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BOSTON PARTNERS

BOSTON, MA · CRD 124982 · IAPD ↗ · bostonpartners.com · 617-832-8200

$116.17BRegulatory AUM
59Advisory reps
185Employees
22Clients
n/aPlanning clients
4Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

84
April 2024 — BOSTON PARTNERS grew from 41 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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