U. S. Boston Capital Corporation
● SEC registered since 2024CRD 5251SEC# 801-130044Lincoln, MA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Alina Monisov | Chief Compliance Officer, Investment Advisory | Under 5% | 2025 |
| Deborah Anne Kessinger Control | President | Under 5% | 2007 |
| Deborah Anne Kessinger Control | Chief Compliance Officer, Broker Dealer | Under 5% | 2004 |
| Diane Hunt Control | Principal Operations Officer | Under 5% | 2018 |
| Diane Hunt Control | Treasurer | Under 5% | 2024 |
| Leon Okurowski Control | Vice President, Director And Clerk | Under 5% | 1971 |
| U.S. Boston Corporation Control | Shareholder | Over 75% | 1971 |
| Willard Lee Umphrey Control | Director | Under 5% | 1970 |
| Leon Okurowski Control | Vice President, Director And Clerk | — | 1971 |
| Willard Lee Umphrey Control | Director | Over 75% | 1971 |
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
| Address | 55 Old Bedford Road, Suite 202, Lincoln, MA 01773 |
| Phone | 781-259-1144 |
| Fax | 781-259-1166 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$359.8M▲ 7%
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