--- title: "13 Family Offices in Massachusetts, Verified Nov 2026" last_updated: "2026-11-10" rows: "13" free_rows: "13" source: "SEC Form D filings and our own research" canonical: "https://familyofficeroster.com/lists/family-offices-in-massachusetts/" --- # 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. - 13 family offices - 7 / 6 single / multi-family - 4 with startups or venture as a stated focus - 32 named decision-makers on file ## All 13 family offices in Massachusetts | Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile | |---|---|---|---|---|---|---|---| | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/proficio-capital-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/twin-focus-capital-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/boston-family-office/ | | Family Fiduciary Services, Inc. | Multi-family office | Beverly | Public Equities | $254M regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/family-fiduciary-services/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/osbon-capital-management/ | | RPG Family Wealth Advisory, LLC | Multi-family office | Burlington | Public Equities | $701M regulatory AUM (Form ADV, filed 2026-10-29) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/rpg-family-wealth-advisory/ | | Salem Capital Management, Inc. | Single family office | Woburn | Private Equity, Growth, Media, Technology | $126M 13F holdings (Q3 2022) | SEC filing | 2026-11-05 | https://familyofficeroster.com/family-offices/salem-capital-management/ | | Accomplice | Single family office | Boston | Venture Capital and Startups, Technology, Fund investments, Private Funds | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/accomplice/ | | Hellman, Jordan Management Co., Inc. | Single family office | Quincy | Public Equities, Growth | | SEC filing | 2026-11-05 | https://familyofficeroster.com/family-offices/hellman-jordan-management-co/ | | Kensington Capital Holdings | Single family office | Foxboro | Private Equity, Venture Capital and Startups, Direct Investments | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/kensington-capital-holdings/ | | Boulderado | Single family office | Boston | Public Equities | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/boulderado/ | | Raptor Group | Single family office | Boston | Deep tech, Fintech, Consumer, Media | | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/raptor-group/ | | Schooner Capital LLC | Single family office | Boston | Direct Investments, Public Equities, Technology, Healthcare | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/schooner-capital/ | You are seeing all 13 offices. The paid file adds 32 named decision-makers, 1 office email and the spreadsheet in Excel and CSV. Get all 13 offices and 32 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-in-massachusetts This page: https://familyofficeroster.com/lists/family-offices-in-massachusetts/ ## 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. - 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. ## 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.