Boston Family Office is an investment advisor in Boston with $1.92 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
50492777
SEC advisor number
801-52883
FINRA CRD number
107141
AUM ?
$1.74 bn
(as of 21 Feb 24)
Accounts
789
(as of 21 Feb 24)
Employees
16
(9 investment advisory or research)
Address
Boston Family Office
88 BROAD STREET
BOSTON
MA 02110
88 BROAD STREET
BOSTON
MA 02110
Phone
6176240800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21