CABOT PROPERTIES L.P.

CRD 118729File 801-60839

APPROVED

Custody

Filing as of Mar 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$9.11B

Top 10% of cohort (national)

Discretionary AUM

$7.97B

Non-discretionary $1.15B

Clients

12 accounts

Employees

157

Top 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: BRO
Registration date: Dec 7, 2001
Principal office: ONE BEACON STREET, SUITE 2800, BOSTON, MA, 02108
Phone: 617-723-7400
Website: HTTP://WWW.CABOTPROP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.11B
Discretionary AUM: $7.97B
Non-discretionary AUM: $1.15B
Discretionary accounts: 8
Non-discretionary accounts: 4
Total accounts: 12
AUM per client: $759.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	11	$8.74B
State or municipal government entities	Fewer than 5	$372.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	133	157	increased by24
Apr 1, 2026	Clients	13	12	decreased by1
Apr 1, 2026	AUM	$9,291,804,196	$9,112,648,547	decreased by$179,155,649
Apr 1, 2026	Accounts	13	12	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	85	133	increased by48
May 1, 2025 vs Oct 1, 2022	Clients	12	13	increased by1
May 1, 2025 vs Oct 1, 2022	AUM	$4,808,596,703	$9,291,804,196	increased by$4,483,207,493
May 1, 2025 vs Oct 1, 2022	Accounts	12	13	increased by1
Apr 1, 2022	Employees	64	85	increased by21
Apr 1, 2022	Clients	10	12	increased by2
Apr 1, 2022	AUM	$4,997,343,817	$4,808,596,703	decreased by$188,747,114
Apr 1, 2022	Accounts	10	12	increased by2
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 “CABOT PROPERTIES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CABOT PROPERTIES” 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.