Boston Partners Global Investors, Inc.
SEC-registered
Mutual Fund / Asset Manager · Mega ($100B+)
CRD 124982
· SEC file 801-61786
· Boston, MA
· www.bostonpartners.com
☆ Save with Pro
ADV data as of Jun 18, 2026
- Regulatory AUM
- $116B
- Discretionary
- $104B
- Clients
- 6,982
- Avg AUM / client
- $16.6M
- Accounts
- 6,982
- Employees
- 185
AUM over time
$21.8B
$116B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Asset allocation (SMA assets by investment type)
as of Jun 18, 2026
Exchange-traded equities
$114B
98%
Cash & equivalents
$2.3B
2%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 101 | $491M | 0.42% |
| Investment companies | 15 | $58.4B | 50.3% |
| Pooled investment vehicles (non-investment companies) | 11 | $20.7B | 17.8% |
| Pension and profit sharing plans | 73 | $8.5B | 7.33% |
| Charitable organizations | 27 | $643M | 0.55% |
| State or municipal government entities | 37 | $6.0B | 5.12% |
| Insurance companies | 9 | $2.1B | 1.85% |
| Sovereign wealth funds and foreign official institutions | 2 | $1.7B | 1.51% |
| Corporations and other businesses | 27 | $1.9B | 1.64% |
| Other | 6,680 | $15.7B | 13.5% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $340M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Boston Partners Long/Short Equity, L.P. | Hedge Fund | Delaware | $141M | 9 |
| Boston Partners Global Equity Fund | Other Private Fund | Delaware | $85.2M | 5 |
| Boston Partners International Equity Fund | Other Private Fund | Delaware | $83.3M | 7 |
| Wpg Partners Opportunistic Value Fund, L.P. | Hedge Fund | Delaware | $31.0M | 23 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Ferncliff Cemetery Association EIN 130701750 | Hartsdale, NY | 12/31/2024 |
| Laborers District Council Of EIN 256035806 | Pittsburgh, PA | 12/31/2024 |
| The Rotary Foundation Of Rotary International EIN 363245072 | Evanston, IL | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| New England Teamsters Pension Fund New England Teamsters Pension Fund | Burlington, MA | 2024 |
| Ironworkers National Pension Plan Ironworkers National Pension Plan Board Of Trustees | 2024 | |
| Painters And Allied Trades District Council No.35 Annuity Fund Painters Annuity Council No. 35 Annuity Fund | 2024 | |
| Painters And Allied Trades District Council No. 35 Pension Fund Bd Of Trustees Pdc Pension Fund | 2024 | |
| Metal Trades Branch Local 638 Pension Fund Metal Trades Branch Local 638 Pension Fund | 2024 | |
| Plumbers & Steamfitters Local 43 Pension Fund Plumbers & Steamfitters Local 43 Pension Fund | 2024 | |
| Hagerstown Motor Carriers And Teamsters Pension Plan Board Of Trustees Hagerstown Motor Carriers And | 2024 | |
| 32 Bj School Workers Pension Fund Board Of Trustees Of The 32 Bj School Workers Pension Fund | 2024 | |
| Insulators And Allied Workers National Pension Fun Board Of Trustees Of The Insulators And Allied Workers National Pensio | Pembroke Pines, FL | 2024 |
| Southern California Ibew Neca Pension Plan Board Of Trustees, Southern California Ibew Neca | 2024 | |
| Michiana Area Electrical Workers Pension Fund Board Of Trustees Michiana Area Electrical Workers Pension Fund | 2024 | |
| United Association Plumbers Local 773 Pension Plan Trustees Of Plumbers Local 773 Pension Plan | Glens Falls, NY | 2024 |
| Dtts Pension Plan Deloitte Touche Tohmatsu Services, Llc | 2024 | |
| Millwrights' Local 1102 Supplemental Pension Fund Millwrights' Local 1102 Supplemental Pension Fund | 2024 | |
| I.U.O.E. Local 132 Pension Fund I.U.O.E. Local 132 Pension Fund | Huntington, WV | 2024 |
| Hawaii Sheet Metal Workers Pension Fund Hawaii Sheet Metal Workers Pension Fund | 2024 | |
| Hawaii Sheet Metal Workers Annuity Profit Sharing Hawaii Sheet Metal Workers Annuity Profit Sharing Fund | 2024 | |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 2024 | |
| Verizon Savings And Security Plan For West Region Hourly Employees Verizon Communications Inc. | 2024 | |
| International Union Of Operating Engineers Local 4 Pension Fund Board Of Trustees I.U.O.E. Local 4 Pension Fund | 2024 | |
| Bac Local #5 New York Pension Plan Bac Local #5 New York Pension Plan | 2024 | |
| Steamfitters Local Union No. 420 Pension Plan Board Of Trustees Of Steamfitters Lu 420 Pension Plan | 2024 | |
| Citi Retirement Savings Plan For Puerto Rico Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup Inc. | 2024 | |
| Citi Retirement Savings Plan Citigroup Inc. | 2024 | |
| Bricklayers Local No. 1 Of Ky. Pension Trust Fund Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust | 2024 | |
| Nxp 401(k) Retirement Plan Nxp Usa, Inc. | 2024 | |
| Bakery & Confectionery Union & Industry International Pension Fund Joint Board Of Trustees, Bakery & Confectionery Union & Industry | 2024 | |
| The Associated Jewish Community Federation Of Baltimore 401(k) Thrift Plan The Associated Jewish Community Federation Of Baltimore | 2024 | |
| Bronson Healthcare Retirement Plan Bronson Healthcare Group, Inc. | 2024 | |
| Neca Local Union No 313 Ibew Pension Plan Bd Of Tees Of Neca Lu No 313 Ibew Pension Plan | 2024 | |
| Teamsters Pension Trust Fund Of Philadelphia & Vic Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia & Vi | Pennsauken, NJ | 2024 |
| Shopmen Local Union 502 Pension Plan Shopmen Iron Workers Local 502 Board Of Trustees Pension Fund | 2024 | |
| Iron Workers District Council Of New England Pension Fund Board Of Trustees Iron Workers | 2024 | |
| Aep Retirement Savings 401(k) Plan American Electric Power Service Corporation | 2024 | |
| Hawaii Glaziers Pension Trust Fund Board Of Trustees Of Hawaii Glaziers Pension Trust Fund | 2024 | |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan Toyota Motor North America, Inc. | 2024 | |
| Steamfitters Industry Pension Fund Board Of Trustees Steamfitters Industry Pension Fund | 2024 | |
| Mason Tenders' District Council Pension Fund Board Of Trustees Mason Tenders District Council Pension Fund | 2024 | |
| Pandora Jewelry Llc 401(k) Plan Pandora Jewelry Llc | 2024 | |
| Teamsters Industrial Employees Pension Fund Teamsters Industrial Employees Pension Fund | 2024 | |
| Northern Mn Wi Area Retail Clerks Pension Fund Trustees Of Northern Mn Wi Area Retail Clerks Pension Fund | 2024 | |
| Southern Electrical Retirement Fund Board Of Trustees Southern Electrical Retirement Fund | 2024 | |
| Plumbers & Steamfitters Pension Fund Local Union 373 Board Of Trustees Local Union 373 U.A. Pension Fund | 2024 | |
| Plumbers And Steamfitters Local No. 177 Pension Plan Board Of Trustees Plumbers And Steamfitters Local No. 177 Pension | 2024 | |
| Tidewater Electrical Industry Pension Fund Board Of Trustees Tidewater Electrical Industry Pension Fund | 2024 | |
| Transtar, Llc Pension Plan Transtar, Llc | 2024 | |
| Uiu Newspaper Guild Of Greater Philadelphia Pension Fund Uiu Newspaper Guild Of Greater Philadelphia Pension Fund | 2024 | |
| Ameren Retirement Plan Ameren Corporation | St. Louis, MO | 2024 |
| Ret. Program For Ees Of Viskase Companies, Inc. Viskase Companies, Inc. | 2024 | |
| Laborers Local 235 Pension Fund Board Of Trustees Laborers Local 235 Pension Fund | 2024 | |
| North Central States Regional Council Of Carpenters Pension Fund Joint Board Of Trustees Of North Central States Regional Council Of | 2024 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Butterly, William, George | General Counsel, Director Of Sustainability & Engagement, & Secretary | Jul 2008 (18y) | Less than 5% | |
| Feeney, Joseph, Francis | Chief Executive Officer & Director | Jul 2008 (18y) | Less than 5% | |
| Donovan, Mark, Edward | Director | Sep 2016 (10y) | Less than 5% | |
| Varner, Greg, Allan | Chief Financial Officer & Treasurer | May 2017 (9y) | Less than 5% | |
| Van Hooser, David, Gordon | Director | Jun 2017 (9y) | Less than 5% | |
| Koyanagi, Stan, Hiroto | Director | Feb 2018 (9y) | Less than 5% | |
| Lengieza, Kenneth, Michael | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Kuzminskas, Mark, Stephen | Chief Operating Officer | Sep 2019 (7y) | Less than 5% | |
| Finley, Jeffrey, Allen | Director | Jan 2021 (6y) | Less than 5% | |
| Van Hassel, Gilbert | Director | May 2022 (4y) | Less than 5% | |
| Habiro, Kiyoshi | Director | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oce Us Holding, Inc. | Sole Shareholder | Jan 2006 | A | 75% or more |
| Orix Corporation Europe N.V. | Sole Shareholder | Nov 2014 | B | ≈ 42.19% – 100% via Oce Us Holding B.V. |
| Orix Corporation | Sole Shareholder | Jul 2013 | B | ≈ 31.64% – 100% via Orix Corporation Europe N.V. |
| Oce Us Holding B.V. | Sole Shareholder | Nov 2014 | B | ≈ 56.25% – 100% via Oce Us Holding, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Orix Corporation Europe N.V.: 75% – 100% of Oce Us Holding B.V. × 75% – 100% of Oce Us Holding, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Orix Corporation: 75% – 100% of Orix Corporation Europe N.V. × 75% – 100% of Oce Us Holding B.V. × 75% – 100% of Oce Us Holding, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Oce Us Holding B.V.: 75% – 100% of Oce Us Holding, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $340M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Boston Partners Long/Short Equity, L.P. | Hedge Fund | $141M | $1.0M | 9 |
| Boston Partners Global Equity Fund | Other Private Fund | $85.2M | $250K | 5 |
| Boston Partners International Equity Fund | Other Private Fund | $83.3M | $250K | 7 |
| Wpg Partners Opportunistic Value Fund, L.P. | Hedge Fund | $31.0M | $1.0M | 23 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (51)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | 21,670 | $9.1B | 10/01/2024 |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board Of Trustees | 2,852 | $503M | 07/01/2024 |
| Painters And Allied Trades District Council No.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | 2,820 | $527M | 07/01/2024 |
| Painters And Allied Trades District Council No. 35 Pension Fund | Bd Of Trustees Pdc Pension Fund | 2,235 | $806M | 07/01/2024 |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | 3,224 | $1.0B | 07/01/2024 |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | 697 | $153M | 07/01/2024 |
| Hagerstown Motor Carriers And Teamsters Pension Plan | Board Of Trustees Hagerstown Motor Carriers And | 357 | $223M | 07/01/2024 |
| 32 Bj School Workers Pension Fund | Board Of Trustees Of The 32 Bj School Workers Pension Fund | 5,309 | $625M | 07/01/2024 |
| Insulators And Allied Workers National Pension Fun | Board Of Trustees Of The Insulators And Allied Workers National Pensio | 2,755 | $597M | 07/01/2024 |
| Southern California Ibew Neca Pension Plan | Board Of Trustees, Southern California Ibew Neca | 8,335 | $1.6B | 07/01/2024 |
| Michiana Area Electrical Workers Pension Fund | Board Of Trustees Michiana Area Electrical Workers Pension Fund | 1,392 | $228M | 07/01/2024 |
| United Association Plumbers Local 773 Pension Plan | Trustees Of Plumbers Local 773 Pension Plan | 282 | $112M | 06/01/2024 |
| Dtts Pension Plan | Deloitte Touche Tohmatsu Services, Llc | 1,770 | $248M | 06/01/2024 |
| Millwrights' Local 1102 Supplemental Pension Fund | Millwrights' Local 1102 Supplemental Pension Fund | 2,386 | $0 | 05/01/2024 |
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | 1,524 | $559M | 04/01/2024 |
| Hawaii Sheet Metal Workers Pension Fund | Hawaii Sheet Metal Workers Pension Fund | 430 | $316M | 02/01/2024 |
| Hawaii Sheet Metal Workers Annuity Profit Sharing | Hawaii Sheet Metal Workers Annuity Profit Sharing Fund | 439 | $109M | 02/01/2024 |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan | Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 9,133 | $1.6B | 01/01/2024 |
| Verizon Savings And Security Plan For West Region Hourly Employees | Verizon Communications Inc. | 430 | $316M | 01/01/2024 |
| International Union Of Operating Engineers Local 4 Pension Fund | Board Of Trustees I.U.O.E. Local 4 Pension Fund | 3,513 | $1.3B | 01/01/2024 |
| Bac Local #5 New York Pension Plan | Bac Local #5 New York Pension Plan | 69 | $64.4M | 01/01/2024 |
| Steamfitters Local Union No. 420 Pension Plan | Board Of Trustees Of Steamfitters Lu 420 Pension Plan | 2,425 | $644M | 01/01/2024 |
| Citi Retirement Savings Plan For Puerto Rico | Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup Inc. | 103 | $50.1M | 01/01/2024 |
| Citi Retirement Savings Plan | Citigroup Inc. | 74,487 | $23.2B | 01/01/2024 |
| Bricklayers Local No. 1 Of Ky. Pension Trust Fund | Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust | 389 | $23.9M | 01/01/2024 |
Top 25 of 51 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (3)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Ferncliff Cemetery Association | Public charity | $351M | 12/31/2024 |
| Laborers District Council Of | Public charity | $533M | 12/31/2024 |
| The Rotary Foundation Of Rotary International | Public charity | $1.5B | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 2.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $6.0B (5% of AUM) Jun 2026
- Northern Trust $5.3B (5% of AUM) Jun 2026
- State Street $3.5B (4% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗