Investment adviser · CRD 140059

BOSTON ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 29, 2019

Regulatory AUM: $2.24B
Client accounts: 1,343
Employees: 40
Advisory professionals: 17

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	438	$713,000,000	31.8%
Other clients	167	$452,000,000	20.2%
Investment companies	2	$326,000,000	14.5%
Insurance companies	3	$242,000,000	10.8%
Charities	23	$153,000,000	6.8%
Retirement plans	3	$143,000,000	6.4%
Corporations & businesses	6	$109,000,000	4.9%
Government entities	8	$92,000,000	4.1%
Pooled investment vehicles	1	$12,000,000	0.5%

Filing source

Form ADV 1281294 · Mar 29, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 29, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

ONE LIBERTY SQUARE
BOSTON, MA, 02109, United States

CRD 140059

Filing source

Form ADV 1281294 · Mar 29, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.