BOSTON FAMILY OFFICE LLC
CRD #107141 SEC #801-52883 BOSTON, MA 617-624-0800
SEC Registered Disclosures
Total AUM
$1.9B
Discretionary
$1.8B
Employees
18
Clients
0
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.8B | $47.2M | 18 | 0 |
| Feb 2025 | $1.9B | $1.8B | $47.2M | 18 | 0 |
| Feb 2024 | $1.7B | $1.7B | $44.5M | 16 | 0 |
| Feb 2023 | $1.6B | $1.6B | $32.4M | 16 | 0 |
| Mar 2022 | $1.9B | $1.8B | $81.8M | 16 | 0 |
| Jul 2021 | $1.7B | $1.6B | $95.9M | 15 | 0 |
| Jul 2021 | $1.7B | $1.6B | $95.9M | 15 | 0 |
| Mar 2021 | $1.7B | $1.6B | $95.9M | 15 | 0 |
| Jun 2020 | $1.4B | $1.3B | $108.6M | 13 | 0 |
| Feb 2020 | $1.4B | $1.3B | $108.6M | 13 | 0 |
| Mar 2019 | $1.2B | $1.1B | $96.8M | 15 | 0 |
| Oct 2018 | $1.3B | $1.2B | $105.7M | 15 | 0 |
| Jan 2018 | $1.3B | $1.2B | $105.7M | 15 | 0 |
| Mar 2017 | $1.1B | $1B | $92.2M | 15 | 400 |
| Mar 2016 | $1B | $975.3M | $38.2M | 15 | 400 |
| Apr 2015 | $1.1B | $1B | $41.5M | 15 | 380 |
| Mar 2015 | $1.1B | $1B | $41.5M | 15 | 380 |
| Mar 2014 | $1B | $970.4M | $45.4M | 16 | 400 |
| Mar 2013 | $869.2M | $802.2M | $67M | 16 | 200 |
| Jan 2013 | $790.6M | $725.5M | $65M | 13 | 200 |
| Mar 2012 | $790.6M | $725.5M | $65M | 11 | 200 |
| Dec 2011 | $804.9M | $740.5M | $64.3M | 11 | 200 |
| Mar 2011 | $804.9M | $740.5M | $64.3M | -- | -- |
| May 2009 | $609.3M | $555.5M | $53.8M | -- | -- |
| Apr 2009 | $609.3M | $555.5M | $53.8M | -- | -- |
| Mar 2009 | $609.3M | $555.5M | $53.8M | -- | -- |
| Mar 2009 | $609.3M | $555.5M | $53.8M | -- | -- |
| Mar 2009 | $609.3M | $555.5M | $53.8M | -- | -- |
| Mar 2008 | $780.5M | $711.6M | $68.9M | -- | -- |
| Oct 2007 | $757.6M | $684.5M | $73.1M | -- | -- |
| May 2007 | $757.6M | $684.5M | $73.1M | -- | -- |
| Mar 2007 | $757.6M | $684.5M | $73.1M | -- | -- |
| Jan 2007 | $480.6M | $412.4M | $68.2M | 10 | -- |
| Nov 2006 | $480.6M | $412.4M | $68.2M | -- | -- |
| Mar 2006 | $480.6M | $412.4M | $68.2M | -- | -- |
| Feb 2005 | $466.4M | $403.2M | $63.2M | -- | -- |
DateOct 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$47.2M
Employees18
Clients0
DateFeb 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$47.2M
Employees18
Clients0
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$44.5M
Employees16
Clients0
DateFeb 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$32.4M
Employees16
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$81.8M
Employees16
Clients0
DateJul 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$95.9M
Employees15
Clients0
DateJul 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$95.9M
Employees15
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$95.9M
Employees15
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.6M
Employees13
Clients0
DateFeb 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.6M
Employees13
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$96.8M
Employees15
Clients0
DateOct 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105.7M
Employees15
Clients0
DateJan 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105.7M
Employees15
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$92.2M
Employees15
Clients400
DateMar 2016
Total AUM$1B
Discretionary$975.3M
Non-Disc.$38.2M
Employees15
Clients400
DateApr 2015
Total AUM$1.1B
Discretionary$1B
Non-Disc.$41.5M
Employees15
Clients380
DateMar 2015
Total AUM$1.1B
Discretionary$1B
Non-Disc.$41.5M
Employees15
Clients380
DateMar 2014
Total AUM$1B
Discretionary$970.4M
Non-Disc.$45.4M
Employees16
Clients400
DateMar 2013
Total AUM$869.2M
Discretionary$802.2M
Non-Disc.$67M
Employees16
Clients200
DateJan 2013
Total AUM$790.6M
Discretionary$725.5M
Non-Disc.$65M
Employees13
Clients200
DateMar 2012
Total AUM$790.6M
Discretionary$725.5M
Non-Disc.$65M
Employees11
Clients200
DateDec 2011
Total AUM$804.9M
Discretionary$740.5M
Non-Disc.$64.3M
Employees11
Clients200
DateMar 2011
Total AUM$804.9M
Discretionary$740.5M
Non-Disc.$64.3M
Employees--
Clients--
DateMay 2009
Total AUM$609.3M
Discretionary$555.5M
Non-Disc.$53.8M
Employees--
Clients--
DateApr 2009
Total AUM$609.3M
Discretionary$555.5M
Non-Disc.$53.8M
Employees--
Clients--
DateMar 2009
Total AUM$609.3M
Discretionary$555.5M
Non-Disc.$53.8M
Employees--
Clients--
DateMar 2009
Total AUM$609.3M
Discretionary$555.5M
Non-Disc.$53.8M
Employees--
Clients--
DateMar 2009
Total AUM$609.3M
Discretionary$555.5M
Non-Disc.$53.8M
Employees--
Clients--
DateMar 2008
Total AUM$780.5M
Discretionary$711.6M
Non-Disc.$68.9M
Employees--
Clients--
DateOct 2007
Total AUM$757.6M
Discretionary$684.5M
Non-Disc.$73.1M
Employees--
Clients--
DateMay 2007
Total AUM$757.6M
Discretionary$684.5M
Non-Disc.$73.1M
Employees--
Clients--
DateMar 2007
Total AUM$757.6M
Discretionary$684.5M
Non-Disc.$73.1M
Employees--
Clients--
DateJan 2007
Total AUM$480.6M
Discretionary$412.4M
Non-Disc.$68.2M
Employees10
Clients--
DateNov 2006
Total AUM$480.6M
Discretionary$412.4M
Non-Disc.$68.2M
Employees--
Clients--
DateMar 2006
Total AUM$480.6M
Discretionary$412.4M
Non-Disc.$68.2M
Employees--
Clients--
DateFeb 2005
Total AUM$466.4M
Discretionary$403.2M
Non-Disc.$63.2M
Employees--
Clients--