BOSTON PARTNERS
SEC RegisteredRedefining value: From style category to investment discipline
About the firm
Boston Partners has applied a single investment philosophy and process to every strategy it manages for more than 30 years, focusing on disciplined value-oriented investing across a range of institutional equity strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Boston Partners offers institutional equity strategies including Large Cap Value, Mid Cap Value, International Equity, and Long/Short Equity, as well as market research and analysis.
Who they serve
Institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 101 | $491M |
| Pension/Profit Sharing Plans | 11 | $20.7B |
| Charitable Organizations | 73 | $8.5B |
| State/Municipal Entities | 27 | — |
| Sovereign Wealth Funds | 9 | — |
| Corporations | 2 | $1.7B |
22 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOSTON PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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