Verified 10 Nov 2026
Boston Family Office LLC
Boston Family Office LLC is an investment manager in Boston's Financial District that opened in 1996 and manages each client relationship individually. Its website says it builds portfolios around growth-oriented equities with fixed income for balance, and uses outside managers for international, real estate and private equity exposure. Its Form ADV filed on 2 March 2026 reported $2.0 billion in regulatory assets for 245 clients.
- Type
- Multi-family office
- Location
- Boston, Massachusetts, United States
- Sectors
- Public equities, Fixed income, Private funds
- Fund size / AUM
- $2.0B regulatory AUM (Form ADV, filed 2026-03-02)
- Latest fund or filing
- 2 Mar 2026
- Website
- www.bosfam.com
Contacts on file
For Boston Family Office LLC, the paid file holds: 5 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/107141
- reports.adviserinfo.sec.gov/reports/ADV/107141/PDF/107141.pdf
- www.bosfam.com/
- www.bosfam.com/approach/
- www.bosfam.com/services
- www.bosfam.com/contact/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
Family offices in Boston (10)Family offices in Massachusetts (13)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices in the Northeast (112)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)