# Boston Trust Walden

Boston Trust Walden is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, United States
- **Founded:** 1974
- **Assets under management:** $16.0B
- **Website:** bostontrustwalden.com
- **LinkedIn:** https://www.linkedin.com/company/boston-trust-walden

## Regulatory record

- **CRD number:** 111266
- **SEC file number:** 801-60136
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Boston Trust Walden was established in 1974 as a US-based wealth manager. It delivers discretionary portfolio management services. Client types include institutions, pensions, and government agencies. No team size, additional offices, or recent operational events are recorded. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession details.

## Sectors

- ESG
- Socially Responsible Investing

## Questions

### Who runs investment decisions at Boston Trust Walden?

No named principals or CIOs are disclosed in available records.

### What asset classes does Boston Trust Walden deploy into?

No specific asset classes are identified in source material.

### Does Boston Trust Walden participate in fund commitments or direct deals?

The firm offers discretionary portfolio management; no fund or direct deal activity is detailed.

## Related profiles

- [Boston Standard Wealth Management](https://altss.com/profile/boston-standard-wealth-management)
- [Bosworth Capital Partners](https://altss.com/profile/bosworth-capital-partners)

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Updated: 2026-07-10T20:51:11.000Z

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