S & Co, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 110026
- Registered since
- November 10, 1988
- Custodians
- FIDUCIARY TRUST COMPANY INTERNATIONAL
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.02%
- Pooled Investment Vehicles33.44%
- Charitable Organizations6.92%
- Individuals0.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
S & Co, Inc. is a corporation that provides advisory services to both individual/family and institutional clients. The firm is registered with the SEC (registration in 1988) and operates under an owner-managed structure. Its advisory fees are charged as a percentage of assets under management. The firm’s advisory activity includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of external advisers. It is classified as an Other Fund Provider and is not identified as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds51%
- Private Funds36%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$107M in ETFs
95%
$102M
0%
$5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $30.7M | 80,664 | 28.70% |
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
- 50 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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