BOSTON MANAGEMENT AND RESEARCH

Registration Details

CIK

910820

Accession

crd-104853

Location

BOSTON, MA

Filing Date

March 29, 2026

AUM

$154.7B

Institutional Clients

72

Employees

203

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

22 private funds reported on Form ADV Schedule D 7.B.1, $72.2B in combined gross assets.

• BELDORE CAPITAL FUND LLCOther Private Fund$15.5B
• BELGARD CAPITAL FUND LLCOther Private Fund$14.3B
• BELHURST CAPITAL FUND LLCOther Private Fund$9.8B
• CLEARFORK CAPITAL FUND LLCOther Private Fund$7.1B
• BELNOVA CAPITAL FUND LLCOther Private Fund$5.3B
• CLEARISLE CAPITAL FUND LLCOther Private Fund$5.3B
• CLEARLANE CAPITAL FUND LLCOther Private Fund$3.5B
• BELWATER CAPITAL FUND LLCOther Private Fund$1.7B
• BELCREST CAPITAL FUND LLCOther Private Fund$1.5B
• BELROSE CAPITAL FUND LLCOther Private Fund$1.4B
• BELPORT CAPITAL FUND LLCOther Private Fund$1.2B
• BELBROOK CAPITAL FUND LLCOther Private Fund$1.2B
• BELTERRA CAPITAL FUND LLCOther Private Fund$970.1M
• BELSHIRE CAPITAL FUND LLCOther Private Fund$931.9M
• BELMAR CAPITAL FUND LLCOther Private Fund$840.6M
• CLEARWOOD CAPITAL FUND LLCOther Private Fund$541.5M
• BELAIR CAPITAL FUND LLCOther Private Fund$480.2M
• BELVEDERE EQUITY FUND LLCOther Private Fund$359.8M
• BELVEDERE CAPITAL FUND COMPANY LLCOther Private FundMaster Fund$268.4M
• DIVERSIFIED EXCHANGE FUND ALL-CAP, LLCOther Private Fund$130.9M
• DIVERSIFIED EXCHANGE FUND LARGE-CAP, LLCOther Private Fund$7.7M
• TAX-MANAGED MULTI-CAP PORTFOLIO LLCOther Private FundMaster Fund$172K

About this Adviser

BOSTON MANAGEMENT AND RESEARCH is a registered investment adviser headquartered in BOSTON, MA, managing approximately $154.7B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.