# Boston Family Office LLC

> 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.

- CRD: 107141
- Filed as: BOSTON FAMILY OFFICE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107141
- AdvisorCensus page: https://advisorcensus.com/firm/boston-family-office-llc-boston-ma-107141

## Quick answers

**How is Boston Family Office LLC compensated?**
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).

**Where is Boston Family Office LLC located?**
Boston Family Office LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Boston Family Office LLC registered with the SEC or a state?**
Boston Family Office LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107141.

**How much does Boston Family Office LLC manage?**
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).

**How have Boston Family Office LLC's assets and staff changed since 2021?**
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.

**What types of clients does Boston Family Office LLC serve?**
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).

**Which custodians does Boston Family Office LLC use?**
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.

**Does Boston Family Office LLC report any disciplinary disclosures?**
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

**Does Boston Family Office LLC state an account minimum?**
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."

**What changed in Boston Family Office LLC's recent Form ADV filings?**
In the November 2025 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $1,000,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Wealth Management
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,019,164,947
- Discretionary: $1,959,441,441
- Non-discretionary: $59,723,506

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $39,606,438 |
| High net worth individuals | 245 | $1,871,029,984 |
| Charitable organizations | 10 | $107,653,142 |
| Corporations or other businesses not listed above | Fewer than 5 | $875,383 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1996 (30 years)
- Employees: 17 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, LA, MA, ME, NH, NJ, NY, TX, VA, WA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107141

### Websites listed on Form ADV (Item 1.I)
- bosfam.com
- thebostonfamilyoffice.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,653,361,395 | 15 | July 30, 2021 |
| October 2022 | $1,924,865,717 | 16 | March 31, 2022 |
| October 2023 | $1,599,534,694 | 16 | February 22, 2023 |
| October 2024 | $1,736,646,169 | 16 | February 21, 2024 |
| October 2025 | $1,867,764,337 | 18 | February 26, 2025 |
| October 2026 | $2,019,164,947 | 17 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boston Family Office LLC (CRD 107141): Form ADV filing data as of October 2026.