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| Foster Dykema Cabot & Partners LLC
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|---|---|
| CRD # | 300282 |
| SEC # | 801-114693 |
| CIK # | 0002011882 |
| AUM | $2.2 B (2026-03-27) |
| Employees | 21 (38% Investors, 0% Brokers) |
| Phone | 617-423-3900 |
| Address | 1075 Main Street Suite 200 Waltham, MA 02451 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amphenol Corp /DE/ | 63.5 | ||
| Quanta Services Inc | 55.1 | ||
| Amazon Com Inc | 49.2 | ||
| Alphabet Inc | 47.5 | ||
| Costco Wholesale Corp /NEW | 44.9 | ||
| Microsoft Corp | 42.2 | ||
| J P Morgan Chase & Co | 34.9 | ||
| American Express Co | 34.4 | ||
| Nvidia Corp | 33.0 | ||
| Eaton Corp Ltd | 32.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | FDC Investment Partners VIII LP | [2025-04-25] | 33.6 | 11.9 |
| PE | FDC Investment Partners V-A LLC | [2022-03-30] | 32.3 | 4.3 |
| PE | FDC Investment Partners VII LLC | [2022-03-30] | 32.3 | 22.7 |
| PE | FDC Investment Partners VI LLC | [2020-03-30] | 30.8 | 28.8 |
| PE | FDC Investment Partners V LLC | [2017-03-29] | 32.3 | 20.6 |
| PE | FDC Investment Partners IV LLC | [2016-03-29] | 33.3 | 15.3 |
| PE | FDC Investment Partners III LLC | [2014-03-28] | 30.7 | 6.0 |
| PE | FDC Investment Partners II LLC | [2012-03-30] | 26.9 | 1.3 |
| PE | FDC Investment Partners I LLC | [2012-03-30] | 38.1 | 5.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 0.0 |
| (b) Individuals (high net worth individuals) | 718 | 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 | 8 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 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 | 32 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 855 | 2.2 |
| By Discretionary | ||
| Discretionary | 855 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 855 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 855 | 2.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Brown | 193 | 13 | ||
| Capital Integration Systems LLC | 141 | 10 | ||
| Foster Dykema Cabot & Partners LLC | 9 | 2 | ||
| Vikram Soorma | 8 | 2 | ||
| Elizabeth Braudis | 8 | 2 | ||
| Jeffrey McGrew | 8 | 2 | ||
| Elizabeth Gardner | 7 | 2 | ||
| F Fisher | 7 | 2 | ||
| Andrew Knowland Jr | 6 | 1 | ||
| Geoffrey Kuli | 3 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011882] |
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|---|---|---|
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RAGA Partners LP
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Abacus Planning Group Inc
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SC | 2.2 |