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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- GlacierSignal +more
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
About Foster Dykema Cabot & Partners, LLC
Foster Dykema Cabot & Partners (FDC) is a Waltham, MA wealth management firm serving wealthy individuals and families with a specialized focus on multi-generational planning. The team tackles complex estate and financial planning and provides portfolio management built on asset allocation, investment research, and security/vehicle selection. Leadership includes President Elizabeth Braudis, JD/LLM (Taxation), and a CFA CIO who chairs the Investment Policy Committee.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH ANN BRAUDIS
PARTNER, President
- CRD
- --
- Ownership
- Less than 5%
Frederick Peter Fisher
PARTNER, PORTFOLIO MANAGER
- CRD
- --
- Ownership
- Less than 5%
Summit momentum
Insight pathway
- CRD
- #93129
- Ownership
- 30.1%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,223,188,313 | $2,600,220 |
| Non-Discretionary | $0 | -- |
| Total | $2,223,188,313 | $2,600,220 |
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Separately Managed Accounts
Total SMA Asset: $2,112,197,896
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,620,206,017 | 29.9% |
| Equity - Exchange | $910,349,869 | 16.8% |
| Other | $411,824,941 | 7.6% |
| Private Funds | $341,381,201 | 6.3% |
| Cash | $1,300,499,813 | 24.0% |
| Municipal Bonds | $834,487,380 | 15.4% |
| Total | $5,418,749,221 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH VITAL MATRIX | MOMENTUM GLACIER | 4JUEGDGNN | FMMU | 3.04% | $39,226,089 |
| FOCUS FUSION | GLACIER FRONTIER | R1SC0PJZY | WZLD | 3.37% | $90,520,481 |
| EAGLE SUMMIT FUSION | PATHWAY RADIAL | FVCG13AQX | OJBC | 12.43% | $2,687,528 |
| RADIAL ELEMENT | ELEMENT PEAK | PDS6QQ8LA | BKS | 2.63% | $8,336,179 |
| TIMBER CREST | VERTEX TIMBER | PSW7VAJ55 | TRSSF | 8.40% | $66,520,781 |
| MATRIX WAVE VERTEX | QUANTUM BEACON | 5XAYGACIW | YGIQO | 9.21% | $115,701,151 |
| VITAL EAGLE WAVE | ELEMENT HORIZON | NT46PQVWP | REEQ | 5.16% | $74,237,298 |
| CATALYST HORIZON PEAK | ATLAS PEAK | IF99KEGJF | YHSI | 6.91% | $34,104,995 |