S & Co., Inc.
● SEC registered since 1988CRD 110026SEC# 801-33273Boston, MA
Ranks #1,961 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.46B
Fund GAV
$821.2M
Private funds
6
Employees
15
Accounts
383
Location
Boston, MA
S & Co., Inc. assets under management
S & Co., Inc. operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1988. It reports $2.5 billion in regulatory assets under management and employs 15 people. S & Co., Inc. manages 6 private funds with combined gross assets of $821.2 million, including S & Co. Special Equity Fund, LLC. By regulatory assets, it ranks 1,961 of 6,004 private fund managers.
S & Co., Inc. private funds
6 funds · $821.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| S & Co. Special Equity Fund, LLC | Other Private | $326.3M | — |
| S & Co. Investment Fund IV, LLC | Other Private | $154.5M | — |
| S & Co. Health Sciences Fund, LLC | Other Private | $142.8M | — |
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Join to unlock · $37/moS & Co., Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Farrell McCarthy Control | Director, Senior Vice President, Treasurer | 10-25% | 2024 |
| George Nathaniel Jeppson Control | Director, President | 10-25% | 2016 |
| George West Saltonstall Control | Vice Chairman Of The Board Of Directors | 5-10% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does S & Co., Inc. manage?
S & Co., Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.
How many private funds does S & Co., Inc. manage?
S & Co., Inc. manages 6 private funds with combined gross assets of $821.2 million.
How many employees does S & Co., Inc. have?
S & Co., Inc. reports 15 employees.
Where is S & Co., Inc. located?
S & Co., Inc. is based in Boston, MA and has been SEC-registered since 1988.
Does S & Co., Inc. disclose fund performance?
S & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Congress Street, Room 800, Boston, MA 02109 |
| Phone | 617-227-8660 |
| Fax | 617-227-4470 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.46B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$2.46Bregulatory AUM
Discretionary $2.46B
Service providers
Auditor
Custodian