Boston Family Office LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 2, 2026, reports $2.0B in regulatory assets under management, 17 employees, and 816 accounts.
Assets Under Management
$2.0B
Employees
17
Offices
--
Total Clients
342
Primary office
BOSTON, MA
20 CUSTOM HOUSE STREET, SUITE 700, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.6% of total clients.
Top client categories% of clientsClients
1
HNWI
71.6%
245
2
Individuals
25.4%
87
3
Charitable
2.9%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 2, 2026
Discretionary97.0%
$2.0B
97% of total RAUM97.0%
Non-discretionary3.0%
$60M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts816
10Y AUM Change+$909M (+81.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee20:1
10Y Employee Change+2 (+13.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.