BOSTON FAMILY OFFICE LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 107141
- Registered since
- September 17, 1996
- Website
- www.bosfam.com
- Custodians
- THE BANK OF NEW YORK MELLON, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.66%
- Charitable Organizations5.33%
- Individuals1.96%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Boston Family Office LLC operates as an independent registered investment adviser organized as an LLC and registered with the SEC since 1996. The firm positions itself as a capital allocator for high-net-worth individuals, families and institutional clients, combining financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Its revenue model includes percentage of AUM, hourly charges and fixed fees. Boston Family Office LLC identifies as an active ESG investor and maintains roles that go beyond advisory work—its affiliations include acting as an investment adviser to other vehicles as well as sponsor, general partner or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- State & Local Bonds6%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- Non-Exchange Traded Equities3%
Owners & executives
1 of 1DARREN BEALS
Chief Compliance OfficerCRD 6317684
Contacts
3 of 9BENJAMIN RICHARDSON
Partner and Portfolio ManagerCRD 5562033
PEDER JOHNSON
Partner and Portfolio ManagerCRD 5276270
GEORGE BEAL
Managing Partner, Portfolio ManagerCRD 4359958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$285M in ETFs
88%
$251M
5%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $47.6M | 79,715 | 16.71% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 20 Custom House St
- Time zone
- ET (UTC-5)
- Office locations
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