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Boston Family Office LLC

● SEC registered since 1996CRD 107141SEC# 801-52883Boston, MA
Export (members)
Reg. AUM
$1.87B
Employees
18
Accounts
806
Location
Boston, MA

Boston Family Office LLC assets under management

Boston Family Office LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1996. It reports $1.9 billion in regulatory assets under management and employs 18 people.

Boston Family Office LLC owners & executives

30 reported
NameTitleOwnershipSince
Alexander, Elizabeth Gst TrustMemberUnder 5%2010
Benjamin Taylor Richardson ControlManaging Member, Chief Investment OfficerUnder 5%2008
Chase, Sarah a. Gst TrustMemberUnder 5%2010
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Frequently asked questions

How much does Boston Family Office LLC manage?

Boston Family Office LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Boston Family Office LLC have?

Boston Family Office LLC reports 18 employees.

Where is Boston Family Office LLC located?

Boston Family Office LLC is based in Boston, MA and has been SEC-registered since 1996.

Does Boston Family Office LLC disclose fund performance?

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

Contact & registration

Address88 Broad St. (2nd Floor), Suite 700, Boston, MA 02110
Phone617-624-0800
Fax617-624-0801
Office hours9a.m.-4:30p.m.
SEC regionBoston Regional Office (BRO)
CIK1039807
Discloses disciplinary historyYes

Assets under management

Discretionary$1.82B
Non-discretionary$47.2M
Total (RAUM)$1.87B