Boston Trust Walden Inc.
SEC-registered
Mutual Fund / Asset Manager · Mid-sized ($1B–$10B)
CRD 111266
· SEC file 801-60136
· Boston, MA
· www.bostontrustwalden.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $4.6B
- Discretionary
- $4.6B
- Clients
- 15
- Avg AUM / client
- $306M
- Accounts
- 15
- Employees
- 32
AUM over time
$1.3B
$5.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 10 | $3.9B | 85.6% |
| State or municipal government entities | 2 | $159M | 3.47% |
| Sovereign wealth funds and foreign official institutions | 1 | $227M | 4.94% |
| Other | 2 | $276M | 6.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (14)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Santini, Lucia, Bianca | Director/President | Jan 2001 (26y) | Less than 5% | |
| Colasacco, Domenic | Director | Aug 2004 (22y) | GP / trustee / elected manager of Boston Trust Walden Company (indirect) | |
| Amyouny, Stephen, James | Director | Jan 2011 (16y) | GP / trustee / elected manager of Boston Trust Walden Company (indirect) | |
| Scott, Kenneth, Peter | Director | Jan 2011 (16y) | GP / trustee / elected manager of Boston Trust Walden Company (indirect) | |
| Ellis, Jennifer, Ann | Chief Financial Officer | Jan 2012 (15y) | Less than 5% | |
| Gluck, Kimberly, Davis | Director | Jun 2015 (11y) | GP / trustee / elected manager of Boston Trust Walden Company (indirect) | |
| Sandell, David, Aaron | Director | Jan 2017 (10y) | Less than 5% | |
| Vanni, Heidi, Harris | Director | Jan 2018 (9y) | Less than 5% | |
| Boland, Thomas, John | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Williams, Richard, Quiller | Director | Jan 2020 (7y) | GP / trustee / elected manager of Boston Trust Walden Company (indirect) | |
| Kelly, Sarah, Therese | Director | Apr 2020 (6y) | GP / trustee / elected manager of Boston Trust Walden Company (indirect) | |
| Kaser, Amy, Crandall | Director | Jun 2020 (6y) | Less than 5% | |
| Pelsue, Katrina, Lee | Director | Mar 2022 (4y) | Less than 5% | |
| O'connell, Jason, T | Director | Dec 2022 (4y) | GP / trustee / elected manager of Boston Trust Walden Company (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Boston Trust Walden Company | Corporation | Mar 2001 | A | 75% or more |
| Boston Trust Walden Corporation | Shareholder | Feb 2001 | B | ≈ 56.25% – 100% via Boston Trust Walden Company |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Boston Trust Walden Corporation: 75% – 100% of Boston Trust Walden Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (18)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lnp Media Group, Inc. 401(k) Retirement Plan | Pennon Organization | 121 | $5.1M | 07/01/2024 |
| Pennon Organization 401(k) Retirement Plan | Pennon Organization | 71 | $12.4M | 07/01/2024 |
| Community Resources For Independence, Inc. 401(k) Profit Sharing Plan | Community Resources For Independence, Inc. | 315 | $12.5M | 07/01/2024 |
| Annuity Fund Of Operating Engineers Local 513 | Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513 | 9,570 | $323M | 05/01/2024 |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local No.292 Pension Plan | 2,466 | $447M | 05/01/2024 |
| Iron Workers' Local No. 25 Pension Fund | Board Of Trustees, Iron Workers Local No. 25 | 1,795 | $565M | 05/01/2024 |
| Boston Plasterers & Cement Masons Local 534 Deferred Income Plan | Board Of Trustees Bpcm Local 534 Deferred Income Fund | 267 | $45.7M | 04/01/2024 |
| Minneapolis Retail Meat Cutters And Food Handlers Pension Fund | Board Of Trustees, Minneapolis Retail Meat Cutters | 1,611 | $679M | 03/01/2024 |
| Pipefitters Union Local No. 537 Pension Fund | Pipe & Refrigeration Fitters Local 537 | 2,372 | $962M | 03/01/2024 |
| Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | Pipefitters Local Union No.537 | 3,374 | $785M | 03/01/2024 |
| Jm Family Associates' Retirement Plan | Jm Family Automotive Llc | 4,088 | $828M | 01/01/2024 |
| Retirement Plan For Employees Of Puget Sound Energy, Inc. | Puget Sound Energy, Inc. | 1,805 | $830M | 01/01/2024 |
| Twin Cities Bakery Drivers Pension Plan | Twin Cities Bakery Drivers Pension Fund | 256 | $97.1M | 01/01/2024 |
| Ufcw Union Local No. 655, Food Employer's Joint Pe | Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan | 6,048 | $780M | 01/01/2024 |
| The Juniata Valley Bank 401(k) Plan | The Juniata Valley Bank | 154 | $15.2M | 01/01/2024 |
| Local 888 Pension Fund | Board Of Trustees Local 888 Pension Fund | 42 | $46.3M | 01/01/2024 |
| District No. 9 International Association Of Machin Aerospace Workers Pension Plan | Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust | 1,925 | $749M | 01/01/2024 |
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan | Mcgill, Power, Bell & Associates, Llp | 117 | $11.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Northern Trust $244M (5% of AUM) Mar 2026
- State Street $200M (4% of AUM) Mar 2026
- J.P. Morgan $141M (3% of AUM) Mar 2026
- BNY Mellon $89.7M (2% of AUM) Mar 2023
- Bnp Paribas S.A. Niederlassung Deutschland $76.6M (2% of AUM) Mar 2026
- Bnp Paribas Securities Services Sca Jersey Branch $56.4M (3% of AUM) Sep 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗