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BOSTON FAMILY OFFICE LLC
CRD 107141File 801-52883
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.02B
Top 25% of cohort (national)
Discretionary AUM
$1.96B
Non-discretionary $59.7M
Clients
342
816 accounts
Employees
17
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 17, 1996
- Principal office
- 20 CUSTOM HOUSE STREET, SUITE 700, BOSTON, MA, 02110
- Phone
- 617-624-0800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.02B
- Discretionary AUM
- $1.96B
- Non-discretionary AUM
- $59.7M
- Discretionary accounts
- 797
- Non-discretionary accounts
- 19
- Total accounts
- 816
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $875K |
| Charitable organizations | 10 | $107.7M |
| High net worth individuals | 245 | $1.87B |
| Individuals (other than high net worth individuals) | 87 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2026 | Clients | 343 | 342 | decreased by1 |
| Apr 1, 2026 | AUM | $1,867,764,337 | $2,019,164,947 | increased by$151,400,610 |
| Apr 1, 2026 | Accounts | 806 | 816 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 18 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 320 | 343 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,924,865,717 | $1,867,764,337 | decreased by$57,101,380 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 701 | 806 | increased by105 |
| Apr 1, 2022 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2022 | Clients | 291 | 320 | increased by29 |
| Apr 1, 2022 | AUM | $1,653,361,395 | $1,924,865,717 | increased by$271,504,322 |
| Apr 1, 2022 | Accounts | 690 | 701 | increased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOSTON FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOSTON FAMILY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.