Boston Family Advisors Llc
- Regulatory AUM
- $330M
- Discretionary
- $264M
- Clients
- 39
- Avg AUM / client
- $8.5M
- Accounts
- 198
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 38 | $322M | 97.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $8.0M | 2.41% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bfa Private Opportunities Fund I, Lp | Private Equity Fund | Delaware | $3.5M | 34 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Andreas Ransome Hofer | President And Member | CFP | Sep 2018 (8y) | 50% – 75% |
| Schwartz, George, Gampfer | Advisor And Member | Mar 2019 (7y) | 10% – 25% | |
| Warren John Gibbon | Cio And Member | CFA | Apr 2020 (6y) | 10% – 25% |
| Leffler, Joshua, Adam | Chief Compliance Officer, Chief Operating Officer, And Member | Jun 2020 (6y) | 10% – 25% | |
| Tuttle, Laura, Mccreary | Head Of Family Offices And Member | Jun 2021 (5y) | 5% – 10% | |
| Thomas Michael Callahan | Registered representative | CFP | Feb 2022 (5y) | |
| Eric Daniel Curry | Registered representative | Feb 2025 (2y) | ||
| Robert Mahoney | Registered representative | Feb 2025 (1y) | ||
| John M. Ahrens | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% 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.
Private funds (1, $3.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bfa Private Opportunities Fund I, Lp | Private Equity Fund | $3.5M | $100K | 34 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.25 MB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $231M (70% of AUM) Mar 2026
- Charles Schwab & Co. $19.4M (6% 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗