Boston Family Office Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 342
- Avg AUM / client
- $5.9M
- Accounts
- 816
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Investments (13F portfolio — 310 positions, $1,502,947)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc. | COM | $72,822 | 286,939 | 4.85% | 0.0% |
| 2 | Alphabet Inc. Class C | CAP STK CL C | $52,170 | 181,865 | 3.47% | 0.0% |
| 3 | Amazon.Com, Inc. | COM | $52,105 | 250,179 | 3.47% | 0.0% |
| 4 | Microsoft Corporation | COM | $50,704 | 136,974 | 3.37% | 0.0% |
| 5 | Vanguard S&P 500 Etf | S&P 500 ETF SHS | $47,634 | 79,715 | 3.17% | 0.0% |
| 6 | Visa Inc. Class A | COM CL A | $40,223 | 133,083 | 2.68% | 0.0% |
| 7 | Union Pacific Corporation | COM | $29,720 | 122,497 | 1.98% | 0.0% |
| 8 | Nvidia Corporation | COM | $28,891 | 165,659 | 1.92% | 0.0% |
| 9 | Spdr S&P 500 Etf Trust | TR UNIT | $28,734 | 44,183 | 1.91% | 0.0% |
| 10 | Berkshire Hathaway Inc. Class B | CL B NEW | $27,139 | 56,634 | 1.81% | 0.0% |
| 11 | Next Era Energy, Inc. | COM | $24,625 | 265,125 | 1.64% | 0.0% |
| 12 | S&P Global, Inc. | COM | $24,439 | 57,457 | 1.63% | 0.0% |
| 13 | Stryker Corporation | COM | $24,289 | 73,919 | 1.62% | 0.0% |
| 14 | Ecolab Inc. | COM | $23,789 | 89,427 | 1.58% | 0.0% |
| 15 | Rockwell Automation, Inc. | COM | $23,289 | 64,894 | 1.55% | 0.0% |
| 16 | Palo Alto Networks, Inc. | COM | $22,074 | 137,689 | 1.47% | 0.0% |
| 17 | Chevron Corporation | COM | $21,452 | 103,685 | 1.43% | 0.0% |
| 18 | Air Products And Chemicals, Inc. | COM | $20,981 | 72,226 | 1.4% | 0.0% |
| 19 | American Tower Corporation | COM | $20,686 | 119,861 | 1.38% | 0.0% |
| 20 | Iqvia Holdings Inc | COM | $19,888 | 116,617 | 1.32% | 0.0% |
| 21 | Thermo Fisher Scientific Inc. | COM | $19,813 | 40,308 | 1.32% | 0.0% |
| 22 | Aptargroup, Inc. | COM | $18,899 | 149,972 | 1.26% | 0.0% |
| 23 | Eli Lilly And Company | COM | $17,333 | 18,845 | 1.15% | 0.0% |
| 24 | Marsh | COM | $16,856 | 97,181 | 1.12% | 0.0% |
| 25 | Johnson & Johnson | COM | $16,837 | 68,879 | 1.12% | 0.0% |
Top 25 of 310 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $39.6M | 1.96% |
| High net worth individuals | 245 | $1.9B | 92.7% |
| Charitable organizations | 10 | $108M | 5.33% |
| Corporations and other businesses | Fewer than 5 clients | $875K | 0.04% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Putnam | Managing Member | Aug 1996 (30y) | 25% – 50% | |
| George Putnam Beal | Managing Member | Oct 1996 (30y) | 10% – 25% | |
| Michael James Unger | Managing Member | CFA | May 2000 (26y) | 10% – 25% |
| Eliza Hapgood Rowe | Managing Member, Treasurer | Jun 2000 (26y) | 10% – 25% | |
| Benjamin Taylor Richardson | Managing Member, Chief Investment Officer | CFA | Jul 2008 (18y) | Less than 5% |
| Candler, Elizabeth, Greer | Managing Member | May 2010 (16y) | Less than 5% | |
| Peder Christian Johnson | Managing Member | CFP CFA | Feb 2016 (11y) | Less than 5% |
| Michael Joseph Dorsey | Managing Member | CFP CFA | Sep 2020 (6y) | Less than 5% |
| Beals, Darren, Leon | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Dylan Chamberlaine Brix | Registered representative | CFA | Oct 2020 (6y) | |
| Romahlo Ivan Wilson | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alexander, Elizabeth Gst Trust | Member | Jan 2010 | A | Less than 5% |
| Chase, Sarah A. Gst Trust | Member | Jan 2010 | A | Less than 5% |
| Golemb, Christine A. Gst Trust | Member | Jan 2010 | A | Less than 5% |
| Weld, Andrew W. Gst Trust | Member | Jan 2010 | A | Less than 5% |
| Weld, Christopher B. Gst Trust | Member | Jan 2010 | A | Less than 5% |
| Weld, David A. Gst Trust | Member | Jan 2010 | A | Less than 5% |
| Weld, Timothy S. Gst Trust | Member | Jan 2010 | A | Less than 5% |
| Cameron Bright | Trustee | Jan 2010 | B | GP / trustee / elected manager of Alexander Elizabeth Gst Trust (indirect) |
| Alexander Weld | Trustee | Jan 2010 | B | GP / trustee / elected manager of Alexander, Elizabeth Gst Trust (indirect) |
| Kathleen Weld | Trustee | Jan 2010 | B | GP / trustee / elected manager of Weld, Andrew W. Gst Trust (indirect) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE FIRM DID NOT REGISTER FOUR INVESTMENT ADVISER REPRESENTATIVES IN MASSACHUSETTS PRIOR TO THE REPRESENTATIVES CONDUCTING INVESTMENT ADVISER ACTIVITIES. Status: Final Sanction Detail: PAID $55,000 FINE TO THE COMMONWEALTH OF MASSACHUSETTS ON 10/5/18. THE FIRM AGREED TO CEASE AND DESIST FROM ANY FUTURE VIOLATIONS OF THE MASSACHUSETTS REQUIREMENTS ON REGISTRATION OF INVESTMENT ADVISER REPRESENTATIVES. THE CEASE AND DESIST DID NOT INCLUDE AN INJUNCTION OR OTHER RESTRICTION ON THE FIRM'S ACTIVITIES. Summary: IN 2017, THE FIRM DETERMINED THAT FOUR OF ITS INVESTMENT ADVISER REPRESENTATIVES HAD NOT BEEN REGISTERED IN MASSACHUSETTS, AS REQUIRED BY MASSACHUSETTS REGULATIONS. TWO OF THOSE REPRESENTATIVES WERE RETIRED PRIOR TO 2017. THE FIRM BEGAN THE PROCESS OF REMEDYING THIS OVERSIGHT AND MAKING THE NECESSARY FILINGS WITH MASSACHUSETTS. ALL OF THE FIRM'S INVESTMENT ADVISER REPRESENTATIVES ARE NOW REGISTERED WITH MASSACHUSETTS. AS A RESULT OF THE FAILURE TO REGISTER THE FOUR INDIVIDUALS IN A TIMELY MANNER, THE MASSACHUSETTS SECURITIES DIVISION ENTERED AN ADMINISTRATIVE ORDER AGAINST THE FIRM ON 10/4/18, IMPOSING A $55,000 FINE. THE FIRM HAS IMPLEMENTED ENHANCED COMPLIANCE PROCEDURES TO MAKE CERTAIN THIS ISSUE DOES NOT OCCUR AGAIN.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- BNY Mellon $1.5B (73% of AUM) Mar 2026
- National Financial Services (Fidelity) $364M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗