Boston Portfolio Advisers, LLC
● SEC registered since 2026CRD 172374SEC# 801-135801Boston, MA
Reg. AUM
$121.5M
Employees
3
Accounts
383
Location
Boston, MA
Boston Portfolio Advisers, LLC assets under management
Boston Portfolio Advisers, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2026. It reports $121.5 million in regulatory assets under management and employs 3 people.
Boston Portfolio Advisers, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Garet Williams Control | President, Chief Executive Officer , Chief Investment Officer, Cco | Over 75% | 2014 |
| Lebed Advisors LLC | Minority Owner | 10-25% | 2014 |
| Jay Aaron Lebed Control | Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Boston Portfolio Advisers, LLC manage?
Boston Portfolio Advisers, LLC reports $121.5 million in regulatory assets under management on its Form ADV.
How many employees does Boston Portfolio Advisers, LLC have?
Boston Portfolio Advisers, LLC reports 3 employees.
Where is Boston Portfolio Advisers, LLC located?
Boston Portfolio Advisers, LLC is based in Boston, MA and has been SEC-registered since 2026.
Does Boston Portfolio Advisers, LLC disclose fund performance?
Boston Portfolio Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6 Beacon Street, Suite 725, Boston, MA 02108-3810 |
| Phone | 617-227-7807 |
| Fax | 617-227-7809 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$121.5Mregulatory AUM
Discretionary $121.5M