Boston Management and Research

Asset Manager SEC-registered adviser
Boston, MA Website LinkedIn X

AUM

$154.7B
Regulatory AUM

Private funds

22
Other 22

Private fund assets

$62.3B
Gross asset value

Employees

203

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 29, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

B
Benjamin Huneke
Chief Executive Officer & President
Source: SEC Form ADV
L
Laura Donovan
Chief Compliance Officer & Vice President
Source: SEC Form ADV
L
Lisa Buhain Winslow
Chief Administrative Officer & Vice President
Source: SEC Form ADV

Funds(22)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Belhurst Capital Fund LLCOther$9.8B$5.7B1,921Apr 2026Hot
Belvedere Capital Fund Company LLCOther$268.4M$296.8M39Apr 2026Hot
Diversified Exchange Fund All-Cap, LLCOther$130.9M$144.7M48Mar 2026Warm
Diversified Exchange Fund Large-Cap, LLCOther$7.7M$54.5M23Mar 2026Warm
Clearlane Capital Fund LLCOther$3.5B$1.3B1,038Mar 2025Cool
Clearisle Capital Fund LLCOther$5.3B$2.4B1,607Apr 2023Cold
Beldore Capital Fund LLCOther$15.5B$5.8M2,751Nov 2021Cold
Belgard Capital Fund LLCOther$14.3B$3.0B865Oct 2021Cold
Clearfork Capital Fund LLCOther$7.1B$2.2B2,542Mar 2020Cold
Belnova Capital Fund LLCOther$5.3B$2.2B2,542Mar 2020Cold
Belwater Capital Fund LLCOther$1.7B———
Belcrest Capital Fund LLCOther$1.5B———
Belrose Capital Fund LLCOther$1.4B———
Belport Capital Fund LLCOther$1.2B———
Belbrook Capital Fund LLCOther$1.2B———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
104853
SEC file number
801-43127
CIK
910820

Sources