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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Boston Family Office LLC
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| CRD # | 107141 |
| SEC # | 801-52883 |
| CIK # | 0001039807 |
| AUM | $1.9 B (2025-02-26) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 617-624-0800 |
| Address | 88 Broad St 2nd Floor Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 7.4 | ||
| Lincoln Electric Holdings Inc | 7.2 | ||
| Lilly Eli & Co | 7.0 | ||
| Tyco Electronics Ltd | 6.6 | ||
| TJX Companies Inc /DE/ | 6.3 | ||
| ASML Holding NV | 6.3 | ||
| Zoetis Inc | 5.4 | ||
| Teradyne Inc | 5.3 | ||
| Analog Devices Inc | 5.0 | ||
| Ingersoll-Rand PLC | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 24.6 |
| (b) Individuals (high net worth individuals) | 270 | 1,759.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 82.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 1,867.8 |
| By Discretionary | ||
| Discretionary | 786 | 1,820.6 |
| Non-Discretionary | 20 | 47.2 |
| Total | 806 | 1,867.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 1,864.7 | |
| Total | 806 | 1,867.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001039807] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Heartland Advisors Inc
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WI | 1.9 |
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Human Investing LLC
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OR | 1.9 |
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Kiley Juergens Wealth Management LLC
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WA | 1.9 |
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Heitman Real Estate Securities LLC
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IL | 1.9 |
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Suncoast Equity Management LLC
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FL | 1.9 |
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Avity Investment Management Inc
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CT | 1.9 |
|
van Hulzen Asset Management LLC
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CA | 1.9 |
|
Albion Management Group
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|
UT | 1.9 |
|
Rather & Kittrell Inc
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|
TN | 1.9 |
|
Private Wealth Asset Management LLC
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|
NE | 1.8 |