| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Beldore Capital Fund LLC | Other Private | $12.64B | $1M |
| Belgard Capital Fund LLC | Other Private | $10.88B | $1M |
| Belhurst Capital Fund LLC | Other Private | $6.8B | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Cordt Huneke Control | Chief Executive Officer & President | Under 5% | 2024 |
| Eaton Vance Management Control | Owns 100% Of Boston Management And Research | Over 75% | 2008 |
| Laura T Donovan | Chief Compliance Officer & Vice President | Under 5% | 2025 |
Boston Management and Research reports $12.8 million in regulatory assets under management on its Form ADV.
Boston Management and Research manages 22 private funds with combined gross assets of $52.8 billion.
Boston Management and Research reports 215 employees.
Boston Management and Research is based in Boston, MA and has been SEC-registered since 1993.
Boston Management and Research is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Post Office Square, Boston, MA 02109 |
| Phone | 617-482-8260 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 910820 |
| Discloses disciplinary history | Yes |
| Discretionary | $12.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $12.8M |