09/2016 · owns less than 5%
- Francis Joseph Feeney · Chief Executive Officer & Directorcontrolsince 07/2008 · owns less than 5%
- Allen Jeffrey Finley · Directorcontrolsince 01/2021 · owns less than 5%
- Nmn Kiyoshi Habiro · Directorcontrolsince 07/2024 · owns less than 5%
- Hiroto Stan Koyanagi · Directorcontrolsince 02/2018 · owns less than 5%
- Stephen Mark Kuzminskas · Chief Operating Officercontrolsince 09/2019 · owns less than 5%
- Michael Kenneth Lengieza · Chief Compliance Officercontrolsince 06/2018 · owns less than 5%
- Odilon Gilbert Van Hassel · Directorcontrolsince 05/2022 · owns less than 5%
- Gordon David Van Hooser · Directorcontrolsince 06/2017 · owns less than 5%
- Allan Greg Varner · Chief Financial Officer & Treasurercontrolsince 05/2017 · owns less than 5%
Entity owners
- Oce US Holding, Inc. · Sole Shareholderdirect · owns 75% or more
- Oce US Holding B.V. · Sole Shareholderindirect · owns 75% or more of Oce US Holding, Inc.
- Orix Corporation · Sole Shareholderindirect · owns 75% or more of Orix Corporation Europe N.V. · public reporting company
- Orix Corporation Europe N.V. · Sole Shareholderindirect · owns 75% or more of Oce US Holding B.V.
Related persons
Schedule D 7.A
- Boston Partners (Uk) Limitedinvestment advisery
- Boston Partners Securities, L.L.C.broker-dealery
- Boston Partners Trust Companyy
- Harbor Capital Advisors, Inc.investment advisernRAUM $68B
- Robeco Institutional Asset Management US Incinvestment advisernRAUM $4.8B
- Robeco Institutional Asset Management, B.V.investment advisern
- Transtrend B.V.bankn
Advisers that list Boston Partners as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greenbae, Ca | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY6 employees
- Greenbrae, CA4 employees
- Los Angeles, CA2 employees
What changed
consecutive filings, newest first
- Accounts · 6,100 to 6,982Jun 11, 2025 to Mar 17, 2026
- Advisory employees · 56 to 59Jun 11, 2025 to Mar 17, 2026
- BD registered reps · 33 to 34Jun 11, 2025 to Mar 17, 2026
- Charity clients · 25 to 27Jun 11, 2025 to Mar 17, 2026
- Corporate clients · 22 to 27Jun 11, 2025 to Mar 17, 2026
- HNW clients · 32 to 101Jun 11, 2025 to Mar 17, 2026
- Pension plan clients · 76 to 73Jun 11, 2025 to Mar 17, 2026
- Assets in custody · $1.5B to $2.3BJun 11, 2025 to Mar 17, 2026
- Employees · 181 to 185Jun 11, 2025 to Mar 17, 2026
- Discretionary RAUM · $89B to $104BJun 11, 2025 to Mar 17, 2026
- HNW RAUM · $364M to $491MJun 11, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $9.8B to $12BJun 11, 2025 to Mar 17, 2026
- Pension RAUM · $8.2B to $8.5BJun 11, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $16B to $21BJun 11, 2025 to Mar 17, 2026
- RAUM · $98B to $116BJun 11, 2025 to Mar 17, 2026
- Wrap assets (manager) · $12B to $15BJun 11, 2025 to Mar 17, 2026
- Financial planning clients · unset to Mar 13, 2025 to Jun 11, 2025
- Accounts · 5,317 to 6,100Nov 5, 2024 to Mar 13, 2025
- Advisory employees · 55 to 56Nov 5, 2024 to Mar 13, 2025
- Charity clients · 18 to 25Nov 5, 2024 to Mar 13, 2025
- HNW clients · 33 to 32Nov 5, 2024 to Mar 13, 2025
- Pension plan clients · 73 to 76Nov 5, 2024 to Mar 13, 2025
- Assets in custody · $1.0B to $1.5BNov 5, 2024 to Mar 13, 2025
- Employees · 167 to 181Nov 5, 2024 to Mar 13, 2025
- Discretionary RAUM · $82B to $89BNov 5, 2024 to Mar 13, 2025
- HNW RAUM · $203M to $364MNov 5, 2024 to Mar 13, 2025
- Non-discretionary RAUM · $7.5B to $9.8BNov 5, 2024 to Mar 13, 2025
- Pension RAUM · $8.1B to $8.2BNov 5, 2024 to Mar 13, 2025
- Pooled vehicle RAUM · $16B to $16BNov 5, 2024 to Mar 13, 2025
- RAUM · $90B to $98BNov 5, 2024 to Mar 13, 2025
- Wrap assets (manager) · $9.5B to $12BNov 5, 2024 to Mar 13, 2025
- BD registered reps · 27 to 33Aug 22, 2023 to Mar 7, 2024
- Accounts · 5,968 to 5,317Aug 22, 2023 to Mar 7, 2024
- Advisory employees · 41 to 55Aug 22, 2023 to Mar 7, 2024
- Charity clients · 16 to 18Aug 22, 2023 to Mar 7, 2024
- Corporate clients · 24 to 22Aug 22, 2023 to Mar 7, 2024
- HNW clients · 24 to 33Aug 22, 2023 to Mar 7, 2024
- Pension plan clients · 70 to 73Aug 22, 2023 to Mar 7, 2024
- Pooled vehicle clients · 13 to 11Aug 22, 2023 to Mar 7, 2024
- Assets in custody · $854M to $1.0BAug 22, 2023 to Mar 7, 2024
Signals
7 dated events
- Kiyoshi Habiro (Director) appeared on Schedule A of Boston PartnersJul 29, 2024 · Control person joined · fact
- David Michael Dabora left Boston Partners for Alpha Blue Capital (registered 2024-12-03)Oct 24, 2023 · Advisor changed firm · fact
- Gilbert Van Hassel (Director) appeared on Schedule A of Boston PartnersMay 5, 2022 · Control person joined · fact
- Allen Jeffrey Finley (Director) appeared on Schedule A of Boston PartnersMar 10, 2021 · Control person joined · fact
- Edward Paul Wilson (Director) no longer on Schedule A of Boston Partners (listed 2020-10-20, absent 2021-03-10)Mar 10, 2021 · Control person left · inference
- John Matthew Davis (Chief Administrative Officer) no longer on Schedule A of Boston Partners (listed 2020-06-25, absent 2020-07-07)Jul 7, 2020 · Control person left · inference
- Stephen Mark Kuzminskas (Chief Operating Officer) appeared on Schedule A of Boston PartnersJan 3, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/boston-partners-global-investorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- bostonpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-832-8200reportedpublic record, Form ADV, Jun 18, 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