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| Keyboard |
| Boston Family Office LLC
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|---|---|
| CRD # | 107141 |
| SEC # | 801-52883 |
| CIK # | 0001039807 |
| AUM | 2,019.2 M (2026-03-02) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-624-0800 |
| Address | 20 Custom House Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 5.8 | ||
| Merck & Co Inc | 5.5 | ||
| Hubbell Inc | 5.2 | ||
| American Express Co | 5.1 | ||
| Monolithic Power Systems Inc | 5.0 | ||
| Health Care REIT Inc /DE/ | 4.6 | ||
| Ingersoll-Rand PLC | 4.3 | ||
| Waste Management Inc | 4.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.2 | ||
| Adobe Systems Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 0.0 |
| (b) Individuals (high net worth individuals) | 245 | 1.9 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 0.1 |
| (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 | 816 | 2.0 |
| By Discretionary | ||
| Discretionary | 797 | 2.0 |
| Non-Discretionary | 19 | 0.1 |
| Total | 816 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 816 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001039807] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional, Retail |
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