{
  "crd_number": 300282,
  "slug": "foster-dykema-cabot-and-partners-llc-waltham-ma-300282",
  "primary_business_name": "FOSTER DYKEMA CABOT & PARTNERS, LLC",
  "legal_name": "FOSTER DYKEMA CABOT & PARTNERS, LLC",
  "dbas": [],
  "city": "Waltham",
  "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": "2019-02-12",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 2223188313.0,
  "raum_discretionary": 2223188313.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 21,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 57153724.0,
      "count": 15
    },
    "individuals": {
      "raum": 26201170.0,
      "count": 78
    },
    "pension_profit_sharing": {
      "raum": 8856691.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1865913062.0,
      "count": 718
    },
    "pooled_investment_vehicles": {
      "raum": 110990417.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 154073249.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "MA",
    "ME",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://fdcco.com",
    "https://fdcpartners.com",
    "https://focusfinancialpartners.com",
    "https://linkedin.com/company/2064318",
    "https://linkedin.com/company/focus-financial-partners",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300282",
  "city_as_filed": "WALTHAM",
  "url": "https://advisorcensus.com/firm/foster-dykema-cabot-and-partners-llc-waltham-ma-300282",
  "display_name": "Foster Dykema Cabot & Partners, LLC",
  "summary": "Foster Dykema Cabot & Partners, LLC is an SEC-registered investment advisory firm in Waltham, MA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Foster Dykema Cabot & Partners, LLC (CRD 300282): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Foster Dykema Cabot & Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Foster Dykema Cabot & Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Foster Dykema Cabot & Partners, LLC located?",
      "a": "Foster Dykema Cabot & Partners, LLC's principal office is in Waltham, MA, according to its Form ADV."
    },
    {
      "q": "Is Foster Dykema Cabot & Partners, LLC registered with the SEC or a state?",
      "a": "Foster Dykema Cabot & Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300282."
    },
    {
      "q": "How much does Foster Dykema Cabot & Partners, LLC manage?",
      "a": "Foster Dykema Cabot & Partners, LLC reports $2,223,188,313 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Foster Dykema Cabot & Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Foster Dykema Cabot & Partners, LLC: Regulatory assets under management: $1,512,169,413 in the October 2021 data and $2,223,188,313 in the October 2026 data, up 47%. Total employees: 15 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Foster Dykema Cabot & Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (718); individuals (other than high net worth individuals) (78); corporations or other businesses not listed above (32)."
    },
    {
      "q": "Which custodians does Foster Dykema Cabot & Partners, LLC use?",
      "a": "Foster Dykema Cabot & Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity and JPMorgan Chase as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Foster Dykema Cabot & Partners, LLC report any disciplinary disclosures?",
      "a": "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/300282"
    },
    {
      "q": "Does Foster Dykema Cabot & Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"We require a minimum portfolio of $20,000,000 of investable assets but this minimum may be waived at FDC’s sole discretion.\""
    },
    {
      "q": "What changed in Foster Dykema Cabot & Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,995,237,359 to $2,223,188,313 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1512169413.0,
      "total_employees": 15,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1728179603.0,
      "total_employees": 16,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1546147051.0,
      "total_employees": 18,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1709196789.0,
      "total_employees": 18,
      "filing_date": "2024-04-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1995237359.0,
      "total_employees": 19,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2223188313.0,
      "total_employees": 21,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,995,237,359 to $2,223,188,313 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$20,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a \nminimum portfolio of $20,000,000 of investable assets but this minimum may be waived \nat FDC’s sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 20000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We require a \nminimum portfolio of $20,000,000 of investable assets but this minimum may be waived \nat FDC’s sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase",
      "name_as_filed": "JPMORGAN CHASE",
      "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/foster-dykema-cabot-and-partners-llc-waltham-ma-300282.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 26201170.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 718,
      "fewer_than_5": false,
      "raum": 1865913062.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 110990417.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8856691.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 57153724.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 32,
      "fewer_than_5": false,
      "raum": 154073249.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/300282",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}