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BOSTON MANAGEMENT AND RESEARCH

BOSTON, MA · CRD 104853 · IAPD ↗ · 617-482-8260

$154.73BRegulatory AUM
144Advisory reps
203Employees
0Clients
0Planning clients
22Private funds
0States
8Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BOSTON MANAGEMENT AND RESEARCH shrank from 160 to 144 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — BOSTON MANAGEMENT AND RESEARCH added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — BOSTON MANAGEMENT AND RESEARCH shrank from 171 to 160 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.