BOSTON MANAGEMENT & RESEARCH

SEC-registered investment adviser since 1993 · other (specify)

• Assets managed$154.7bn
• Staff203 · 144 in investment roles
• Main clients (by assets)Mutual funds and ETFs 53%, Private funds 47%
• Private funds22 · $72.2bn gross assets
• Form ADV · 2026-03-29SEC adviser record

• Legal entityBOSTON MANAGEMENT AND RESEARCH (US)
• Part of MORGAN STANLEY (US)

Other 13F filers in this group: MORGAN STANLEY $1.9tn, ATLANTA CAPITAL MANAGEMENT CO L L C files a notice, EATON VANCE MANAGEMENT files a notice, Eaton Vance Advisers International Ltd files a notice, MORGAN STANLEY & CO INTERNATIONAL PLC files a notice, MORGAN STANLEY & CO. LLC files a notice, MORGAN STANLEY AIP GP LP files a notice, MORGAN STANLEY INVESTMENT MANAGEMENT INC files a notice, MORGAN STANLEY LATAM LLC files a notice, MS Capital Partners Adviser Inc files a notice

7 more

MS Credit Partners Holdings Inc. files a notice, Morgan Stanley Bank, N.A. files a notice, Morgan Stanley Investment Management LTD files a notice, Morgan Stanley Strategic Investments, Inc files a notice, Morgan Stanley Wealth Management Australia Pty Ltd files a notice, Cook Street Consulting, Inc. last filed Q2 2024, Morgan Stanley Hedging Co. Ltd last filed Q3 2022