The BOSTON FAMILY ADVISORS is a privately held investment adviser that advises $329.73mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BOSTON FAMILY ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 3,197.28% over the last 5-years.
The Group has been registered with the SEC for 3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 118 NEWBURY STREET SUITE 2, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 6 investment and 4 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $329.73mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $321.77mn or 97.59% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $7.96mn or 2.41% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
BOSTON FAMILY ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.