$2.0B Total AUM
$2.0B Disc. AUM
8.1% 3Y CAGR
17 Employees
342 ADV. Clients
29 yrs Firm Age
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- Custodian
- BNY Mellon · Broadridge · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-1996
- Office Locations
- 3
Office Locations
20 Custom House Street Suite 700 Boston MA
225 Friend Street, #801 Boston MA
88 Broad Street Boston MA
About Boston Family Office LLC
Boston Family Office LLC is a Boston-based RIA with 3 offices. The firm has been operating for 29 years. Managing $2.0B in total assets under management, with 10 advisory representatives. They custody assets with BNY Mellon and Broadridge.
Team overview
53 AVG AGE
$201.9M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
14.4 yrs AVG TENURE
17 Employees
10 Advisory Reps
8 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GEORGE PUTNAM III
Managing Member
- CRD
- #4355835
- Ownership
- 25% but less than 50%
Available
Available
Available
GEORGE PUTNAM BEAL
DIRECTOR, Managing Member, Partner
- CRD
- #4359958
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 8 owners & executives
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G
George P. Beal
Managing Partner and Portfolio Manager
- CRD
- --
Available
Available
Available
DYLAN CHAMBERLAINE BRIX
Portfolio Manager
- CRD
- #6122523
Available
Available
Available
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,959,441,441 | $2,458,521 |
| Non-Discretionary | $59,723,506 | $3,143,342 |
| Total | $2,019,164,947 | $2,474,467 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Public Funds:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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