BOSTON HILL ADVISORS, LLC
Adviser information for BOSTON HILL ADVISORS, LLC last updated from Form ADV on March 30th, 2023. 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 | Delaware, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 12 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,948 | $948.3M |
| Non-Discretionary | 435 | $40.0M |
| Total | 3,383 | $988.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 831 | $319.2M |
| HNW Individuals | 270 | $633.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 9 | $17.6M |
| Charitable organizations | <5 | $4.4M |
| State or municipal gov entities | <5 | $10.9M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1066 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)PROVIDE EDUCATIONAL SEMINARS RELATING TO FINANCIAL PLANNING. |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-67048 |
|---|---|
| SEC ERA File Number | 801-67048 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141306 |
| Legal Entity Identifier | None |
Principal Office
100 ANDOVER BYPASS STREETSUITE 201
NORTH ANDOVER
MA
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 877-227-0847, Fax: 978-683-3653
Chief Compliance Officer
MICHAEL F. EDWARDS
MANAGING PARTNER
100 ANDOVER BY-PASS ROAD
NORTH ANDOVER
MA
United States
Tel:
877-227-0847
Fax:
978-683-3653
M*******@*********************M
(Full email address available in API data)
Regulatory Contact
JOSEPH J. TRAINOR
MANAGING PARTNER
100 ANDOVER BY-PASS ROAD
NORTH ANDOVER
MA
United States
Tel:
877-227-0847
Fax:
978-683-3653
J*******@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EDWARDS, MICHAEL, FRANCIS | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 07/2006 | 50-75% |
| TRAINOR, JOSEPH, JAMES | Individual | – | MANAGING MEMBER | 04/2008 | 50-75% |