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Boston Partners Portfolio Trust updates its Form D — $2.2B sold

Fund raise update · Other fund · Open-ended · BOSTON, MA · Form D/A filed 2026-09-18 · all Boston vehicles
$100M+ sold

How this compares

  • Across 240 other fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 4 months.
  • No earlier fund launch by this sponsor appears on EDGAR.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Boston on EDGAR

Earlier and related filings by the same issuer and sponsor. All Boston vehicles →

People on the filing

Joseph FeeneyExecutive Officer
- BNY Mellon Trust of Delaware, NAExecutive Officer
- Boston Partners Global Investors, Inc.Executive Officer, Promoter
Mark Stephen KuzminskasExecutive Officer
Greg A. VarnerExecutive Officer

Signed by William G. Butterly, III, General Counsel.

Placement agents / sales compensation: Boston Partners Securities, L.L.C.

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans.