Back Bay Advisors, LLC

Overview

Back Bay Advisors, LLC is a small, fee-based advisory firm that manages concentrated equity portfolios for individuals and small businesses. The firm favors exchange-traded equities and ETFs as the core building blocks of client portfolios, delivering discretionary portfolio management alongside a mix of AUM‑based and fixed-fee arrangements. Its advisory activity centers on direct portfolio construction and ongoing management rather than large-scale capital allocation or institutional consulting. Risk and implementation preferences point toward liquid, publicly traded instruments for core exposures, supplemented by targeted allocations to third‑party alternative managers in real estate and private credit. The firm does not identify as an active ESG investor and operates under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices