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 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 112% of the manager's regulatory AUM.
BOSTON FAMILY OFFICE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOSTON FAMILY OFFICE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.44% | Tech | 28.32% | 0.41% | 0 | 45% | ||
| MSFT | 3.1% | Tech | 17.4% | -0.03% | 0 | 53% | ||
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FEATURED IN
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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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, Massachusetts
UNITED STATES, 02110
BOSTON FAMILY OFFICE Contact Information
Phone Number: 617-624-0800
Fax Number: 617-624-0801
Website: http://www.bosfam.com
Fax Number: 617-624-0801
Website: http://www.bosfam.com
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