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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

Boston Partners

$104.0B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($4.67B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$4.67B
Total AUM: $104.0B
Median Disclosed Amount
$117.2M
Range: $15.0M – $612.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Boston Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
AEW Senior Housing Investors III, LPAdviser 7.B Vehicle Real Estate 2025
$532.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Onex Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$506.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Trident X, L.P.Adviser 7.B Vehicle Buyout 2025
$506.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Canyon Laurel Fund II LPAdviser 7.B Vehicle Real Estate 2024
$20.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
American Securities Partners IX, L.P.Adviser 7.B Vehicle Buyout 2024
$452.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Boston Partners

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Boston Partners (OCIO / Wealth RIA, $104.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.7% Actual; $1,352.5M Unallocated Target Bandwidth). SEC Form ADV (801-61786, CRD #124982) verified $104.04B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Boston Partners

663 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Boston Partners (21 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Commonwealth Financial Network

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Beach Point Opportunities Fund V (2023 Vintage)
Boston Partners: $101.5M · SEC Form ADV 7.B
Commonwealth Financial Network: $124.2M · SEC Form ADV 7.B

Additional shared vehicles: Battery Ventures XV (2023 Vintage) · Base10 Advancement Initiative II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Battery Ventures XV (2023 Vintage)
Boston Partners: $75.0M · SEC Form ADV 7.B
Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust: $39.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Beach Point Opportunities Fund V (2023 Vintage) · Base10 Advancement Initiative II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Rockefeller Capital Management

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Base10 Advancement Initiative II (2022 Vintage)
Boston Partners: $144.5M · SEC Form ADV 7.B
Rockefeller Capital Management: $63.2M · SEC Form ADV 7.B

Additional shared vehicles: Beach Point Opportunities Fund V (2023 Vintage) · Battery Ventures XV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+660 Additional Institutional LPs Report Shared Vehicles with Boston Partners

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Boston Partners

You are viewing 5 open public preview records (out of 21 total tracked records for Boston Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (663 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Boston Partners

Buyout LPs →Real Estate LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →

Frequently Asked Questions: Boston Partners

What type of institutional allocator is Boston Partners and what is their typical disclosed ticket size?

Boston Partners is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 21 historical disclosure records tracked on Prilago ($4.67B total parsed USD across disclosed rows), the median disclosed amount is $117.2M (range: $15.0M to $612.6M).

Which private-market strategies appear in Boston Partners's public disclosures?

Boston Partners has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Private Equity. Open preview records include AEW Senior Housing Investors III, LP (2025 Vintage), Onex Partners VI, L.P. (2025 Vintage), Trident X, L.P. (2025 Vintage), Canyon Laurel Fund II LP (2024 Vintage).

How are Boston Partners's historical records substantiated and separated from active searches on Prilago?

Records for Boston Partners cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Boston Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/boston-partners or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Boston Partners?

In Prilago's bilateral commitment graph, Boston Partners shares resolved underlying fund vehicles with 663 institutional LPs across 21 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Commonwealth Financial Network (9 shared vehicles, e.g. Beach Point Opportunities Fund V (2023 Vintage)), Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Battery Ventures XV (2023 Vintage)), Rockefeller Capital Management (9 shared vehicles, e.g. Base10 Advancement Initiative II (2022 Vintage)).

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