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MINOT DEBLOIS ADVISORS LLC
CRD 140170File 801-69950
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.04B
Top 25% of cohort (national)
Discretionary AUM
$152.4M
Non-discretionary $1.89B
Clients
203
621 accounts
Employees
4
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 10, 2009
- Principal office
- ONE FEDERAL STREET, 25TH FLOOR, BOSTON, MA, 02110
- Phone
- 617-557-7413
- Website
- HTTPS://WWW.MINOTDEBLOIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.04B
- Discretionary AUM
- $152.4M
- Non-discretionary AUM
- $1.89B
- Discretionary accounts
- 187
- Non-discretionary accounts
- 434
- Total accounts
- 621
- AUM per client
- $10.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $922K |
| Charitable organizations | 15 | $306.3M |
| High net worth individuals | 120 | $1.11B |
| Individuals (other than high net worth individuals) | 67 | $625.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 207 | 203 | decreased by4 |
| Apr 1, 2026 | AUM | $1,833,671,000 | $2,044,115,331 | increased by$210,444,331 |
| Apr 1, 2026 | Accounts | 606 | 621 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 187 | 207 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,909,200,000 | $1,833,671,000 | decreased by$75,529,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 544 | 606 | increased by62 |
| Apr 1, 2022 | Clients | 185 | 187 | increased by2 |
| Apr 1, 2022 | AUM | $1,697,000,000 | $1,909,200,000 | increased by$212,200,000 |
| Apr 1, 2022 | Accounts | 537 | 544 | increased by7 |
| Sep 1, 2021 | Disclosures | No | Yes | |
| 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 “MINOT DEBLOIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MINOT DEBLOIS” 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.