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Boston Trust Walden Inc.

● SEC registered since 2001CRD 111266SEC# 801-60136Boston, MA
Export (members)
Reg. AUM
$5.13B
Employees
33
Accounts
15
Location
Boston, MA

Boston Trust Walden Inc. assets under management

Boston Trust Walden Inc. operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2001. It reports $5.1 billion in regulatory assets under management and employs 33 people.

Boston Trust Walden Inc. owners & executives

17 reported
NameTitleOwnershipSince
Amy Crandall Kaser ControlDirectorUnder 5%2020
Boston Trust Walden Company ControlCorporationOver 75%2001
David Aaron Sandell ControlDirectorUnder 5%2017
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Frequently asked questions

How much does Boston Trust Walden Inc. manage?

Boston Trust Walden Inc. reports $5.1 billion in regulatory assets under management on its Form ADV.

How many employees does Boston Trust Walden Inc. have?

Boston Trust Walden Inc. reports 33 employees.

Where is Boston Trust Walden Inc. located?

Boston Trust Walden Inc. is based in Boston, MA and has been SEC-registered since 2001.

Does Boston Trust Walden Inc. disclose fund performance?

Boston Trust Walden Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Beacon Street, 34th Floor, Boston, MA 02108-3116
Phone617-726-7250
Fax617-227-3664
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.13B
Non-discretionary$0
Total (RAUM)$5.13B