Boston Advisors LLC

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Assets, Funds, Holdings

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Boston Advisors LLC
CRD #140059
SEC #801-66535
CIK #0001062842
AUM
Employees 40 (42% Investors, 0% Brokers)
Phone617-348-3100
AddressOne Liberty Square
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
6.04.83.62.41.20.02006201220182024
Sector Form 13F Holdings Value ($B)
Microsoft Corp 0.1
Apple Inc 0.1
J P Morgan Chase & Co 0.0
Amazon Com Inc 0.0
Lam Research Corp 0.0
Facebook Inc 0.0
Bank of America Corp /DE/ 0.0
Mastercard Inc 0.0
Harris Corp /DE/ 0.0
VISA Inc 0.0
View All
Holdings by Sector ($B)
5.04.03.02.01.00.02012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 438 0.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.3
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 3 0.1
(h) Charitable organizations 23 0.2
(i) State or municipal government entities 8 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 3 0.2
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 0.1
(n) Other 167 0.5
Total 1,343 2.2
By Discretionary
Discretionary 1,242 2.1
Non-Discretionary 101 0.2
Total 1,343 2.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.2
Total 1,343 2.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001062842]
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