Investment adviser · CRD 124982

BOSTON PARTNERS

Investment adviser filing (IA)

BOSTON PARTNERS GLOBAL INVESTORS, INC.

BOSTON, MA, United States · Form ADV filed Jun 18, 2026

Regulatory AUM: $116B
Client accounts: 6,982
Employees: 185
Advisory professionals: 59

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	15	$58,409,812,391	50.3%
Pooled investment vehicles	11	$20,668,406,561	17.8%
Other clients	6,680	$15,683,848,676	13.5%
Retirement plans	73	$8,515,728,187	7.3%
Government entities	37	$5,951,779,046	5.1%
Insurance companies	9	$2,144,200,236	1.8%
Corporations & businesses	27	$1,908,576,480	1.6%
Sovereign wealth & foreign institutions	2	$1,749,886,487	1.5%
Charities	27	$642,836,762	0.6%
High-net-worth individuals	101	$490,643,422	0.4%

Filing source

Form ADV 2113975 · Jun 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BOSTON PARTNERS INTERNATIONAL EQUITY FUNDOther Private Fund · Last reported Jun 18, 2026$299MGross asset value

Form D fundraising filings

Boston Partners Portfolio Trust

Fund administrator THE BANK OF NEW YORK MELLON CORPORATION GREENVILLE, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian THE BANK OF NEW YORK MELLON CORPORATION WILMINGTON, Delaware, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188

Fund details & source

Fund ID: 805-1060415334
Reported beneficial owners: 12
Minimum commitment: $250K
Form D file number: 021-102257

Form ADV 2113975 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BOSTON PARTNERS GLOBAL EQUITY FUNDOther Private Fund · Last reported Jun 18, 2026$142MGross asset value

Fund administrator THE BANK OF NEW YORK MELLON CORPORATION GREENVILLE, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian THE BANK OF NEW YORK MELLON CORPORATION WILMINGTON, Delaware, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188

Fund details & source

Fund ID: 805-9595189020
Reported beneficial owners: 8
Minimum commitment: $250K
Form D file number: 021-102257

Form ADV 2113975 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BOSTON PARTNERS LONG/SHORT EQUITY, L.P.Hedge Fund · Last reported Jun 18, 2026$111MGross asset value

Form D fundraising filings

Boston Partners Long/Short Equity, L.P.

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

GOLDMAN SACHS & CO. LLC
SEC 8-129

MORGAN STANLEY & CO. LLC
SEC 8-15869

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-4648625239
Reported beneficial owners: 8
Minimum commitment: $1M
Form D file number: 021-76867

Form ADV 2113975 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WPG PARTNERS OPPORTUNISTIC VALUE FUND, L.P.Hedge Fund · Last reported Jun 18, 2026$32.6MGross asset value

Form D fundraising filings

WPG Partners Opportunistic Value Fund, L.P.

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-7414199136
Reported beneficial owners: 23
Minimum commitment: $1M
Form D file number: 021-128688

Form ADV 2113975 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ROBECO TRANSTREND DIVERSIFIED FUND, L.L.C.Hedge Fund · Last reported Apr 17, 2012$733MGross asset value

Form D fundraising filings

BP Transtrend Diversified Fund LLC

Fund administrator CACEIS (USA) INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ROTHSTEIN KASS & COMPANY ROSELAND, New Jersey, United States

Custodian CACEIS BANK LUXEMBOURG LUXEMBOURG, Luxembourg Related to adviser: No

Custodian WELLS FARGO BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-4606160630
Reported beneficial owners: 74
Minimum commitment: $1M
Form D file number: 021-117616

Form ADV 640851 · Apr 17, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ROBECO GLOBAL EMERGING MARKETS EQUITY FUNDOther Private Fund · Last reported Oct 28, 2016$186MGross asset value

Fund administrator BNY MELLON TRUST OF DELAWARE GREENVILLE, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP NEW YORK, New York, United States

Custodian THE BANK OF NEW YORK MELLON GREENVILLE, Delaware, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-4526647230
Reported beneficial owners: 8
Minimum commitment: $2M
Form D file number: 021-102257

Form ADV 1046666 · Oct 28, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ROBECOSAM SUSTAINABLE WATER PORTFOLIOOther Private Fund · Last reported Oct 28, 2016$77.6MGross asset value

Fund administrator THE BANK OF NEW YORK MELLON CORPORATION GREENVILLE, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP NEW YORK, New York, United States

Custodian THE BANK OF NEW YORK MELLON CORPORATION GREENVILLE, Delaware, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-3477712738
Reported beneficial owners: 8
Minimum commitment: $3M
Form D file number: 021-102257

Form ADV 1046666 · Oct 28, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 18, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1 BEACON STREET, 30TH FLOOR
BOSTON, MA, 02108, United States

CRD 124982

Filing source

Form ADV 2113975 · Jun 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.