RIA Intel›Advisers›Massachusetts›U. S. BOSTON CAPITAL CORPORATION

U. S. BOSTON CAPITAL CORPORATION

Advisory

N·LINCOLN, MA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM

$360M

1-Year AUM Growth

+500.0%

3-Year CAGR

+29.7%

Employees

1

Assets Under Management

Total AUM$360M

Discretionary AUM$0

Non-Discretionary AUM$360M

Discretionary %0%

Total Clients97

Team

Total Employees1

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record11

First FilingNov 9, 2000

Latest FilingFeb 3, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 26+ 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 U. S. BOSTON CAPITAL CORPORATION

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