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Boston Family Advisors LLC

● SEC registered since 2023CRD 299060SEC# 801-128445Boston, MA
Export (members)
Ranks #4,335 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$284.9M
Fund GAV
$5.7M
Private funds
1
Employees
11
Accounts
283
Location
Boston, MA

Boston Family Advisors LLC assets under management

Boston Family Advisors LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2023. It reports $284.9 million in regulatory assets under management and employs 11 people. Boston Family Advisors LLC manages 1 private fund with combined gross assets of $5.7 million, including Bfa Private Opportunities Fund I, LP. By regulatory assets, it ranks 4,335 of 5,911 private fund managers.

Boston Family Advisors LLC private funds

1 funds · $5.7M GAV
FundTypeGross assetsMin.
Bfa Private Opportunities Fund I, LPPrivate Equity$5.7M$100K

Boston Family Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
George Gampfer SchwartzAdvisor And Member10-25%2019
Joshua Adam Leffler ControlChief Operating Officer, And Member10-25%2020
Laura McCreary Tuttle ControlHead Of Family Offices And Member5-10%2021
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Frequently asked questions

How much does Boston Family Advisors LLC manage?

Boston Family Advisors LLC reports $284.9 million in regulatory assets under management on its Form ADV.

How many private funds does Boston Family Advisors LLC manage?

Boston Family Advisors LLC manages 1 private funds with combined gross assets of $5.7 million.

How many employees does Boston Family Advisors LLC have?

Boston Family Advisors LLC reports 11 employees.

Where is Boston Family Advisors LLC located?

Boston Family Advisors LLC is based in Boston, MA and has been SEC-registered since 2023.

Does Boston Family Advisors LLC disclose fund performance?

Boston Family Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address118 Newbury Street, Suite 2, Boston, MA 02116
Phone(617) 963-0904
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1883086
Discloses disciplinary historyNo

Assets under management

Discretionary$253.7M
Non-discretionary$31.2M
Total (RAUM)$284.9M

Service providers