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Data / Investment advisers / Massachusetts / Boston

Investment advisers in Boston, MA: 433 firms, $18.4 trillion in AUM

433 investment advisers have their main office in Boston, Massachusetts: 339 SEC registered and 94 exempt reporting. The registered advisers report $18.4 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Fidelity Management & Research Company LLC with $5.7 trillion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get advisers in BostonGet private fund advisers in BostonWatch new advisers in Massachusetts
  • 433Advisers
  • 339SEC registered
  • 94Exempt reporting
  • $18.4 trillionTotal AUM
  • 326Advisers over $100 million
  • 313Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. The first 200 of 433 are shown. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Fidelity Management & Research Company LLCBoston$5.69 trillion37,2271,4271(617) 563-7000adviserinfo.sec.gov
Geode Capital Management, LLCBoston$1.74 trillion176194Not listed(800) 777-6757adviserinfo.sec.gov
Wellington Management Company LLPBoston$1.43 trillion1,5591,86877(617) 951-5000wellington.comadviserinfo.sec.gov
Ssga Funds Management, Inc.Boston$1.42 trillion28724121(617) 786-3000adviserinfo.sec.gov
Strategic Advisers LLCBoston$1.37 trillion2,973,51217,112Not listed(617) 563-7000adviserinfo.sec.gov
MFS Investment ManagementBoston$514.05 billion3551,244Not listed(617) 954-5000adviserinfo.sec.gov
Columbia Management Investment Advisers, LLCBoston$502.40 billion8,28891412(800) 225-2365seligman.comadviserinfo.sec.gov
Loomis, Sayles & Company, L.P.Boston$386.88 billion24,6757285(617) 482-2450adviserinfo.sec.gov
Arrowstreet Capital, Limited PartnershipBoston$351.32 billion16251939(617) 919-0000arrowstreetcapital.comadviserinfo.sec.gov
Cambridge Associates, LLCBoston$326.70 billion6041,11692(617) 457-7500adviserinfo.sec.gov
Manulife Investment Management (US) LLCBoston$228.04 billion4,861267Not listed(617) 375-1500adviserinfo.sec.gov
Marsh Investments US LLCBoston$226.04 billion1,41771441(617) 747-9500adviserinfo.sec.gov
John Hancock Investment Management LLCBoston$212.05 billion126357Not listed(617) 663-3000johnhancock.comadviserinfo.sec.gov
Harbourvest Partners, LLCBoston$191.18 billion3141,204311(617) 348-3707adviserinfo.sec.gov
Acadian Asset ManagementBoston$177.46 billion35637547(617) 850-3500adviserinfo.sec.gov
Boston Management and ResearchBoston$154.73 billion7220322(617) 482-8260adviserinfo.sec.gov
Nepc, LLCBoston$152.72 billion1323794(617) 374-1300adviserinfo.sec.gov
Rhumbline AdvisersBoston$136.48 billion8263224(617) 345-0434rhumbline.comadviserinfo.sec.gov
Income Research + ManagementBoston$130.65 billion1,55921815(617) 330-9333adviserinfo.sec.gov
Putnam Investment Management, LLCBoston$117.24 billion16,432139Not listed(617) 292-1000putnam.comadviserinfo.sec.gov
Boston PartnersBoston$116.17 billion6,9821854(617) 832-8200bostonpartners.comadviserinfo.sec.gov
MFS Institutional Advisors Inc.Boston$113.59 billion13,5551,3116(617) 954-5000adviserinfo.sec.gov
Natixis Advisors, LLCBoston$108.65 billion115,562412Not listed(617) 449-2802adviserinfo.sec.gov
Bracebridge Capital, LLCBoston$100.35 billion1216812(617) 497-3500bracebridgecapital.comadviserinfo.sec.gov
Eaton Vance ManagementBoston$97.02 billion3,81621914(617) 482-8260adviserinfo.sec.gov
Bain Capital Private Equity, LPBoston$96.43 billion3691936(617) 516-2318baincapitallifesciences.comadviserinfo.sec.gov
Numeric Investors LLCBoston$94.40 billion1255425(617) 897-7800man.comadviserinfo.sec.gov
Wellington Alternative InvestmentsBoston$92.17 billion1242128(617) 951-5372adviserinfo.sec.gov
Advent International, L.P.Boston$91.63 billion133262133(617) 951-9400adventinternational.coadviserinfo.sec.gov
Grantham Mayo van Otterloo & Co LLCBoston$80.97 billion17036538(617) 330-7500gmo.comadviserinfo.sec.gov
Bain Capital Credit, LPBoston$76.30 billion185682158(617) 516-2318baincapitalspecialsituations.comadviserinfo.sec.gov
Adage Capital Management, L.P.Boston$70.44 billion1621(617) 867-2800adagecapital.comadviserinfo.sec.gov
John Hancock Variable Trust Advisers LLCBoston$68.59 billion50192Not listed(617) 663-3000johnhancock.comadviserinfo.sec.gov
Newton Investment Management North AmericaBoston$59.16 billion16088Not listed(617) 248-3000newtonim.comadviserinfo.sec.gov
Ta AssociatesBoston$55.07 billion2926630(617) 574-6700ta.comadviserinfo.sec.gov
Breckinridge Capital Advisors IncBoston$54.28 billion18,44788Not listed(617) 443-0779adviserinfo.sec.gov
GW&K Investment Management, LLCBoston$52.78 billion48,7101773(617) 236-8900gwkinvest.comadviserinfo.sec.gov
Partners Capital Investment Group, LLPBoston$50.51 billion88619050(617) 292-2570adviserinfo.sec.gov
SCS Capital Management LLCBoston$48.65 billion71321362(617) 204-6400focusfinancialpartners.comadviserinfo.sec.gov
Manulife Investment Management Private Markets (US) LLCBoston$48.31 billion18073044(617) 572-0693adviserinfo.sec.gov
Panagora Asset Management IncBoston$44.13 billion991109(617) 439-6300panagora.comadviserinfo.sec.gov
Summit Partners, L.P.Boston$42.01 billion8721887(617) 824-1000summitpartners.comadviserinfo.sec.gov
55ipBoston$36.74 billion88,93086Not listed(617) 960-9559adviserinfo.sec.gov
The Putnam Advisory Company, LLCBoston$33.19 billion9773(617) 292-1000adviserinfo.sec.gov
PSG Equity L.L.C.Boston$30.18 billion5627656(617) 544-8800psgequity.comadviserinfo.sec.gov
Westfield Capital Management Company, L.P.Boston$29.81 billion9,391632(617) 428-7100westfieldcapital.comadviserinfo.sec.gov
Berkshire Partners LLCBoston$29.00 billion3715226(617) 227-0050adviserinfo.sec.gov
MDT Advisers, a Division of Federated Mdta LLCBoston$25.95 billion2,36021Not listed(617) 235-7100adviserinfo.sec.gov
The Baupost Group, L.L.C.Boston$24.68 billion1221012(617) 210-8300baupost.comadviserinfo.sec.gov
Longfellow Investment Management Co. LLCBoston$23.44 billion19251Not listed(617) 695-3504longfellowim.comadviserinfo.sec.gov
Capital Advisors Group, IncBoston$23.03 billion23633Not listed(617) 630-8100capitaladvisors.comadviserinfo.sec.gov
THL Managers VII, LLCBoston$21.48 billion2615026(617) 227-1050adviserinfo.sec.gov
Charlesbank Capital Partners, LLCBoston$21.06 billion5016250(617) 619-5400charlesbank.comadviserinfo.sec.gov
Audax Private EquityBoston$20.12 billion3631938(617) 859-1520audaxprivateequity.comadviserinfo.sec.gov
Rwa Wealth PartnersBoston$19.80 billion19,649178Not listed(857) 255-2100rwawealth.comadviserinfo.sec.gov
Berkshire Property Advisors, LLCBoston$19.24 billion82264(617) 646-2300berkshireresidentialinvestments.comadviserinfo.sec.gov
Great Hill PartnersBoston$18.99 billion5010750(617) 790-9400adviserinfo.sec.gov
Fidelity Diversifying Solutions LLCBoston$18.88 billion384412(617) 563-7000adviserinfo.sec.gov
Mackenzie InvestmentsBoston$18.07 billion63168(617) 439-9500mackenzieinvestments.comadviserinfo.sec.gov
Merganser Capital Management, LLCBoston$17.66 billion125324(617) 494-1000merganser.comadviserinfo.sec.gov
Ra Capital Management, LPBoston$16.40 billion131856(617) 778-2500racap.comadviserinfo.sec.gov
Bain Capital Asset Management, LPBoston$16.29 billion574643(617) 516-2318adviserinfo.sec.gov
Battery Management Corp.Boston$15.61 billion6011360(617) 948-3600adviserinfo.sec.gov
Weiss Asset ManagementBoston$15.56 billion21392(617) 778-7780weissasset.comadviserinfo.sec.gov
CW Advisors, LLCBoston$15.22 billion23,7561524(617) 428-7600adviserinfo.sec.gov
Abry Partners II, LLCBoston$14.90 billion30129(617) 859-2959abry.comadviserinfo.sec.gov
Congress Asset Management Company, LLPBoston$14.20 billion8,31279Not listed(617) 428-4300adviserinfo.sec.gov
Abrams Capital Management, L.P.Boston$13.74 billion8388(617) 646-6100abramscapital.comadviserinfo.sec.gov
Mirova USBoston$13.62 billion2464Not listed(857) 305-6333mirova.comadviserinfo.sec.gov
Arclight Capital Partners, LLCBoston$13.54 billion226016(617) 531-6300adviserinfo.sec.gov
RockpointBoston$13.04 billion3911239(617) 437-8400rockpoint.comadviserinfo.sec.gov
Impresa Management LLCBoston$13.04 billion407440(617) 392-0785finestructure.vcadviserinfo.sec.gov
Whale Rock Capital ManagementBoston$12.97 billion19318(617) 502-9900adviserinfo.sec.gov
Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBoston$12.84 billion3,293109Not listed(617) 523-6531adviserinfo.sec.gov
First Eagle Alternative Credit, LLCBoston$12.56 billion817970(617) 848-2577firsteagle.comadviserinfo.sec.gov
Appleton Partners, Inc.Boston$12.55 billion7,10659Not listed(617) 338-0700appletonpartners.comadviserinfo.sec.gov
MFN Partners Management, LPBoston$12.42 billion1171(617) 443-2040adviserinfo.sec.gov
Intercontinental Real Estate CorporationBoston$12.18 billion2122Not listed(617) 782-2600adviserinfo.sec.gov
BNY Mellon ETF Investment Adviser, LLCBoston$11.10 billion133Not listed(212) 635-6980bny.comadviserinfo.sec.gov
Ballyrock Investment Advisors LLCBoston$10.99 billion24524(617) 563-7000adviserinfo.sec.gov
Shepherd Kaplan Krochuk, LLCBoston$10.88 billion1,4053458(617) 896-1600adviserinfo.sec.gov
Shepherd Kaplan LLCBoston$10.16 billion1,38942Not listed(617) 896-1600adviserinfo.sec.gov
Choate Investment AdvisorsBoston$10.05 billion4,009343(617) 973-4900choatewealth.comadviserinfo.sec.gov
Bain Capital Real Estate, LPBoston$10.00 billion2412523(617) 516-2318adviserinfo.sec.gov
Welch & Forbes LLCBoston$9.90 billion3,734552(617) 523-1635welchforbes.comadviserinfo.sec.gov
Bain Capital Ventures, LPBoston$9.84 billion209720(617) 516-2318adviserinfo.sec.gov
Frontier Capital Management Co LLCBoston$9.60 billion55385(617) 261-0777frontiercap.comadviserinfo.sec.gov
Fidelity Institutional Wealth Adviser LLCBoston$9.38 billion1,435209Not listed(617) 563-7000adviserinfo.sec.gov
Cabot Properties L.P.Boston$9.11 billion1215710(617) 723-7400cabotprop.comadviserinfo.sec.gov
Highvista Strategies LLCBoston$9.10 billion428040(617) 406-6500highvistastrategies.comadviserinfo.sec.gov
Atreides Management, LPBoston$8.94 billion472629(617) 422-0000atreidesmgmt.comadviserinfo.sec.gov
Johcm (USA) IncBoston$8.91 billion33527(617) 993-0701johcm.comadviserinfo.sec.gov
TIAA Kaspick, LLCBoston$8.74 billion6,140115Not listed(650) 585-4100kaspick.comadviserinfo.sec.gov
Aureus Asset Management, LLCBoston$8.40 billion954144(617) 728-8900aureus-asset.comadviserinfo.sec.gov
Battery Global Advisors, LLCBoston$8.37 billion1423877(617) 948-3800bga.comadviserinfo.sec.gov
Cambridge Associates Limited, LLCBoston$8.20 billion3215Not listed(617) 457-7500cambridgeassociates.comadviserinfo.sec.gov
Crestwood AdvisorsBoston$8.02 billion6,71064Not listed(617) 523-8880focusfinancialpartners.comadviserinfo.sec.gov
BV Investment Partners, L.P.Boston$7.94 billion114710(617) 350-1500bvlp.comadviserinfo.sec.gov
Wgi DM, LLCBoston$7.78 billion3362(617) 428-4040adviserinfo.sec.gov
Eventide Asset Management, LLCBoston$7.38 billion38692(877) 771-3836adviserinfo.sec.gov
Spectrum EquityBoston$7.32 billion328032(617) 464-4600adviserinfo.sec.gov
Silversmith Capital PartnersBoston$7.16 billion243824(617) 670-4300silversmithcapital.comadviserinfo.sec.gov
Algebris Investments (US) Inc.Boston$6.94 billion54Not listed(617) 648-4829spreaker.comadviserinfo.sec.gov
Smartleaf Asset Management LLCBoston$6.85 billion18,47518Not listed(857) 366-9340smartleafam.comadviserinfo.sec.gov
LMCG Investments, LLCBoston$6.83 billion1,965462(617) 380-5600adviserinfo.sec.gov
Manulife Investment Management Timberland and Agriculture IncBoston$6.74 billion276604(617) 747-1600manulifeim.comadviserinfo.sec.gov
The Bollard Group LLCBoston$6.72 billion4902991(617) 720-5800bollard.comadviserinfo.sec.gov
Highvista Private Capital Management LLCBoston$6.48 billion718040(617) 406-6500highvistastrategies.comadviserinfo.sec.gov
Ethos Capital LPBoston$6.31 billion12195(617) 880-8000adviserinfo.sec.gov
Millstreet Capital Management LLCBoston$5.82 billion3141(617) 939-0030millstreet.comadviserinfo.sec.gov
Mayflower AdvisorsBoston$5.82 billion2,924332(617) 259-1767adviserinfo.sec.gov
Solamere Capital, LLCBoston$5.74 billion291229(857) 362-9200adviserinfo.sec.gov
Longpoint Partners LPBoston$5.71 billion11359(617) 861-9760longpoint.comadviserinfo.sec.gov
Wainwright Investment Counsel LLCBoston$5.52 billion214171(617) 531-3100wainwrightinvestment.comadviserinfo.sec.gov
71 West Capital PartnersBoston$5.51 billion17310Not listed(617) 885-809071westcapital.comadviserinfo.sec.gov
Polaris Capital Management, LLCBoston$5.45 billion24183(617) 951-1365polariscapital.comadviserinfo.sec.gov
Stockbridge InvestorsBoston$5.41 billion3201(617) 227-0050berkshirepartners.comadviserinfo.sec.gov
Wellington Funds (US) LLCBoston$5.41 billion16213(617) 951-5786adviserinfo.sec.gov
Bain Capital Insurance Solutions, LPBoston$5.39 billion13484(617) 516-2318adviserinfo.sec.gov
Cove Hill Partners, L.P.Boston$5.36 billion11468(857) 245-6060covehillpartners.comadviserinfo.sec.gov
Denham Capital Management LPBoston$5.26 billion12299(617) 531-7200adviserinfo.sec.gov
Baypine Holdings LPBoston$5.10 billion9559(617) 880-7440baypine.comadviserinfo.sec.gov
Finepoint Capital LPBoston$5.01 billion2232(617) 336-2200finepointcapital.comadviserinfo.sec.gov
Agf InvestmentsBoston$4.92 billion1533Not listed(617) 292-9804adviserinfo.sec.gov
Ghisallo Capital Management LLCBoston$4.89 billion6393(617) 502-5735adviserinfo.sec.gov
Hill City Capital LPBoston$4.86 billion672(617) 702-7408hillcitycapital.comadviserinfo.sec.gov
SRB CorporationBoston$4.82 billion224Not listed(857) 205-1697adviserinfo.sec.gov
Summit Partners Public Asset Management, LLCBoston$4.62 billion142212(617) 824-1000summitpartners.comadviserinfo.sec.gov
Twin Focus Capital Partners, LLCBoston$4.58 billion77376(617) 720-4500twinfocus.comadviserinfo.sec.gov
Boston Trust Walden Inc.Boston$4.58 billion1532Not listed(617) 726-7250bostontrustwalden.comadviserinfo.sec.gov
Trillium Asset ManagementBoston$4.31 billion2,043531(617) 423-6655trilliumassetmanagement.comadviserinfo.sec.gov
Reynders, McVeigh Capital Management, LLCBoston$4.23 billion74935Not listed(617) 226-9999reyndersmcveigh.comadviserinfo.sec.gov
Polaris Growth Management, LLCBoston$4.22 billion185118(781) 290-0770adviserinfo.sec.gov
Martingale Asset ManagementBoston$4.18 billion25252(617) 424-4700martingale.comadviserinfo.sec.gov
Boston Common Asset Management, LLCBoston$4.17 billion343395(617) 720-5557adviserinfo.sec.gov
Evolution Credit Partners Management, LLCBoston$4.12 billion354310(617) 410-4800evolutioncreditpartners.comadviserinfo.sec.gov
Moors & Cabot, IncBoston$4.03 billion5,596121Not listed(800) 426-0501adviserinfo.sec.gov
New Frontier Advisors, LLCBoston$3.99 billion28216Not listed(617) 482-1433frontieradvisor.comadviserinfo.sec.gov
Castle Rock Advisors LLCBoston$3.86 billion46336(617) 227-0050adviserinfo.sec.gov
Cormorant Asset Management, LPBoston$3.84 billion16127(857) 702-0370adviserinfo.sec.gov
Howland Capital Management LLCBoston$3.74 billion2,010356(617) 357-9110adviserinfo.sec.gov
Lumint CorporationBoston$3.67 billion514Not listed(857) 222-8131lumint.comadviserinfo.sec.gov
BCSF Advisors, LPBoston$3.65 billion3682Not listed(617) 516-2318adviserinfo.sec.gov
MPM BioimpactBoston$3.56 billion235014(617) 425-9200adviserinfo.sec.gov
ElephantBoston$3.56 billion132113(617) 455-1297elephantvc.comadviserinfo.sec.gov
Eterna Growth PartnersBoston$3.55 billion9409(617) 758-4720eternagrowth.comadviserinfo.sec.gov
Pathlight CapitalBoston$3.52 billion14308(617) 830-7055pathlightcapital.comadviserinfo.sec.gov
Flagship Harbor Advisors, LLCBoston$3.42 billion12,81561Not listed(857) 350-4229flagshipharborsouthshore.comadviserinfo.sec.gov
Invenomic Capital Management LPBoston$3.39 billion6172(617) 729-2323adviserinfo.sec.gov
Northeast Investment Management IncBoston$3.27 billion1,65125Not listed(617) 523-3588northeastinvest.comadviserinfo.sec.gov
Falcon Investment Advisors, LLCBoston$3.27 billion14338(617) 412-2700adviserinfo.sec.gov
Santander SecuritiesBoston$3.14 billion11,152449Not listed(866) 736-6475santanderbank.comadviserinfo.sec.gov
Winthrop WealthBoston$3.10 billion4,36940Not listed(617) 530-1010adviserinfo.sec.gov
SVB WealthBoston$3.10 billion2,62373Not listed(617) 912-4485firstcitizens.comadviserinfo.sec.gov
Ampersand Capital PartnersBoston$3.09 billion4384(781) 239-0700ampersandcapital.comadviserinfo.sec.gov
Alphasimplex Group, LLCBoston$3.09 billion16331(617) 475-7100adviserinfo.sec.gov
AEW Capital Management LPBoston$3.02 billion272501(617) 261-9000adviserinfo.sec.gov
Columbia Cent Clo Advisers, LLCBoston$3.00 billion102410(800) 225-2365adviserinfo.sec.gov
Nutter Investment AdvisorsBoston$2.96 billion415Not listed(617) 439-2100nutter.comadviserinfo.sec.gov
Birch Hill Investment Advisors LLCBoston$2.95 billion1,38819Not listed(617) 502-8300adviserinfo.sec.gov
Leeward InvestmentsBoston$2.87 billion5414Not listed(617) 468-6700adviserinfo.sec.gov
Strategic Capital Allocation Group, L.L.C.Boston$2.84 billion80Not listed(617) 450-9300scagrp.comadviserinfo.sec.gov
Marcus Partners, LLCBoston$2.68 billion4504(617) 556-5200adviserinfo.sec.gov
Sverica Capital ManagementBoston$2.46 billion9248(617) 695-0221adviserinfo.sec.gov
S & Co., Inc.Boston$2.46 billion383156(617) 227-8660adviserinfo.sec.gov
Nichols & Pratt Advisers LLPBoston$2.43 billion64220Not listed(617) 523-6800nichols-pratt.comadviserinfo.sec.gov
Moody, Lynn, Lieberson & Walker, LLCBoston$2.41 billion1,056141(617) 973-0590moodylynn.comadviserinfo.sec.gov
Yellow Wood PartnersBoston$2.38 billion102210(617) 500-6340adviserinfo.sec.gov
Anchor Capital Advisors LLCBoston$2.37 billion2,63242Not listed(617) 338-3800anchorcapital.comadviserinfo.sec.gov
John Hancock Personal Financial Services, LLCBoston$2.20 billion35,589149Not listed(617) 572-0109johnhancock.comadviserinfo.sec.gov
Pacific Lake Partners, L.L.C.Boston$2.18 billion122712(617) 658-3024pacificlake.comadviserinfo.sec.gov
Westview Capital Management LLCBoston$2.12 billion3203(617) 261-2050adviserinfo.sec.gov
New England Retirement Consultants, LLCBoston$2.11 billion143Not listed(617) 535-6946ne-rc.comadviserinfo.sec.gov
D/B/A the Davis Companies or DavisBoston$2.05 billion214621(617) 451-1300thedaviscompanies.comadviserinfo.sec.gov
Minot Deblois Advisors LLCBoston$2.04 billion6214Not listed(617) 557-7413minotdeblois.comadviserinfo.sec.gov
Callodine Capital ManagementBoston$2.03 billion15192(617) 880-7494adviserinfo.sec.gov
Portolan Capital Management, LLCBoston$2.02 billion20123(617) 753-6400portolan.comadviserinfo.sec.gov
Boston Family Office LLCBoston$2.02 billion81617Not listed(617) 624-0800bosfam.comadviserinfo.sec.gov
Advent Global Opportunities Management LLCBoston$2.02 billion4134(617) 951-9400ago.adventinternational.comadviserinfo.sec.gov
Brooke Private Equity Associates Management LLCBoston$1.94 billion141914(617) 227-3160bpea-pe.comadviserinfo.sec.gov
Fifth Down Cap LLCBoston$1.87 billion602360(617) 678-0260fifthdown.comadviserinfo.sec.gov
Monashee Investment Management, LLCBoston$1.86 billion12131(617) 671-0048monasheecap.comadviserinfo.sec.gov
Aristotle Capital Boston, LLCBoston$1.83 billion959Not listed(617) 274-3700adviserinfo.sec.gov
TFC Financial Management IncBoston$1.78 billion1,61922Not listed(617) 210-6700tfcfinancial.comadviserinfo.sec.gov
Nonantum Capital PartnersBoston$1.78 billion132512(617) 245-8050nonantumcapital.comadviserinfo.sec.gov
Solum PartnersBoston$1.75 billion6245(617) 655-9750solumpartners.comadviserinfo.sec.gov
Nextech Ventures (US) LLCBoston$1.74 billion48Not listed(617) 807-0920nextech.usadviserinfo.sec.gov
BCPC Advisors, LPBoston$1.74 billion1682Not listed(617) 516-2318adviserinfo.sec.gov
Catalyst Financial PartnersBoston$1.72 billion1,37312Not listed(617) 239-8101adviserinfo.sec.gov
Guidepost Growth Equity Management Company, L.P.Boston$1.72 billion5235(617) 807-8800guidepostgrowth.comadviserinfo.sec.gov
Omega Fund Management, LLCBoston$1.71 billion5215(617) 502-6530omegafunds.comadviserinfo.sec.gov
P/E Global LLCBoston$1.71 billion5622(617) 933-4500adviserinfo.sec.gov
J.M. Forbes & Co. LLPBoston$1.67 billion1,07621Not listed(617) 423-5705adviserinfo.sec.gov
Bain Capital Partnership Strategies, LPBoston$1.65 billion7177(617) 516-2318adviserinfo.sec.gov
Penobscot Investment Management Company, Inc.Boston$1.64 billion84514Not listed(617) 227-3111adviserinfo.sec.gov
Shellback Capital, LPBoston$1.63 billion3101(617) 204-5500shellback.comadviserinfo.sec.gov
Silverarc Capital Management, LLCBoston$1.61 billion793(617) 250-8431silverarccapital.comadviserinfo.sec.gov
Catholic Investment Services, Inc.Boston$1.52 billion867(617) 758-6588catholicinvest.orgadviserinfo.sec.gov
Clough Capital Partners, LPBoston$1.51 billion10114(617) 204-3400adviserinfo.sec.gov
Capital Impact AdvisorsBoston$1.49 billion15Not listed(617) 279-0045ershares.comadviserinfo.sec.gov

Advisers in Boston that manage private funds

313 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Harbourvest Partners, LLCBostonMA311Not listed285Not listedNot listed$201.42 billion$191.18 billionadviserinfo.sec.gov
Bain Capital Credit, LPBostonMA158853Not listedNot listed$68.56 billion$76.30 billionadviserinfo.sec.gov
Advent International, L.P.BostonMA133Not listed133Not listedNot listed$91.63 billion$91.63 billionadviserinfo.sec.gov
Wellington Alternative InvestmentsBostonMA1286848Not listedNot listed$118.31 billion$92.17 billionadviserinfo.sec.gov
Cambridge Associates, LLCBostonMA92Not listedNot listedNot listedNot listed$18.78 billion$326.70 billionadviserinfo.sec.gov
The Bollard Group LLCBostonMA91325539$1.40 billion$6.72 billionadviserinfo.sec.gov
Summit Partners, L.P.BostonMA87Not listed87Not listedNot listed$42.01 billion$42.01 billionadviserinfo.sec.gov
Wellington Management Company LLPBostonMA7734Not listedNot listedNot listed$44.37 billion$1.43 trillionadviserinfo.sec.gov
Battery Global Advisors, LLCBostonMA771671222$3.26 billion$8.37 billionadviserinfo.sec.gov
First Eagle Alternative Credit, LLCBostonMA7042Not listedNot listed$10.35 billion$12.56 billionadviserinfo.sec.gov
SCS Capital Management LLCBostonMA62648Not listedNot listed$16.83 billion$48.65 billionadviserinfo.sec.gov
Battery Management Corp.BostonMA60Not listed546Not listed$15.61 billion$15.61 billionadviserinfo.sec.gov
Fifth Down Cap LLCBostonMA60Not listedNot listed60Not listed$1.97 billion$1.87 billionadviserinfo.sec.gov
Shepherd Kaplan Krochuk, LLCBostonMA58Not listed4468$1.14 billion$10.88 billionadviserinfo.sec.gov
PSG Equity L.L.C.BostonMA56Not listed56Not listedNot listed$30.18 billion$30.18 billionadviserinfo.sec.gov
Partners Capital Investment Group, LLPBostonMA502030Not listedNot listed$23.93 billion$50.51 billionadviserinfo.sec.gov
Charlesbank Capital Partners, LLCBostonMA50Not listed31Not listedNot listed$21.29 billion$21.06 billionadviserinfo.sec.gov
Great Hill PartnersBostonMA50Not listed50Not listedNot listed$21.09 billion$18.99 billionadviserinfo.sec.gov
Acadian Asset ManagementBostonMA4718Not listedNot listedNot listed$25.74 billion$177.46 billionadviserinfo.sec.gov
Manulife Investment Management Private Markets (US) LLCBostonMA44536Not listed3$17.28 billion$48.31 billionadviserinfo.sec.gov
Bain Capital Asset Management, LPBostonMA4373033$4.13 billion$16.29 billionadviserinfo.sec.gov
Marsh Investments US LLCBostonMA41524Not listedNot listed$19.87 billion$226.04 billionadviserinfo.sec.gov
Impresa Management LLCBostonMA40Not listed733Not listed$16.43 billion$13.04 billionadviserinfo.sec.gov
Highvista Strategies LLCBostonMA40234Not listed2$7.58 billion$9.10 billionadviserinfo.sec.gov
Highvista Private Capital Management LLCBostonMA40337Not listedNot listed$5.90 billion$6.48 billionadviserinfo.sec.gov
Ot Management, LLCBostonMA40Not listed829Not listed$219.5 million$232.4 millionadviserinfo.sec.gov
Arrowstreet Capital, Limited PartnershipBostonMA3939Not listedNot listedNot listed$173.23 billion$351.32 billionadviserinfo.sec.gov
RockpointBostonMA39Not listedNot listedNot listed39$13.33 billion$13.04 billionadviserinfo.sec.gov
Grantham Mayo van Otterloo & Co LLCBostonMA38371Not listedNot listed$19.11 billion$80.97 billionadviserinfo.sec.gov
Audax Private EquityBostonMA38Not listed38Not listedNot listed$20.12 billion$20.12 billionadviserinfo.sec.gov

Newest SEC registrations in Boston

3 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Clean Energy Venture Management, LLCBostonMAOctober 21, 2026$416.4 millionadviserinfo.sec.gov
Novo Holdings US Investment Advisor, Inc.BostonMAAugust 5, 2026$338.6 millionadviserinfo.sec.gov
Advaita Capital LLCBostonMAAugust 5, 2026$315.7 millionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.