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FOSTER DYKEMA CABOT & PARTNERS, LLC
CRD 300282 · SEC 801-114693
1075 MAIN STREET SUITE 200, WALTHAM, MA, 02451, United States
Phone
617-423-3900
Fax
781-893-1619
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.22B
Discretionary AUM
$2.22B
Team
21 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $26.2M |
| High net worth individuals | 718 | $1.87B |
| Pooled investment vehicles | 8 | $111.0M |
| Charitable organizations | 15 | $57.2M |
| Corporations/business entities | 32 | $154.1M |
States served
CA, CO, ME, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD