Data / Investment advisers / Massachusetts / Boston Portfolio Advisers
Boston Portfolio Advisers, Boston, MA: $122 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Boston Portfolio Advisers is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $122 million in regulatory assets under management in its Form ADV filed July 13, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 172374
- SEC file number
- 801-135801
- SEC status
- Approved, effective April 9, 2026
- Legal name
- Boston Portfolio Advisers, LLC
- Main office
- 6 Beacon Street Suite 725, Boston, MA 02108
- Phone
- (617) 227-7807
- Regulatory AUM
- $121,540,818 in the Form ADV filed July 13, 2026
- Discretionary AUM
- $121,540,818
- Accounts
- 383
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 13, 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 | 69 | $98.7 million |
| Individuals (other than high net worth individuals) | 76 | $22.8 million |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Broadwater Capital Management LLC | Boston | $161 million | Not listed | adviserinfo.sec.gov |
| Blue Moon Capital Management LLC | Boston | $159.5 million | 1 | adviserinfo.sec.gov |
| Radius Wealth Management, Inc. | Boston | $158.7 million | Not listed | adviserinfo.sec.gov |
| Felis Advantage, LP | Boston | $150 million | 1 | adviserinfo.sec.gov |
| Landon Capital Partners, LLC | Boston | $144.8 million | 14 | adviserinfo.sec.gov |
| Beyond Your Hammock LLC | Boston | $115.4 million | Not listed | adviserinfo.sec.gov |
| Dardanelles Capital LP | Boston | $114.2 million | 1 | adviserinfo.sec.gov |
| Sequentis Capital LLC | Boston | $101.5 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 individuals
- Boston Portfolio Advisers 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.