When was Boston Partners Portfolio Trust's most recent SEC filing?

Boston Partners Portfolio Trust's most recent Form D filing was on 2026-09-18.

How many investors does Boston Partners Portfolio Trust have?

The most recent Form D filing lists 151 investor(s).

Boston Partners Portfolio Trust

CIK: 0001396803·Pooled Investment Fund·BOSTON, MA·Business Trust

Reported Sold

N/A

Total Filings

Identified Offerings

Last Filed

Sep 18, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 19 unlinked amendments excluded.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Sep 18, 2026Form D/A — Amendment

Reported sold: $2,197,021,109 · Target: Indefinite

Rule 506(b)·151 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 19, 2025Form D/A — Amendment

Reported sold: $2,139,571,109 · Target: Indefinite

Rule 506(b)·147 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 20, 2024Form D/A — Amendment

Reported sold: $2,122,925,609 · Target: Indefinite

Rule 506(b)·146 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 22, 2023Form D/A — Amendment

Reported sold: $2,085,625,609 · Target: Indefinite

Rule 506(b)·142 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 23, 2022Form D/A — Amendment

Reported sold: $2,076,250,684 · Target: Indefinite

Rule 506(b)·141 investors·Section 3(c), Section 3(c)(1)

Changed: Sales commissions

Sep 24, 2021Form D/A — Amendment

Reported sold: $2,076,250,684 · Target: Indefinite

Rule 506(b)·141 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 25, 2020Form D/A — Amendment

Reported sold: $2,040,050,683 · Target: Indefinite

Rule 506(b)·139 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Sales commissions

Sep 27, 2019Form D/A — Amendment

Reported sold: $2,040,050,684 · Target: Indefinite

Rule 506(b)·139 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 28, 2018Form D/A — Amendment

Reported sold: $2,035,050,684 · Target: Indefinite

Rule 506(b)·136 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Sales commissions

Sep 28, 2017Form D/A — Amendment

Reported sold: $1,998,440,684 · Target: Indefinite

Rule 506(b)·136 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 28, 2016Form D/A — Amendment

Reported sold: $1,972,902,335 · Target: Indefinite

Rule 506(b)·135 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Sales commissions

Mar 11, 2016Form D/A — Amendment

Reported sold: $1,938,602,335 · Target: Indefinite

Rule 506(b)·135 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Mar 11, 2015Form D/A — Amendment

Reported sold: $1,797,413,575 · Target: Indefinite

Rule 506(b)·129 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Mar 11, 2014Form D/A — Amendment

Reported sold: $1,778,647,592 · Target: Indefinite

Rule 506(b)·125 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions, Exemptions

Mar 11, 2013Form D/A — Amendment

Reported sold: $1,738,071,289 · Target: Indefinite

Rule 506·123 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions, Exemptions

Mar 9, 2012Form D/A — Amendment

Reported sold: $1,692,971,289 · Target: Indefinite

Rule 506·120 investors·Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Mar 10, 2011Form D/A — Amendment

Reported sold: $1,655,471,289 · Target: Indefinite

Rule 506·118 investors·Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions

Aug 26, 2010Form D/A — Amendment

Reported sold: $1,428,471,289 · Target: Indefinite

Rule 506·115 investors·Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Sales commissions, Exemptions

Mar 10, 2010Form D/A — Amendment

Reported sold: $1,114,480,553 · Target: Indefinite

No verified predecessor available.

Rule 506·98 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

151

Revenue Range

—

Reported commissions across identified offerings

N/A

Amendment Rate

100%

Latest reported sold across 0 identified offerings

N/A

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

19 unlinked amendments excluded.

Key People

Boston Partners Global Investors, Inc.

Related Person

Appears on 8 filings

Joseph Feeney

Related Person

Appears on 8 filings

Greg A. Varner

Related Person

Appears on 8 filings

BNY Mellon Trust of Delaware, NA

Related Person

Appears on 7 filings

Mellon Trust of Delaware, NA

Related Person

Appears on 6 filings

Mark Stephen Kuzminskas

Related Person

Appears on 6 filings

Mellon Trust of Delaware, NA Mellon Trust of Delaware, NA

Related Person

Appears on 4 filings

Boston Partners Global Investors, Inc.

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Sep 18, 2026	Amendment	Indefinite	$2,197,021,109	151
Sep 19, 2025	Amendment	Indefinite	$2,139,571,109	147
Sep 20, 2024	Amendment	Indefinite	$2,122,925,609	146
Sep 22, 2023	Amendment	Indefinite	$2,085,625,609	142
Sep 23, 2022	Amendment	Indefinite	$2,076,250,684	141
Sep 24, 2021	Amendment	Indefinite	$2,076,250,684	141
Sep 25, 2020	Amendment	Indefinite	$2,040,050,683	139
Sep 27, 2019	Amendment	Indefinite	$2,040,050,684	139
Sep 28, 2018	Amendment	Indefinite	$2,035,050,684	136
Sep 28, 2017	Amendment	Indefinite	$1,998,440,684	136
Sep 28, 2016	Amendment	Indefinite	$1,972,902,335	135
Mar 11, 2016	Amendment	Indefinite	$1,938,602,335	135
Mar 11, 2015	Amendment	Indefinite	$1,797,413,575	129
Mar 11, 2014	Amendment	Indefinite	$1,778,647,592	125
Mar 11, 2013	Amendment	Indefinite	$1,738,071,289	123
Mar 9, 2012	Amendment	Indefinite	$1,692,971,289	120
Mar 10, 2011	Amendment	Indefinite	$1,655,471,289	118
Aug 26, 2010	Amendment	Indefinite	$1,428,471,289	115
Mar 10, 2010	Amendment	Indefinite	$1,114,480,553	98

Filing History

Amendment insights

Loading amendment history…

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Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

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Pooled Investment Fund

Offering target: Indefinite

Filed Nov 5, 2026