Data / Investment advisers / Massachusetts / Boston Family Advisors LLC
Boston Family Advisors LLC, Boston, MA: $330 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Boston Family Advisors LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $330 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 299060
- SEC file number
- 801-128445
- SEC status
- Approved, effective August 2, 2023
- Main office
- 118 Newbury Street Suite 2, Boston, MA 02116
- Phone
- (617) 963-0904
- Regulatory AUM
- $329,727,932 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $263,636,366
- Non discretionary AUM
- $66,091,566
- Accounts
- 198
- Employees
- 10, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $7,962,774
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $321.8 million |
| Pooled investment vehicles | 1 | $8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $329.7 million | March 19, 2026 |
| December 1, 2025 | $284.9 million | October 14, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clarendon Private LLC | Boston | $352.1 million | Not listed | adviserinfo.sec.gov |
| Novo Holdings US Investment Advisor, Inc. | Boston | $338.6 million | 1 | adviserinfo.sec.gov |
| Assetgrade, LLC | Boston | $337.7 million | Not listed | adviserinfo.sec.gov |
| Loon Lake Capital Management LP | Boston | $336 million | 1 | adviserinfo.sec.gov |
| North Run Capital, LP | Boston | $334.5 million | 4 | adviserinfo.sec.gov |
| Game Creek Capital, LP | Boston | $329 million | 2 | adviserinfo.sec.gov |
| Purefi Wealth, LLC | Boston | $326.4 million | Not listed | adviserinfo.sec.gov |
| Sawyer & Co Inc | Boston | $320.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Boston Family Advisors LLC on the SEC's adviser search
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.