BOSTON FAMILY OFFICE Overview

Boston Family Office Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 772MM in positions, representing 72% of the manager's regulatory AUM.

BOSTON FAMILY OFFICE StockAlpha

-3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOSTON FAMILY OFFICE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 2.59% Health -5.39% -0.03% 0 34%
AAPL 2.49% Tech -0.31% -0.04% 0 42%
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FEATURED IN
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BOSTON FAMILY OFFICE Founders and Key Employees

Name Title In Position Since
George P. Beal Managing Member October-1996
George Putnam Managing Member August-1996
Eliza H. Rowe Managing Member, Treasurer June-2000
Pierre Ventur Managing Member November-2000
Michael J. Unger Managing Member January-2003
William H. Claflin Managing Member September-2007
Benjamin T. Richardson Managing Member, Chief Investment Officer July-2008
Elizabeth G. Candler Managing Member, Chief Compliance Officer May-2010

BOSTON FAMILY OFFICE Brokers, Custodians, Auditors and Administrators

Type Company

BOSTON FAMILY OFFICE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The BFO relies primarily on fundamental analysis in evaluating securities for investment. On a macro-economic basis, the BFO will consider trends in the national and world economies, demographics, consumer confidence and other current and historical events. We look for reasonably priced growth companies that are benefiting from these favorable macro-economic trends, have strong product or service franchises, and good management teams. When making investments in fixed income, the creditworthiness of the issuer (usually investment grade), the number of years until maturity (rarely more
than 12), and the coupon rate are the most important factors. In addition to managing portfolios, each portfolio manager at the BFO is responsible for following a sector of the economy. Primary sources as well as various research providers are used to generate new investment ideas and a formal presentation on each sector is made t...
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BOSTON FAMILY OFFICE Portfolio Concentration

BOSTON FAMILY OFFICE Location

88 BROAD ST. (2ND FLOOR)
BOSTON, Massachusetts
UNITED STATES, 02110

BOSTON FAMILY OFFICE Contact Information

Phone Number: 617-624-0800
Fax Number: 617-624-0801
Website:

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