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BOSTON PORTFOLIO ADVISERS
BOSTON PORTFOLIO ADVISERS, LLC
CRD 172374 · SEC 801-135801
6 BEACON STREET, SUITE 725, BOSTON, MA, 02108-3810, United States
Phone
617-227-7807
Fax
617-227-7809
Registration
— (—)
Source
State registered
Total AUM
$121.5M
Discretionary AUM
$121.5M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $22.8M |
| High net worth individuals | 69 | $98.7M |
All web addresses on file
Official SEC filing: View on IAPD