|
⚲
|
| Keyboard |
| Boston Family Advisors LLC
✚
|
|
|---|---|
| CRD # | 299060 |
| SEC # | 801-128445 |
| CIK # | 0001883086 |
| AUM | 329.7 M (2026-03-19) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 617-963-0904 |
| Address | 118 Newbury Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BFA Private Opportunities Fund I LP | [2023-06-28] | 9.2 M | 8.0 M |
| Offered $10,000,000 · Filed 2023-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $775,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 38 | 321.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 329.7 |
| By Discretionary | ||
| Discretionary | 167 | 263.6 |
| Non-Discretionary | 31 | 66.1 |
| Total | 198 | 329.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.7 | |
| Total | 198 | 329.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bfa Private Opportunities Fund I GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001883086] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 17 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Twin Point Capital LLC
✚
|
NY | 355.9 M |
|
Cottonwood Ventures LLC
✚
|
TX | 347.3 M |
|
Millennial Advisers LLC
✚
|
NY | 339.4 M |
|
OCM Private Wealth LLC
✚
|
IL | 338.1 M |
|
Weik Capital Management Inc
✚
|
PA | 334.7 M |
|
Sectoral Asset Management Inc
✚
|
331.4 M | |
|
M4A3 LLC
✚
|
CO | 322.0 M |
|
Impact Investors Inc
✚
|
318.2 M | |
|
Adalta Capital Management LLC
✚
|
NY | 305.5 M |
|
Blue Diamond Capital Investment Advisors LLC
✚
|
UT | 301.4 M |