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U. S. Boston Capital Corporation

● SEC registered since 2024CRD 5251SEC# 801-130044Lincoln, MA
Export (members)
Reg. AUM
$359.8M
Employees
5
Accounts
271
Location
Lincoln, MA

U. S. Boston Capital Corporation assets under management

U. S. Boston Capital Corporation is a registered investment adviser overseen by the SEC based in Lincoln, MA. The firm has been registered since 2024. It reports $359.8 million in regulatory assets under management and employs 5 people.

U. S. Boston Capital Corporation owners & executives

10 reported
NameTitleOwnershipSince
Alina MonisovChief Compliance Officer, Investment AdvisoryUnder 5%2025
Deborah Anne Kessinger ControlPresidentUnder 5%2007
Deborah Anne Kessinger ControlChief Compliance Officer, Broker DealerUnder 5%2004
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Frequently asked questions

How much does U. S. Boston Capital Corporation manage?

U. S. Boston Capital Corporation reports $359.8 million in regulatory assets under management on its Form ADV.

How many employees does U. S. Boston Capital Corporation have?

U. S. Boston Capital Corporation reports 5 employees.

Where is U. S. Boston Capital Corporation located?

U. S. Boston Capital Corporation is based in Lincoln, MA and has been SEC-registered since 2024.

Does U. S. Boston Capital Corporation disclose fund performance?

U. S. Boston Capital Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Old Bedford Road, Suite 202, Lincoln, MA 01773
Phone781-259-1144
Fax781-259-1166
Office hours8:30a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Regulatory AUM

$359.8M▲ 7%
Feb '25 — $335.5MMar '25 — $335.5MApr '25 — $335.5MMay '25 — $335.5MJun '25 — $335.5MJul '25 — $335.5MAug '25 — $335.5MSep '25 — $335.5MOct '25 — $335.5MNov '25 — $335.5MDec '25 — $359.8MJan '26 — $359.8MFeb '26 — $359.8MMar '26 — $359.8MApr '26 — $359.8MMay '26 — $359.8MJun '26 — $359.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$359.8Mregulatory AUM
Discretionary $0Non-discretionary $359.8M