# Boston Portfolio Advisers

> 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.

- CRD: 172374
- Filed as: BOSTON PORTFOLIO ADVISERS
- Legal name: Boston Portfolio Advisers, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172374
- AdvisorCensus page: https://advisorcensus.com/firm/boston-portfolio-advisers-boston-ma-172374

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 13, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $121,540,818
- Discretionary: $121,540,818
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $22,819,008 |
| High net worth individuals | 69 | $98,721,810 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bostonportfolioadvisers.com
- Facebook @BOSTONPORTFOLIOADVISERS

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boston Portfolio Advisers (CRD 172374): Form ADV filing data as of October 2026.