| Name | Title | Ownership | Since |
|---|---|---|---|
| Bracken Hendricks Control | Partner | 25-50% | 2022 |
| Elizabeth Simonds Colt Control | Partner | 25-50% | 2020 |
| Jeffrey Lee Bernier Control | Partner / Chief Operating Officer | 25-50% | 2015 |
J.m. Forbes & Co. LLP reports $1.4 billion in regulatory assets under management on its Form ADV.
J.m. Forbes & Co. LLP reports 20 employees.
J.m. Forbes & Co. LLP is based in Boston, MA and has been SEC-registered since 1960.
J.m. Forbes & Co. LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 121 Mount Vernon Street, Boston, MA 02108 |
| Phone | 617-423-5705 |
| Fax | 617-423-6656 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1067532 |
| Discloses disciplinary history | No |
| Discretionary | $1.43B |
| Non-discretionary | $1.7M |
| Total (RAUM) | $1.43B |