Boston Private Wealth is an investment advisor in Boston with $15.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
BP Wealth Management, LLC
SEC CIK
IRS number
471618476
SEC advisor number
801-80480
FINRA CRD number
172832
AUM ?
$15.88 bn
(as of 19 Oct 22)
Accounts
12,500
(as of 19 Oct 22)
Employees
190
(118 investment advisory or research)
Address
Boston Private Wealth
ONE FEDERAL STREET
30TH FLOOR
BOSTON
MA 02110
ONE FEDERAL STREET
30TH FLOOR
BOSTON
MA 02110
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
617-223-0200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Saccocia, Shannon, Leigh | Chief Investment Officer | 04/2018 | < 5% |
Silicon Valley Bank | Parent | 07/2021 | > 75% |
Jaffe, Richard, Sheridan | Head of Wealth Advisory | 07/2021 | < 5% |
Longley, John, Turnbull | Head of Wealth | 07/2021 | < 5% |
SVB Financial Group | Parent | 07/2021 | > 75% |
Vincent, Tobiah, a | Chief Financial Officer | 03/2022 | < 5% |
Foy, Askari, J | Chief Compliance Officer | 10/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21