Boston Family Office LLC
● SEC registered since 1996CRD 107141SEC# 801-52883Boston, MA
Reg. AUM
$2.02B
Employees
17
Accounts
816
Location
Boston, MA
Boston Family Office LLC assets under management
Boston Family Office LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1996. It reports $2 billion in regulatory assets under management and employs 17 people.
Boston Family Office LLC owners & executives
29 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander, Elizabeth Gst Trust | Member | Under 5% | 2010 |
| Benjamin Taylor Richardson Control | Managing Member, Chief Investment Officer | Under 5% | 2008 |
| Chase, Sarah a. Gst Trust | Member | Under 5% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Boston Family Office LLC manage?
Boston Family Office LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Boston Family Office LLC have?
Boston Family Office LLC reports 17 employees.
Where is Boston Family Office LLC located?
Boston Family Office LLC is based in Boston, MA and has been SEC-registered since 1996.
Does Boston Family Office LLC disclose fund performance?
Boston Family Office LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Custom House Street, Suite 700, Boston, MA 02110 |
| Phone | 617-624-0800 |
| Fax | 617-624-0801 |
| Office hours | 9a.m.-4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1039807 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.02B▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$2.02Bregulatory AUM
Discretionary $1.96BNon-discretionary $59.7M