SourcingSourcing

BOSTON TRUST WALDEN INC.

C26
CRD 111266·SEC 801-60136·BOSTON, MA
AUM
$4.58B
$1B+
Est. Revenue
$45.8M
@ 1% on AUM
Est. EBITDA
$13.7M
@ 30% margin
Est. Deal Value
$110.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOSTON TRUST WALDEN INC.
CRD
111266
SEC file #
801-60136
EIN
200965054
DBA names
—

Economics

AUM
$4.58B
AUM band
$1B+
AUM trajectory
'20'26
$1.83B → $4.58B▲ +151%
Client mix
Investment Companies10
State Or Municipal Govt2
Other2
Sovereign Wealth Funds1

Operations

Employees (total)
32
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
12 advisors → 19 advisors▲ +58%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bostontrustwalden.com/strategies-funds/mutual-funds

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOSTON TRUST WALDEN NATIONAL
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
BOSTON TRUST WALDEN NATIONAL
BOLAND, THOMAS, JOHN
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
ok
Rdap Domain
BOSTONTRUSTWALDEN.COM
Rdap Domain Creation Date
2018-10-02T13:14:38Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
27
Form 5500 Total Compensation
3,913,867
Form 5500 Compensation Trajectory 3y
20253,685,315
2026228,552
20240
Form 5500 Plan Count Trajectory 3y
202515
20268
20244
Schedule C Total Compensation
3,913,867
Schedule C Service Provider Rows
27

SEC EDGAR

Edgar Cik
0001534866
Edgar Registered
Yes
Edgar Filing Count
62
Edgar First Filing Date
2012-05-14
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
59
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001534866-26-000004
Edgar Form D Count
1
Edgar Form D Offerings
2025-12-162025-12-16 · 0001534866-25-000017
Edgar Former Names
BTIM Corp.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Full
State Street4
E*trade4
Northern Trust2
Jpmorgan2
Edgar Addresses
Mailing
ONE BEACON STREET, 34TH FLOORBOSTON, MA 02108
Business
ONE BEACON STREET, 34TH FLOORBOSTON, MA 02108
Edgar EIN
200965054
Edgar Recent Filings
13F-HR2026-04-24 · 0001534866-26-000004
13F-HR2026-01-28 · 0001534866-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-02T13:14:38Z
Rdap Domain Last Changed
2026-03-26T04:00:57Z
Rdap Nameservers
Diva.ns.cloudflare.comTony.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
BOLAND, THOMAS, JOHN
Executive Officer · 2.5%
5653284
CALDWELL, NICHOLS, WATSON
Executive Officer · 2.5%
5170028
Ellis, Jennifer, Ann
Executive Officer · 2.5%
6775138
PELSUE, KATRINA, LEE
Executive Officer · 2.5%
7528864
QUINONES, VALERIE
Executive Officer · 2.5%
8245581
SANDELL, DAVID, AARON
Executive Officer · 2.5%
4426817
Vanni, Heidi, Harris
Executive Officer · 2.5%
6931000