AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / BofA Securities, Inc.
Financial advisors in Boston, MA using BofA Securities, Inc.
4 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name BofA Securities, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Callodine Capital Management | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Hite Hedge Asset Management LLC | Braintree | SEC-registered investment adviser | $1 billion to $5 billion |
| Rose Grove Capital Management, LLC | Wellesley | SEC-registered investment adviser | $1 billion to $5 billion |
| Summit Partners Public Asset Management, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. BofA Securities, Inc. nationwide
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