Data / Investment advisers / Massachusetts / McCarter Private Wealth Services LLC
McCarter Private Wealth Services LLC, Boston, MA: $428 million AUM, SEC registered investment adviser
McCarter Private Wealth Services LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $428 million in regulatory assets under management in its Form ADV filed December 16, 2025. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108191
- SEC file number
- 801-54171
- SEC status
- Approved, effective April 3, 1997
- Main office
- 265 Franklin Street, Boston, MA 02110
- Phone
- (617) 449-6500
- Website
- mccarterpws.com
- Regulatory AUM
- $427,720,202 in the Form ADV filed December 16, 2025
- Discretionary AUM
- $358,473,974
- Non discretionary AUM
- $69,246,228
- Accounts
- 199
- Employees
- 6, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 16, 2025
- 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 | 83 | $363.1 million |
| Charitable organizations | 8 | $38.6 million |
| Individuals (other than high net worth individuals) | 34 | $20.8 million |
| Corporations or other businesses | 1 | $5.2 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 |
|---|---|---|
| January 2, 2026 | $427.7 million | December 16, 2025 |
| December 1, 2025 | $381.4 million | December 20, 2024 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Square Circle IA LP | Boston | $448.9 million | 2 | adviserinfo.sec.gov |
| East Bridge Capital Management LP | Boston | $442.3 million | 2 | adviserinfo.sec.gov |
| Artemis Capital Partners | Boston | $441.5 million | 3 | adviserinfo.sec.gov |
| Cohere Capital | Boston | $440.6 million | 2 | adviserinfo.sec.gov |
| Shawspring Partners, LLC | Boston | $438.7 million | 1 | adviserinfo.sec.gov |
| Spring Lane Capital | Boston | $424.7 million | 7 | adviserinfo.sec.gov |
| Emblem Group, L.P. | Boston | $419.4 million | 5 | adviserinfo.sec.gov |
| Summit Partners Credit Advisors, L.P. | Boston | $419 million | 8 | 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 charitable organizations
- McCarter Private Wealth Services LLC on the SEC's adviser search
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.