{
  "crd_number": 107141,
  "slug": "boston-family-office-llc-boston-ma-107141",
  "primary_business_name": "BOSTON FAMILY OFFICE LLC",
  "legal_name": "BOSTON FAMILY OFFICE LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1996-09-17",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 2019164947.0,
  "raum_discretionary": 1959441441.0,
  "raum_non_discretionary": 59723506.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 107653142.0,
      "count": 10
    },
    "individuals": {
      "raum": 39606438.0,
      "count": 87
    },
    "high_net_worth_individuals": {
      "raum": 1871029984.0,
      "count": 245
    },
    "corporations_other_businesses": {
      "raum": 875383.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "LA",
    "MA",
    "ME",
    "NH",
    "NJ",
    "NY",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://bosfam.com",
    "https://thebostonfamilyoffice.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107141",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/boston-family-office-llc-boston-ma-107141",
  "display_name": "Boston Family Office LLC",
  "summary": "Boston Family Office LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Boston Family Office LLC (CRD 107141): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Boston Family Office LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boston Family Office LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Boston Family Office LLC located?",
      "a": "Boston Family Office LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Boston Family Office LLC registered with the SEC or a state?",
      "a": "Boston Family Office LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107141."
    },
    {
      "q": "How much does Boston Family Office LLC manage?",
      "a": "Boston Family Office LLC reports $2,019,164,947 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (97% discretionary)."
    },
    {
      "q": "How have Boston Family Office LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Boston Family Office LLC: Regulatory assets under management: $1,653,361,395 in the October 2021 data and $2,019,164,947 in the October 2026 data, up 22%. Total employees: 15 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Boston Family Office LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (245); individuals (other than high net worth individuals) (87); charitable organizations (10)."
    },
    {
      "q": "Which custodians does Boston Family Office LLC use?",
      "a": "Boston Family Office LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Wealth Management and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Boston Family Office LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107141"
    },
    {
      "q": "Does Boston Family Office LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 says: \"The BFO advises clients based on their individual needs. All accounts are separately managed. In general, $1.0 million in investable assets is required to open an account.\""
    },
    {
      "q": "What changed in Boston Family Office LLC's recent Form ADV filings?",
      "a": "In the November 2025 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1653361395.0,
      "total_employees": 15,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1924865717.0,
      "total_employees": 16,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1599534694.0,
      "total_employees": 16,
      "filing_date": "2023-02-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1736646169.0,
      "total_employees": 16,
      "filing_date": "2024-02-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1867764337.0,
      "total_employees": 18,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2019164947.0,
      "total_employees": 17,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "The BFO advises clients based on their individual needs. All accounts are separately managed. In general, $1.0 million in investable assets is required to open an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The BFO advises clients based on their individual needs. All accounts are separately managed. In general, $1.0 million in investable assets is required to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Wealth Management",
      "name_as_filed": "BNY MELLON WEALTH MANAGEMENT",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/boston-family-office-llc-boston-ma-107141.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 87,
      "fewer_than_5": false,
      "raum": 39606438.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 245,
      "fewer_than_5": false,
      "raum": 1871029984.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 107653142.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 875383.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107141",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}