SourcingSourcing

BOSTON MANAGEMENT AND RESEARCH

C24
CRD 104853·SEC 801-43127·BOSTON, MA
AUM
$154.73B
$1B+
Est. Revenue
$1.55B
@ 1% on AUM
Est. EBITDA
$464.2M
@ 30% margin
Est. Deal Value
$3.71B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOSTON MANAGEMENT AND RESEARCH
CRD
104853
SEC file #
801-43127
EIN
000000000
DBA names
—

Economics

AUM
$154.73B
AUM band
$1B+
AUM trajectory
'20'26
$95.19B → $154.73B▲ +63%
Client mix
Investment Companies49
Pooled Investment Vehicles23

Operations

Employees (total)
203
Advisory staff (per ADV)
144
Advisory staff (5-yr trend)
'20'26
232 advisors → 144 advisors▼ -38%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleymedium confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/29/2026
ADV-W filed at
—
Website
linkedin.com/company/eaton-vance(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EATON VANCE MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
EATON VANCE MANAGEMENT
BUHAIN WINSLOW, LISA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001076598
Edgar Registered
Yes
Edgar Filing Count
490
Edgar First Filing Date
1999-02-09
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
119
Edgar 13f Latest AUM Estimate
Filing Date2022-11-14
Accession0000940394-22-001382

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Morgan Stanley5
Full
State Street88
Morgan Stanley50
E*trade4
Jpmorgan2
Northern Trust1
Edgar Addresses
Mailing
ONE POST OFFICE SQUAREBOSTON, MA 02109
Business
ONE POST OFFICE SQUAREBOSTON, MA 02109
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2026-05-15 · 0001076598-26-000002
13F-NT2026-02-13 · 0001076598-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
BUHAIN WINSLOW, LISA
Executive Officer · 2.5%
4507020
HUNEKE, BENJAMIN, CORDT
Executive Officer · 2.5%
2796985
DONOVAN, LAURA, T
Executive Officer · 2.5%
4609118