J.m. Forbes & Co. LLP
● SEC registered since 1960CRD 107422SEC# 801-2252Boston, MA
Reg. AUM
$1.67B
Employees
21
Accounts
1,076
Location
Boston, MA
J.m. Forbes & Co. LLP assets under management
J.m. Forbes & Co. LLP operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1960. It reports $1.7 billion in regulatory assets under management and employs 21 people.
J.m. Forbes & Co. LLP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bracken Hendricks Control | Partner | 25-50% | 2022 |
| Elizabeth Simonds Colt Control | Partner | 25-50% | 2020 |
| Jeffrey Lee Bernier Control | Partner / Chief Operating Officer | 25-50% | 2015 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does J.m. Forbes & Co. LLP manage?
J.m. Forbes & Co. LLP reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does J.m. Forbes & Co. LLP have?
J.m. Forbes & Co. LLP reports 21 employees.
Where is J.m. Forbes & Co. LLP located?
J.m. Forbes & Co. LLP is based in Boston, MA and has been SEC-registered since 1960.
Does J.m. Forbes & Co. LLP disclose fund performance?
J.m. Forbes & Co. LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 121 Mount Vernon Street, Boston, MA 02108 |
| Phone | 617-423-5705 |
| Fax | 617-423-6656 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1067532 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.67B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.67Bregulatory AUM
Discretionary $1.67BNon-discretionary $1.9M