|
⚲
|
| U S Boston Capital Corporation
✚
|
|
|---|---|
| CRD # | 5251 |
| SEC # | 801-130044 |
| CIK # | |
| AUM | $359.8 M (2026-02-03) |
| Employees | 5 (20% Investors, 40% Brokers) |
| Phone | 781-259-1144 |
| Address | 55 Old Bedford Road Lincoln, MA 01773 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 68.0 |
| (b) Individuals (high net worth individuals) | 30 | 279.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 359.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 271 | 359.8 |
| Total | 271 | 359.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.8 | |
| Total | 271 | 359.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transcendent Capital Group LLC
✚
|
OK | 0.4 |
|
Cordis Financial LLC
✚
|
MN | 0.4 |
|
Goldman Lancaster Inc
✚
|
CA | 0.4 |
|
Jessup Wealth Management Inc
✚
|
OH | 0.4 |
|
BCO Wealth Management LLC
✚
|
NM | 0.4 |
|
The David J Yvars Group Inc
✚
|
0.4 | |
|
Clearwave Capital LLC
✚
|
CA | 0.4 |
|
Seros Financial LLC
✚
|
AZ | 0.4 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.4 |
|
Aurora Investment Managers LLC
✚
|
FL | 0.4 |