State Street Research & Management Company (Boston)
State Street Research & Management Company is a large advisory firm based in Boston. It manages $15.6 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of California, Connecticut, Delaware, and 10 other states.
State Street Research & Management Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
State Street Research & Management Company: assets under management
The assets under management (AUM) of State Street Research & Management Company is $15.6 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay State Street Research & Management Company for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at State Street Research & Management Company
Ralph Lewis Schlosstein has been acting as President since 1 Jan 2005. Susan Lynne Wagner joined the executive team most recently as the Vice Chariman & Chief Operating Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 13 indirect owners.Based in Boston
The principal office where State Street Research & Management Company performs its advisory services is located at One Financial Center, Boston, MA 02111, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-357-1200 or by fax 617-261-7785. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.statestreetresearch.com.
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