PPrivate Fund Data Log in Join · $37/mo

Boston Portfolio Advisers, LLC

● SEC registered since 2026CRD 172374SEC# 801-135801Boston, MA
Export (members)
Reg. AUM
$121.5M
Employees
3
Accounts
383
Location
Boston, MA

Boston Portfolio Advisers, LLC assets under management

Boston Portfolio Advisers, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2026. It reports $121.5 million in regulatory assets under management and employs 3 people.
www.facebook.com/bostonportfolioadvisersView on SEC.gov ↗

Boston Portfolio Advisers, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bradford Garet Williams ControlPresident, Chief Executive Officer , Chief Investment Officer, CcoOver 75%2014
Lebed Advisors LLCMinority Owner10-25%2014
Jay Aaron Lebed ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Boston Portfolio Advisers, LLC manage?

Boston Portfolio Advisers, LLC reports $121.5 million in regulatory assets under management on its Form ADV.

How many employees does Boston Portfolio Advisers, LLC have?

Boston Portfolio Advisers, LLC reports 3 employees.

Where is Boston Portfolio Advisers, LLC located?

Boston Portfolio Advisers, LLC is based in Boston, MA and has been SEC-registered since 2026.

Does Boston Portfolio Advisers, LLC disclose fund performance?

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

Contact & registration

Address6 Beacon Street, Suite 725, Boston, MA 02108-3810
Phone617-227-7807
Fax617-227-7809
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.5M
Non-discretionary$0
Total (RAUM)$121.5M