Investment adviser · CRD 104853
BOSTON MANAGEMENT AND RESEARCH
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 29, 2026
- Regulatory AUM
- $155B Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 203 Reported in this filing
- Advisory professionals
- 144 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 49 | $82,515,131,545 | 53.3% |
| Pooled investment vehicles | 23 | $72,213,048,952 | 46.7% |
| Individuals | Fewer than 5 | Not reported | Not reported |
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2051823 · Mar 29, 2026 · 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
17 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BELDORE CAPITAL FUND LLCOther Private Fund · Last reported Mar 29, 2026$15.5BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-3286670960
- Reported beneficial owners
- 1,574
- Minimum commitment
- $1M
- Form D file number
- 021-105110
Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BELGARD CAPITAL FUND LLCOther Private Fund · Last reported Mar 29, 2026$14.3BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-9891985185
- Reported beneficial owners
- 1,847
- Minimum commitment
- $1M
- Form D file number
- 021-321162
Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BELHURST CAPITAL FUND LLCOther Private Fund · Last reported Mar 29, 2026$9.76BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
EATON VANCE DISTRIBUTORS, INC.
CRD 37731 · SEC 8-47939
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
NORTHERN TRUST SECURITIES, INC
CRD 7927 · SEC 801-80781
Fund details & source
- Fund ID
- 805-1744308386
- Reported beneficial owners
- 1,899
- Minimum commitment
- $1M
- Form D file number
- 021-415728
Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLEARFORK CAPITAL FUND LLCOther Private Fund · Last reported Mar 29, 2026$7.08BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-8264142532
- Reported beneficial owners
- 1,648
- Minimum commitment
- $500K
- Form D file number
- 021-100962
Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BELNOVA CAPITAL FUND LLCOther Private Fund · Last reported Mar 29, 2026$5.33BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-9694666074
- Reported beneficial owners
- 1,545
- Minimum commitment
- $1M
- Form D file number
- 021-100962
Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLEARISLE CAPITAL FUND LLCOther Private Fund · Last reported Mar 29, 2026$5.3BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-4793168360
- Reported beneficial owners
- 1,939
- Minimum commitment
- $500K
- Form D file number
- 021-348567
Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLEARLANE CAPITAL FUND LLCOther Private Fund · Last reported Mar 29, 2026$3.51BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-8179239299
- Reported beneficial owners
- 1,925
- Minimum commitment
- $500K
- Form D file number
- 021-506616
Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 29, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets
Principal office
ONE POST OFFICE SQUAREBOSTON, MA, 02109, United States
CRD 104853
Filing source
Form ADV 2051823 · Mar 29, 2026 · 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.