SEC Form ADV · CIK 1039807

BOSTON FAMILY OFFICE LLC

Firm profile: Boston Family Office — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$2.0B
Assets Under Management
816
Total Clients
17
Employees
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Registration Details

CIK
1039807
Accession
CRD-107141
Location
BOSTON, MA
Filing Date
March 2, 2026
AUM
$2.0B
Total Clients
816
Institutional Clients
10
Employees
17
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

BOSTON FAMILY OFFICE LLC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $2.0B in assets across 816 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.