BOSTON ASSET MANAGEMENT ASSOCIATION, INC.

Lobbying Spend

—

Filings

Firms Hired

Active Period

2014–2024

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2024	—	4	2
2023	—	8	2
2022	—	8	2
2021	—	9	2
2020	—	8	2
2019	—	8	2
2018	—	9	2
2017	—	9	2
2016	—	11	3
2015	—	8	2
2014	—	8	3

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
JAMES W SEGEL LLC	—	41
CHARTWELL STRATEGY GROUP LLC	—	28
PUBLIC SPHERE, INC.	—	8
TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES)	—	11
SMITH, COSTELLO & CRAWFORD	—	2

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	83
SENATE	83

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	88
Retirement	Retirement	35
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	35

BOSTON ASSET MANAGEMENT ASSOCIATION, INC. — Lobbying Disclosure | Poliscope