# Foster Dykema Cabot & Partners, LLC

> 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.

- CRD: 300282
- Filed as: FOSTER DYKEMA CABOT & PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waltham, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300282
- AdvisorCensus page: https://advisorcensus.com/firm/foster-dykema-cabot-and-partners-llc-waltham-ma-300282

## Quick answers

**How is Foster Dykema Cabot & Partners, LLC compensated?**
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).

**Where is Foster Dykema Cabot & Partners, LLC located?**
Foster Dykema Cabot & Partners, LLC's principal office is in Waltham, MA, according to its Form ADV.

**Is Foster Dykema Cabot & Partners, LLC registered with the SEC or a state?**
Foster Dykema Cabot & Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300282.

**How much does Foster Dykema Cabot & Partners, LLC manage?**
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).

**How have Foster Dykema Cabot & Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Foster Dykema Cabot & Partners, LLC serve?**
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).

**Which custodians does Foster Dykema Cabot & Partners, LLC use?**
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.

**Does Foster Dykema Cabot & Partners, LLC 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/300282

**Does Foster Dykema Cabot & Partners, LLC state an account minimum?**
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."

**What changed in Foster Dykema Cabot & Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,995,237,359 to $2,223,188,313 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)

> We require a minimum portfolio of $20,000,000 of investable assets but this minimum may be waived at FDC’s sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity
- JPMorgan Chase

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: $2,223,188,313
- Discretionary: $2,223,188,313
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $26,201,170 |
| High net worth individuals | 718 | $1,865,913,062 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $110,990,417 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,856,691 |
| Charitable organizations | 15 | $57,153,724 |
| Corporations or other businesses not listed above | 32 | $154,073,249 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 21 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MA, ME, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fdcco.com
- fdcpartners.com
- focusfinancialpartners.com
- LinkedIn @2064318
- LinkedIn @focus-financial-partners
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,512,169,413 | 15 | April 22, 2021 |
| October 2022 | $1,728,179,603 | 16 | March 30, 2022 |
| October 2023 | $1,546,147,051 | 18 | September 28, 2023 |
| October 2024 | $1,709,196,789 | 18 | April 30, 2024 |
| October 2025 | $1,995,237,359 | 19 | April 25, 2025 |
| October 2026 | $2,223,188,313 | 21 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,995,237,359 to $2,223,188,313 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foster Dykema Cabot & Partners, LLC (CRD 300282): Form ADV filing data as of October 2026.