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| Keyboard |
| Boston Portfolio Advisers LLC
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|---|---|
| CRD # | 172374 |
| SEC # | 801-135801 |
| CIK # | |
| AUM | 121.5 M (2026-04-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-227-7807 |
| Address | 6 Beacon Street Boston, MA 02108-3810 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 22.8 |
| (b) Individuals (high net worth individuals) | 69 | 98.7 |
| (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 | 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 | 383 | 121.5 |
| By Discretionary | ||
| Discretionary | 383 | 121.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 383 | 121.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 118.5 | |
| Total | 383 | 121.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Look Capital Management LLC
✚
|
121.9 M | |
|
Lifelong Wealth Management Group LLC
✚
|
OR | 121.7 M |
|
Commencement Financial Planning LLC
✚
|
121.7 M | |
|
Arbalpha Capital LLC
✚
|
FL | 121.6 M |
|
Blue Haven Capital LLC
✚
|
IL | 121.5 M |
|
GIRA & GIRA Investment Advisors LLC
✚
|
VA | 121.4 M |
|
Life Strategies Inc
✚
|
CA | 121.2 M |
|
Allen Financial Management LLC
✚
|
MI | 121.2 M |
|
Resnick Wealth Alliance LLC
✚
|
FL | 121.1 M |
|
West Financial Strategies Inc
✚
|
NC | 121.0 M |