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 an independent registered investment adviser organized as a limited liability partnership. The firm is SEC-registered (initial registration year 1960) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on portfolio management for individuals, small businesses, and institutional entities. Fee arrangements include percentage-of-AUM and fixed-fee models. The firm reports an equities preference and identifies as an active ESG investor.
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 8Malcolm Davidson
PartnerCRD 4341191
David Warner
PartnerCRD 4341195
Benjamin Waddicor
Portfolio ManagerCRD 6705729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$619M in ETFs
96%
$591M
<1%
$27.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $71.2M | 911,314 | 11.50% |
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
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