CRD: 165554
Boston Harbor Investment Management
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- Custodian
- Charles Schwab & Company · Deutsche Bank · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Ridge signal
- Established Date
- 01-02-2013
- Office Locations
- 2
Office Locations
About Boston Harbor Investment Management
Boston Harbor Investment Management is a Bedford, MA-based RIA serving retail and institutional clients with a proprietary, fundamental, rules-based U.S. large-cap equity approach. The firm builds low-turnover portfolios of financially healthy, well-managed companies using forensic analysis of published financial statements, targeting long-term absolute returns with lower volatility and beta than the S&P 500. Custody can be held at Schwab.
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Owner & Executives
DAVID ALFRED PAGE
Chairman, Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6132686
- Ownership
- 50% but less than 75%
DENNIS NEIL CAULFIELD
Chief Investment Officer, VICE CHAIRMAN
- CRD
- #6132687
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JAN PATRIC HAGEMEIER
--
- CRD
- #1592257
ROBERT FRANK PLODER
--
- CRD
- #364632
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,159,478 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,159,478 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,159,478
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,126,707,813 | 22.9% |
| Cash | $3,793,413,639 | 77.1% |
| Total | $4,920,121,452 | 100.0% |