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FOSTER DYKEMA CABOT & PARTNERS, LLC
CRD 300282File 801-114693
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.22B
Top 25% of cohort (national)
Discretionary AUM
$2.22B
Clients
851
855 accounts
Employees
21
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 12, 2019
- Principal office
- 1075 MAIN STREET SUITE 200, WALTHAM, MA, 02451
- Phone
- 617-423-3900
- Website
- http://www.FDCCO.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.22B
- Discretionary AUM
- $2.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 855
- Non-discretionary accounts
- 0
- Total accounts
- 855
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $154.1M |
| Charitable organizations | 15 | $57.2M |
| High net worth individuals | 718 | $1.87B |
| Pooled investment vehicles | 8 | $111.0M |
| Pension and profit sharing plans | Fewer than 5 | $8.9M |
| Individuals (other than high net worth individuals) | 78 | $26.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2026 | Clients | 812 | 851 | increased by39 |
| Apr 1, 2026 | AUM | $1,995,237,359 | $2,223,188,313 | increased by$227,950,954 |
| Apr 1, 2026 | Accounts | 816 | 855 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 19 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 704 | 812 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,728,179,603 | $1,995,237,359 | increased by$267,057,756 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 705 | 816 | increased by111 |
| Apr 1, 2022 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2022 | Clients | 665 | 704 | increased by39 |
| Apr 1, 2022 | AUM | $1,512,169,413 | $1,728,179,603 | increased by$216,010,190 |
| Apr 1, 2022 | Accounts | 665 | 705 | increased by40 |
| 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 “FOSTER DYKEMA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOSTER DYKEMA” 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.