J.M. Forbes & Co LLP
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 107422
- Registered since
- May 6, 1960
- Website
- www.jmforbes.com
- Custodians
- SPTC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.43%
- Individuals10.98%
- Charitable Organizations6.83%
- Corporations / Businesses3.15%
- Pension & Profit Sharing Plans0.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
J.M. Forbes & Co LLP is a long-established limited liability partnership, SEC-registered since 1960, that provides discretionary portfolio management to individuals, families, small businesses and institutions. The firm charges either a percentage of assets under management or fixed fees and identifies itself as an active ESG investor, indicating ESG considerations are part of its investment approach. Advisory services are focused on portfolio management for both private clients and business/institutional accounts. The firm is organized under individual ownership and is not classified as a capital allocator.
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 Equities56%
- Public Funds/Mutual Funds23%
- US Government Bonds14%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Paul Kendrigan
Chief Compliance OfficerCRD 5369287
Contacts
3 of 8
Benjamin Waddicor
Portfolio ManagerCRD 6705729
Paul Elias
PartnerCRD 5051789
Thomas Brosnan
Senior Manager, InvestmentsCRD 4807304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$597M in ETFs
95%
$569M
<1%
$28M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $68.8M | 911,672 | 11.54% |
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
- 121 Mount Vernon St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Bain Capital Partnership Strategies, LP
RIABoston, MA
P/E Global LLC
RIABoston, MA
Omega Fund Management, LLC
RIABoston, MA
Penobscot Investment Management Company, Inc.
RIABoston, MA
Shellback Capital, LP
RIABoston, MA
Guidepost Growth Equity Management Company, L.P.
RIABoston, MA