13 family offices in Massachusetts
We list 13 family offices in Massachusetts as of November 2026: 7 single family offices and 6 multi-family offices, 12 sourced from an SEC filing and 1 from the office's own site or a company register, last checked on 10 Nov 2026. Boston (7), Newton (1) and Beverly (1) hold the most offices on this list.
Top 7 family offices in Massachusetts, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 7 of the 13 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.
Family Fiduciary Services, Inc.
Type: Multi-family office · Location: Beverly, Massachusetts, United States · Focus: Public Equities · Disclosed assets: $254M regulatory AUM (Form ADV, filed 2026-08-24) · Source: SEC filing
Family Fiduciary Services, Inc. discloses $254M regulatory AUM (Form ADV, filed 2026-08-24); 5 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 13 family offices in Massachusetts
| 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 |
| Family Fiduciary Services, Inc. | Multi-family office | Beverly | Public Equities | $254M regulatory AUM (Form ADV, filed 2026-08-24) | 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 | |
| Hellman, Jordan Management Co., Inc. | Single family office | Quincy | Public Equities, Growth | SEC filing | 5 Nov 2026 | 1 name · Unlock | |
| Kensington Capital Holdings | Single family office | Foxboro | Private Equity, Venture Capital and Startups, Direct Investments | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| 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 13 offices. The paid file adds 32 named decision-makers, 1 office email and the spreadsheet in Excel and CSV.
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How these 13 break down
By city
| City | On this list | Share |
|---|---|---|
| Boston | 7 | 54% |
| Newton | 1 | 8% |
| Beverly | 1 | 8% |
| Burlington | 1 | 8% |
| Woburn | 1 | 8% |
| Quincy | 1 | 8% |
| Foxboro | 1 | 8% |
Full lists, each with its own row count: Family offices in Boston (10)
By type
| Type | On this list | Share |
|---|---|---|
| Single family office | 7 | 54% |
| Multi-family office | 6 | 46% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 9 | 69% |
| Direct Investments | 5 | 38% |
| Private Funds | 4 | 31% |
| Venture Capital and Startups | 4 | 31% |
| Private Equity | 4 | 31% |
| Real Estate | 3 | 23% |
| Technology | 3 | 23% |
| Fixed Income | 2 | 15% |
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 direct deals in private companies (143)Family offices that invest in private funds (109)Family offices that invest in startups and venture capital (110)Family offices that invest in private equity (177)Family offices that invest in real estate (149)Family offices that invest in technology (58)Family offices that invest in fixed income (93)
Method and limits
- Source
- 12 of the 13 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 Massachusetts. 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 13 rows: focus 13, website 11, disclosed assets 7. In the paid file: named decision-makers on 9 rows, office email on 1, LinkedIn page on 2.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in Massachusetts are there?
We list 13 as of November 2026: 7 single family offices and 6 multi-family offices.
Which cities have the most family offices in Massachusetts?
Boston (7), Newton (1) and Beverly (1).
Do family offices in Massachusetts invest in startups?
4 of the 13 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (9), Direct Investments (5) and Private Funds (4).
How many family offices in Massachusetts are single family offices and how many are multi-family offices?
7 single and 6 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 Massachusetts?
9 of the 13 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 32 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in Massachusetts come from?
12 of the 13 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.
Broader lists
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Related lists
Family offices in New York (68)Family offices in California (56)Family offices in Texas (45)Family offices in Florida (40)Family offices in Chicago and Illinois (17)Family offices in Colorado (15)Family offices in Fairfield County and Connecticut (10)
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