AdvisorCensus / Financial advisors / Massachusetts / Boston / Boston Portfolio Advisers
Boston Portfolio Advisers
Filed as BOSTON PORTFOLIO ADVISERS · Legal name Boston Portfolio Advisers, LLC
Boston Portfolio Advisers is an SEC-registered investment advisory firm in Boston, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.
Quick answers
From the filingHow is Boston Portfolio Advisers compensated?
On its Form ADV (Item 5.E, October 2026), Boston Portfolio Advisers reports these compensation arrangements: a percentage of assets under its management.
What does Boston Portfolio Advisers' brochure say about its fees?
Its Form ADV Part 2A brochure dated July 13, 2026 states: Up to $250,000: 1.25% a year; $250,000 to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Boston Portfolio Advisers located?
Boston Portfolio Advisers' principal office is in Boston, MA, according to its Form ADV.
Is Boston Portfolio Advisers registered with the SEC or a state?
Boston Portfolio Advisers is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 172374.
How much does Boston Portfolio Advisers manage?
Boston Portfolio Advisers reports $121,540,818 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).
What types of clients does Boston Portfolio Advisers serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (69).
Which custodians does Boston Portfolio Advisers use?
Boston Portfolio Advisers' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Boston Portfolio Advisers report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172374
Does Boston Portfolio Advisers state an account minimum?
Its Form ADV Part 2A brochure dated July 13, 2026 says: "BPA has established a minimum account size of $500,000 even though BPA has the discretion to accept smaller accounts."
What changed in Boston Portfolio Advisers' recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1.25% |
| $250,000 to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.75% |
| Above $5,000,000 | 0.5% |
The brochure's wording
Investment advisory clients are charged management fees according to the following schedule: ACCOUNT VALUE First $250,000 Next $1,750,000 Next $3,000,000 Above $5,000,000 ANNUAL FEE 1.25% of account value 1.00% of account value 0.75% of account value 0.50% of account value
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
BPA has established a minimum account size of $500,000 even though BPA has the discretion to accept smaller accounts.
As stated in the firm's Form ADV Part 2A brochure dated July 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$121,540,818 as of October 2026, filing dated July 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Boston Portfolio Advisers, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Boston Portfolio Advisers (CRD 172374): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/boston-portfolio-advisers-boston-ma-172374