← Directory
BOSTON FAMILY OFFICE LLC
CRD 107141File 801-52883
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 2, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.