Key facts
- Boston Family Advisors is a family office based in Boston, Massachusetts.
- Boston Family Advisors has 1 fund on record, raising $9.2M across the 1 that report a size.
- The team roster lists 4 people.
About Boston Family Advisors
Founded in 2018, Boston Family Advisors is a family office based in Boston, Massachusetts. The firm seeks to provide services like trust & estate and tax planning, investment management, financial planning, and generational wealth transfer.
Registered with the SEC
Form ADV · 2026-03 · CRD 299060- Regulatory AUM
- —
- Private fund assets
- $8.0M
- Private funds
- 1 · 1 private equity
- Staff
- 10
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BOSTON FAMILY ADVISORS LLC).
Free account
See more of the book
- ·Watchlist + alerts for Boston Family Advisors's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for Boston Family Advisors are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- BFA Private Opportunities Fund I, LP2021$9.2M
$9.2M raised across the 1 fund that report a size
Team
4 people on record — 3 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Boston Family Advisors's AUM?
- Boston Family Advisors manages approximately $169 in assets.