Boston Investment Trust Management, Inc.
- Regulatory AUM
- $4.6M
- Discretionary
- $4.6M
- Clients
- 22
- Avg AUM / client
- $207K
- Accounts
- 22
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $4.6M | 100.0% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Friends Fiduciary Corporation EIN 231968136 | Philadelphia, PA | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ufcw Intl Union Pension Plan For Employees Executive Committee Of The U.F.C.W Intl Union | 2024 | |
| Teamsters Local 210 Affiliated Pension Trust Fund Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | New York, NY | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Paul Kopack | Registered representative | Apr 2006 (20y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ufcw Intl Union Pension Plan For Employees | Executive Committee Of The U.F.C.W Intl Union | 2,086 | $1.2B | 05/01/2024 |
| Teamsters Local 210 Affiliated Pension Trust Fund | Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | 994 | $155M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Friends Fiduciary Corporation | Public charity | $743M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗