SourcingSourcing

AEW CAPITAL MANAGEMENT LP

C33
CRD 108633·SEC 801-53421·BOSTON, MA
AUM
$3.02B
$1B+
Est. Revenue
$30.2M
@ 1% on AUM
Est. EBITDA
$9.1M
@ 30% margin
Est. Deal Value
$72.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AEW CAPITAL MANAGEMENT LP
CRD
108633
SEC file #
801-53421
EIN
994895992
DBA names
—

Economics

AUM
$3.02B
AUM band
$1B+
AUM trajectory
'20'26
$39.12B → $3.02B▼ -92%
Client mix
Corporations8
Pooled Investment Vehicles6
Investment Companies1

Operations

Employees (total)
250
Advisory staff (per ADV)
130
Advisory staff (5-yr trend)
'20'26
170 advisors → 130 advisors▼ -24%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/aewglobal(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NATIXIS INVESTMENT MANAGERS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
NATIXIS INVESTMENT MANAGERS,
ACTON, MICHAEL, JAMES
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
fallback_guess:aew.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
20,648,539
Form 5500 Compensation Trajectory 3y
202520,648,539
20240
Form 5500 Plan Count Trajectory 3y
20257
20242
Schedule C Total Compensation
20,648,539
Schedule C Service Provider Rows
9

SEC EDGAR

Edgar Cik
0002053765
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-01-29
Edgar Last Filing Date
2025-01-29
Edgar Form D Count
1
Edgar Form D Offerings
2025-01-292025-01-29 · 0002053765-25-000001

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street6
Charles Schwab5
E*trade4
Northern Trust2
Bny Mellon2
Edgar Addresses
Mailing
C/O AEW CAPITAL MANAGEMENT LPTWO SEAPORT LANE, 15TH FLOORBOSTON, MA 02210
Business
C/O AEW CAPITAL MANAGEMENT LPTWO SEAPORT LANE, 15TH FLOORBOSTON, MA 02210
Edgar EIN
994895992
Edgar Recent Filings
D2025-01-29 · 0002053765-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (10)

10
ACTON, MICHAEL, JAMES
Executive Officer · 2.5%
2276358
BELLERBY, CARRIE
Executive Officer · 2.5%
7491555
SETH EVAN BERGER
Executive Officer · 2.5%
4946459
BYRNE, MICHAEL, PATRICK
Executive Officer · 2.5%
7359150
MARTIN, JONATHAN, E
Executive Officer · 2.5%
6777305
O'NEIL, LAUREN
Executive Officer · 2.5%
8068245
SHARMA, NEAL
Executive Officer · 2.5%
7491556
JOSEPH THOMAS STRAUB
Executive Officer · 2.5%
2518320
John William Struzziery
Executive Officer · 2.5%
4228162
JAMES J FINNEGAN
IAR
2896964