J.M. FORBES & CO. LLP
CRD #107422 SEC #801-2252 BOSTON, MA 617-423-5705
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
20
Clients
0
Accounts
1,021
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENDRIGAN, PAUL, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | LIMITED PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BERNIER, JEFFREY, LEE | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | LIMITED PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| COLT, ELIZABETH, SIMONDS | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| ELIAS, PAUL | I | PARTNER | C | Control |
| GREGG, ROGER, LOUNSBERRY | I | PARTNER | C | Control |
| GREGG, ROGER, LOUNSBERRY | I | PARTNER | C | Control |
| HENDRICKS, BRACKEN | I | PARTNER | C | Control |
| HENDRICKS, BRACKEN | I | PARTNER | C | Control |
| HENDRICKS, BRACKEN | I | PARTNER | C | Control |
| Hendricks, Bracken | I | PARTNER | C | Control |
| Hendricks, Bracken | I | PARTNER | C | Control |
| Hendricks, Bracken | I | LIMITED PARTNER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF COMPLIANCE OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| WARNER, DAVID, CARR | I | PARTNER / CHIEF OPERATING OFFICER | C | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | B | Control |
| BANCROFT, WILLIAM, NICKERSON | I | PARTNER | B | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | B | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | B | Control |
| DAVIDSON, MALCOLM, LINCOLN | I | PARTNER | B | Control |
| ELIAS, PAUL | I | PARTNER | B | Control |
| ELIAS, PAUL | I | PARTNER | B | Control |
| ELIAS, PAUL | I | LIMITED PARTNER | B | Control |
| ELIAS, PAUL | I | PARTNER | B | Control |
| ELIAS, PAUL | I | PARTNER | B | Control |
| WARNER, DAVID, CARR | I | PARTNER | B | Control |
| WARNER, DAVID, CARR | I | PARTNER | B | Control |
| WARNER, DAVID, CARR | I | PARTNER | B | Control |
| ELIAS, PAUL | I | PARTNER | A | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (16)
CA CO DC FL MA MD ME MT NC NH NY RI TX VA VT WA
Address
121 MOUNT VERNON STREETBOSTON, MA 02108
United States
Phone: 617-423-5705