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 is an independent registered investment adviser that provides wealth management, financial planning, and portfolio management services to high-net-worth individuals, families and select institutions. The firm functions as a capital allocator for clients and also performs manager selection for third-party advisers. Its advisory services are delivered under a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — and the business model includes both discretionary portfolio management and consultative planning work. The firm reports being an active ESG investor and maintains roles beyond traditional adviser duties, including sponsorship or general partner involvement in 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 1
Darren Beals
Chief Compliance OfficerCRD 6317684
Contacts
3 of 9
Benjamin 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 97Active vs passive
$338M in ETFs
89%
$301M
4%
$36.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $65.2M | 94,960 | 19.28% |
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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