| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| S & Co. Special Equity Fund, LLC | Other Private | $307.4M | — |
| S & Co. Investment Fund IV, LLC | Other Private | $138.5M | — |
| S & Co. Health Sciences Fund, LLC | Other Private | $133.9M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Farrell McCarthy Control | Director, Senior Vice President, Treasurer | 10-25% | 2024 |
| George Nathaniel Jeppson Control | Director, President | 10-25% | 2016 |
| George West Saltonstall Control | Vice Chairman Of The Board Of Directors | 5-10% | 2011 |
S & Co., Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.
S & Co., Inc. manages 6 private funds with combined gross assets of $743.4 million.
S & Co., Inc. reports 15 employees.
S & Co., Inc. is based in Boston, MA and has been SEC-registered since 1988.
S & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 Congress Street, Room 800, Boston, MA 02109 |
| Phone | 617-227-8660 |
| Fax | 617-227-4470 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.28B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.28B |