10 family offices in Boston
We list 10 family offices in Boston as of November 2026: 5 single family offices and 5 multi-family offices, 9 sourced from an SEC filing and 1 from the office's own site or a company register, last checked on 10 Nov 2026. The focus stated most often is Public Equities (7), Private Funds (4) and Direct Investments (4).
Top 6 family offices in Boston, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 6 of the 10 offices on this list disclose a figure; offices that do not disclose are not ranked. It is a measure of size as filed, not of quality or returns.
Proficio Capital Partners LLC
Type: Multi-family office · Location: Newton, Massachusetts, United States · Focus: Public Equities, Private Funds, Fixed Income, Real Estate · Disclosed assets: $8.2B regulatory AUM (Form ADV, filed 2026-09-01) · Source: SEC filing
Proficio Capital Partners LLC discloses $8.2B regulatory AUM (Form ADV, filed 2026-09-01); 5 named decision-makers on file; last checked 10 Nov 2026.
Twin Focus Capital Partners, LLC
Type: Multi-family office · Location: Boston, Massachusetts, United States · Focus: Public Equities, Private Funds, Real Estate, Direct Investments · Disclosed assets: $4.6B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Twin Focus Capital Partners, LLC discloses $4.6B regulatory AUM (Form ADV, filed 2026-04-30); 5 named decision-makers on file; last checked 10 Nov 2026.
Boston Family Office LLC
Type: Multi-family office · Location: Boston, Massachusetts, United States · Focus: Public Equities, Fixed Income, Private Funds · Disclosed assets: $2.0B regulatory AUM (Form ADV, filed 2026-03-02) · Source: SEC filing
Boston Family Office LLC discloses $2.0B regulatory AUM (Form ADV, filed 2026-03-02); 5 named decision-makers on file; last checked 10 Nov 2026.
RPG Family Wealth Advisory, LLC
Type: Multi-family office · Location: Burlington, Massachusetts, United States · Focus: Public Equities · Disclosed assets: $701M regulatory AUM (Form ADV, filed 2026-10-29) · Source: SEC filing
RPG Family Wealth Advisory, LLC discloses $701M regulatory AUM (Form ADV, filed 2026-10-29); 4 named decision-makers on file; last checked 10 Nov 2026.
Osbon Capital Management, LLC
Type: Multi-family office · Location: Boston, Massachusetts, United States · Focus: Public Equities, Hedge Funds, Private Equity, Private Credit · Disclosed assets: $205M regulatory AUM (Form ADV, filed 2026-03-11) · Source: SEC filing
Osbon Capital Management, LLC discloses $205M regulatory AUM (Form ADV, filed 2026-03-11); 2 named decision-makers on file; last checked 10 Nov 2026.
Salem Capital Management, Inc.
Type: Single family office · Location: Woburn, Massachusetts, United States · Focus: Private Equity, Growth, Media, Technology · Disclosed assets: $126M 13F holdings (Q3 2022) · Source: SEC filing
Salem Capital Management, Inc. discloses $126M 13F holdings (Q3 2022); 4 named decision-makers on file; last checked 5 Nov 2026.
All 10 family offices in Boston
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Proficio Capital Partners LLC | Multi-family office | Newton | Public Equities, Private Funds, Fixed Income, Real Estate | $8.2B regulatory AUM (Form ADV, filed 2026-09-01) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Twin Focus Capital Partners, LLC | Multi-family office | Boston | Public Equities, Private Funds, Real Estate, Direct Investments | $4.6B regulatory AUM (Form ADV, filed 2026-04-30) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Boston Family Office LLC | Multi-family office | Boston | Public Equities, Fixed Income, Private Funds | $2.0B regulatory AUM (Form ADV, filed 2026-03-02) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Osbon Capital Management, LLC | Multi-family office | Boston | Public Equities, Hedge Funds, Private Equity, Private Credit | $205M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| RPG Family Wealth Advisory, LLC | Multi-family office | Burlington | Public Equities | $701M regulatory AUM (Form ADV, filed 2026-10-29) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Salem Capital Management, Inc. | Single family office | Woburn | Private Equity, Growth, Media, Technology | $126M 13F holdings (Q3 2022) | SEC filing | 5 Nov 2026 | 4 names · Unlock |
| Accomplice | Single family office | Boston | Venture Capital and Startups, Technology, Fund investments, Private Funds | Own site | 10 Nov 2026 | No contact on file | |
| Boulderado | Single family office | Boston | Public Equities | SEC filing | 10 Nov 2026 | No contact on file | |
| Raptor Group | Single family office | Boston | Deep tech, Fintech, Consumer, Media | SEC filing | 4 Nov 2026 | No contact on file | |
| Schooner Capital LLC | Single family office | Boston | Direct Investments, Public Equities, Technology, Healthcare | SEC filing | 10 Nov 2026 | No contact on file |
You are seeing all 10 offices. The paid file adds 25 named decision-makers, 1 office email and the spreadsheet in Excel and CSV.
One-time payment. No subscription. No account.
Or get the free sample.
How these 10 break down
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 5 | 50% |
| Single family office | 5 | 50% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 7 | 70% |
| Private Funds | 4 | 40% |
| Direct Investments | 4 | 40% |
| Real Estate | 3 | 30% |
| Venture Capital and Startups | 3 | 30% |
| Private Equity | 3 | 30% |
| Technology | 3 | 30% |
| Fixed Income | 2 | 20% |
An office can carry more than one focus tag.
Full lists, each with its own row count: Family offices that invest in public equities (274)Family offices that invest in private funds (109)Family offices that invest in direct deals in private companies (143)Family offices that invest in real estate (149)Family offices that invest in startups and venture capital (110)Family offices that invest in private equity (177)Family offices that invest in technology (58)Family offices that invest in fixed income (93)
Method and limits
- Source
- 9 of the 10 rows come from an SEC filing (Form ADV or 13F); the rest from the office's own website or a company register. Asset figures are shown only where a filing gives them.
- Inclusion rule
- Single and multi-family offices that a public source identifies as a family office: an SEC filing, a company register or the office's own website. On this list: offices whose address is in Boston. US offices with no state on file appear only in the national list.
- Order
- Ordered by how much of each office's record is filled in from public sources, then alphabetically. Disclosed assets are shown where a Form ADV or 13F filing gives them.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 10 rows: focus 10, website 9, disclosed assets 6. In the paid file: named decision-makers on 6 rows, office email on 1, LinkedIn page on 1.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in Boston are there?
We list 10 as of November 2026: 5 single family offices and 5 multi-family offices.
Which cities have the most family offices in Boston?
Boston (7), Newton (1) and Burlington (1).
Do family offices in Boston invest in startups?
3 of the 10 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (7), Private Funds (4) and Direct Investments (4).
How many family offices in Boston are single family offices and how many are multi-family offices?
5 single and 5 multi-family. A single family office manages one family's wealth: Salem Capital Management, Inc. is one on this list. A multi-family office serves several families, often as a regulated adviser: Proficio Capital Partners LLC is one.
How do I contact family offices in Boston?
6 of the 10 offices name at least one decision-maker in a public source and 1 publishes an office email; Proficio Capital Partners LLC names the most people (5). The file holds all 25 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in Boston come from?
9 of the 10 offices come from an SEC filing (Form ADV or 13F) and 1 from the office's own website or a company register. Each row shows its source label and the date we checked it. The row checked most recently is Proficio Capital Partners LLC, on 10 Nov 2026.
Related lists
Family offices in New York City (54)Family offices in Miami and South Florida (23)Family offices in Dallas-Fort Worth (23)Family offices in Los Angeles (20)Family offices in the San Francisco Bay Area (20)
Not sure this is the right list? Describe your raise in the family office matching tool and get a shortlist. The link opens it set to Massachusetts. Guide: how many family offices there are, by place and type. Markdown version of this page.
Check the quality first
A free sample of 25 family offices, every column, with sources and dates.