|
⚲
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| Boston Family Office LLC
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|
|
|---|---|
| CRD # | 107141 |
| SEC # | 801-52883 |
| CIK # | 0001039807 |
| AUM | $1.7 BB (2024-02-21) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 617-624-0800 |
| Address | 88 Broad St 2nd Floor Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.1 | |
| MSFT | 1,918,222.4 | 0.1 | |
| AMZN | 1,092,997.8 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| V | 419,260.5 | 0.0 | |
| ANSS | 20,889.8 | 0.0 | |
| UNP | 133,995.4 | 0.0 | |
| IQV | 40,166.9 | 0.0 | |
| AMT | 117,747.1 | 0.0 | |
| ATR | 6,734.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 28.7 |
| (b) Individuals (high net worth individuals) | 266 | 1,627.5 |
| (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 | 9 | 79.7 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 789 | 1,736.6 |
| By Discretionary | ||
| Discretionary | 769 | 1,692.2 |
| Non-Discretionary | 20 | 44.5 |
| Total | 789 | 1,736.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 1,733.9 | |
| Total | 789 | 1,736.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001039807] |
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|---|---|---|
|
CFM Advisors Inc
✚
|
NY | 1.7 |
|
Resonant Capital Advisors LLC
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WI | 1.7 |
|
YHB Investment Advisors Inc
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CT | 1.7 |
|
SAX Wealth Advisors LLC
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McAdam LLC
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PA | 1.7 |
|
First Citizens Investor Services Inc
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NC | 1.7 |
|
Pinnacle Wealth Planning Services Inc
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OH | 1.7 |
|
Advisory Services & Investments LLC
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|
OR | 1.7 |
|
Advocacy Wealth Management LLC
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GA | 1.7 |
|
Maple Capital Management Inc
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|
VT | 1.7 |