CRD: 133140
Boylston Capital Management
Medford, MA
6175198156
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-03-1996
- Office Locations
- 1
Office Locations
-- Medford MA
About Boylston Capital Management
Boylston Capital Management is a Medford-based RIA. The firm has been operating for 30 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
67 AVG AGE
$4.3M AVG AUM / ADVISOR
$238.4K AVG AUM / CLIENT
30.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Optima Element
Investment Themes
Meridian glacier
Investment Vehicles
Bridge matrix
Services
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Owner & Executives
P
PAUL FRANCIS DOUGHERTY
MANAGING DIRECTOR
- CRD
- #1098680
- Ownership
- 75% or more
(279) 320-6384
harbor.vertex@embercapital.com
in linkedin.com/in/crest-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,291,168 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,291,168 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,291,168
Equity - Exchange:
31.9% Cash:
20.6% Municipal Bonds:
12.6% Public Funds:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $896,976,582 | 31.9% |
| Cash | $579,238,796 | 20.6% |
| Municipal Bonds | $354,291,691 | 12.6% |
| Public Funds | $981,331,747 | 34.9% |
| Total | $2,811,838,816 | 100.0% |