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Boston Family Office

Boston Family Office is an investment advisor in Boston with $1.65B assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
50492777
SEC advisor number
801-52883
FINRA CRD number
107141
AUM ?
$1.65B (as of 30 Jul 21)
Accounts
690 (as of 30 Jul 21)
Employees
15 (9 investment advisory or research)
Address
Boston Family Office
88 BROAD STREET
BOSTON
MA 02110
Phone
6176240800

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 277 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$64.23M 453.93K 458.25K -0.9
$42.65M 151.3K 148.77K +1.7
$40.41M 12.3K 12.2K +0.9
$38.45M 74.59K 74.75K -0.2
$33.92M 99.64K 98.7K +0.9
$33.37M 77.77K 77.96K -0.2
$30.59M 127.69K 126.5K +0.9
$29.58M 111.47K 111.07K +0.4
$29.13M 151.03K 150.29K +0.5
$27.33M 139.43K 139.43K -0.0
$27.04M 121.39K 120.68K +0.6
$25.8M 177.61K 177.65K -0.0
$25.01M 9.39K 9.22K +1.8
$24.17M 82.19K 81.13K +1.3
$22.72M 108.88K 108.26K +0.6
$22.34M 147.51K 182.75K -19.3
$21.51M 37.65K 37.35K +0.8
$19.97M 77.96K 64.99K +20.0
$18.56M 68.01K 68.03K -0.0
$18.43M 43.36K 42.35K +2.4
$18.17M 90.89K 90.44K +0.5
$17.63M 65K 64.18K +1.3
$17.53M 39.29K 39.08K +0.5
$17.07M 143.04K 141.91K +0.8
$16.63M 63.06K 62.24K +1.3
$16.03M 99.26K 100.48K -1.2
$15.87M 202.12K 206.72K -2.2
SPDR S&P Midcap 400 ETF Trust
$14.91M 31K 32.03K -3.2
$14.8M 107.88K 107.54K +0.3
$14.14M 24.56K 23.19K +5.9
$13.76M 45.19K 45.77K -1.3
$13.34M 122.14K 127.52K -4.2
Nestle S.A. Sponsored ADR
$13.03M 108.35K 109.1K -0.7
$12.78M 150.64K 159.01K -5.3
$12.77M 20.54K 20.45K +0.4
$12.74M 48.04K 45.45K +5.7
$12.19M 103.21K 103.11K +0.1
$12.11M 149.46K 147.7K +1.2
$10.92M 78.11K 79.32K -1.5
$10.85M 30.31K 30.84K -1.7
$10.37M 63.36K 63.57K -0.3
$9.93M 161.76K 167.89K -3.6
$9.54M 88.45K 87.89K +0.6
$9.53M 63.35K 65.08K -2.7
$9.24M 73.53K 71.44K +2.9
$9.22M 38.23K 37.96K +0.7
$9.11M 110.59K 110.17K +0.4
$9.09M 172.9K 173.69K -0.5
$8.87M 338.4K 332.09K +1.9
$8.42M 165.69K 173.36K -4.4
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings