BOSTON FAMILY ADVISORS LLC
Adviser information for BOSTON FAMILY ADVISORS LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 156 | $143.5M |
| Non-Discretionary | 89 | $25.7M |
| Total | 245 | $169.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 40 | $158.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $11.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesFAMILY OFFICE SERVICES |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Principal Office
118 NEWBURY STREETSUITE 2
BOSTON
MA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (617) 963-0904, Fax: None
Chief Compliance Officer
JOSHUA A. LEFFLER
CHIEF OPERATING OFFICER
118 NEWBURY STREET
SUITE 2
BOSTON
MA
United States
Tel:
(617) 963-0904
J***@***********************M
(Full email address available in API data)
Industry Affiliates
| BFA PRIVATE OPPORTUNITIES FUND I GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BFA PRIVATE OPPORTUNITIES FUND I, LP | Private Equity Fund | $3.5M | $0.1M | 34 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHWARTZ, GEORGE, GAMPFER | Individual | – | ADVISOR AND MEMBER | 03/2019 | 10-25% |
| HOFER, NICHOLAS, ANDREAS RANSOME | Individual | – | PRESIDENT AND MEMBER | 09/2018 | 50-75% |
| LEFFLER, JOSHUA, ADAM | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND MEMBER | 06/2020 | 10-25% |
| GIBBON, WARREN, JOHN | Individual | – | CIO AND MEMBER | 04/2020 | 10-25% |
| TUTTLE, LAURA, MCCREARY | Individual | – | HEAD OF FAMILY OFFICES AND MEMBER | 06/2021 | 5-10% |