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SEC Form D · Amendment · filed September 19, 2025

Boston Partners Portfolio Trust

Offering
—
Sold
$2.1B
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
BOSTON, MA
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (13)

Mark S. Kuzminskas · Boston, MAExecJoseph Feeney · Boston, MAExecGreg A. Varner · Boston, MAExecDaniel Ahrens · Brooklyn, NYExecRobert J. Weisskoff · Seattle, WAExecSugar Land Holdings GP, LLC · Norfolk, VAExecBNY Mellon Trust of Delaware · Wilmington, DEExecBoston Partners Global Investors, Inc · New York, NYExec · PromoterAndrew A. Levy · Westminster, MAExecRobert A. Crisafulli · Westminster, MAExecWalter M. Schenker · Westminster, MAExecBNY Mellon Trust of Delaware · Wilmington, DEExecBoston Partners Global Investors, Inc · New York, NYExec · Promoter

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗