Key facts
- J.M. FORBES & CO. LLP is a other based in BOSTON, MA.
- J.M. FORBES & CO. LLP reports $31.6M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 107422- Regulatory AUM
- $31.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 21
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for J.M. FORBES & CO. LLP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is J.M. FORBES & CO. LLP's AUM?
- J.M. FORBES & CO. LLP manages approximately $31.6M in assets.