RIA Intel›Advisers›Massachusetts›BOSTON FAMILY OFFICE LLC

BOSTON FAMILY OFFICE LLC

Advisory

N·BOSTON, MA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+8.6%

3-Year CAGR

+1.7%

Employees

10

Assets Under Management

Total AUM$2.0B

Discretionary AUM$2.0B

Non-Discretionary AUM$60M

Discretionary %97%

Total Clients343

Team

Total Employees10

Investment Advisers17

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingFeb 28, 2001

Latest FilingMar 2, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BOSTON FAMILY OFFICE LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.