S & CO., INC.
CRD #110026 SEC #801-33273 BOSTON, MA 617-227-8660
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.3B
Employees
15
Clients
--
Accounts
372
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 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 |
|---|---|---|---|---|
| MCCARTHY, BRIAN, F | I | VICE PRESIDENT | NA | Control |
| MCCARTHY, BRIAN, FARRELL | I | VICE PRESIDENT | NA | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | NA | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | NA | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | NA | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | NA | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | NA | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | NA | Control |
| STILES, JOHN, BARRY | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| STILES, JOHN, BARRY | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | NA | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | NA | Control |
| LEWIS, GEORGE | I | DIRECTOR | C | Control |
| LEWIS, GEORGE | I | DIRECTOR | C | Control |
| LEWIS, GEORGE | I | DIRECTOR | C | Control |
| LEWIS, GEORGE | I | DIRECTOR | C | Control |
| LEWIS, GEORGE | I | DIRECTOR | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN & PRESIDENT | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN & PRESIDENT | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN & PRESIDENT | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN & PRESIDENT | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN, PRESIDENT | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN, PRESIDENT | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | C | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, PRESIDENT | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| JERROLD, MITCHELL | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| LEWIS, GEORGE | I | DIRECTOR | B | Control |
| MCCARTHY, BRIAN, FARRELL | I | DIRECTOR, VICE PRESIDENT, TREASURER | B | Control |
| MCCARTHY, BRIAN, FARRELL | I | DIRECTOR, SENIOR VICE PRESIDENT, TREASURER | B | Control |
| MCCARTHY, BRIAN, FARRELL | I | DIRECTOR, SENIOR VICE PRESIDENT, TREASURER | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | B | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | B | Control |
| SALTONSTALL, WILLIAM, LAWRENCE | I | DIRECTOR | B | Control |
| SALTONSTALL, WILLIAM, LAWRENCE | I | DIRECTOR | B | Control |
| SALTONSTALL, WILLIAM, LAWRENCE | I | DIRECTOR | B | Control |
| SALTONSTALL, WILLIAM, LAWRENCE | I | DIRECTOR | B | Control |
| SALTONSTALL, WILLIAM, LAWRENCE | I | PRESIDENT, DIRECTOR | B | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | B | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | B | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | B | Control |
| THOMPSON, JEFFREY, L | I | DIRECTOR, VICE PRESIDENT | B | Control |
| THOMPSON, JEFFREY, L | I | DIRECTOR, SENIOR VICE PRESIDENT | B | Control |
| THOMPSON, JEFFREY, L | I | DIRECTOR, SENIOR VICE PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR, CHAIRMAN & PRESIDENT | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | B | Control |
| THOMPSON, NEIL, LOCKWOOD | I | DIRECTOR AND CHAIRMAN | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK, & PRESIDENT | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK, & PRESIDENT | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR | B | Control |
| WEBB, (III), ALEXANDER | I | DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| WILLIS, DUDLEY, HALL | I | TREASURER, CLERK, DIRECTOR | B | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR | A | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, SENIOR VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | A | Control |
| JEPPSON, GEORGE, NATHANIEL | I | DIRECTOR, SENIOR VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | A | Control |
| LEWIS, GEORGE | I | DIRECTOR | A | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR AND ASSISTANT CLERK | A | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR AND ASSISTANT CLERK | A | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR AND ASSISTANT CLERK | A | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR AND ASSISTANT CLERK | A | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | A | Control |
| MEGARGEL, MATTHEW, EDWARD | I | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | A | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | A | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | A | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | A | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | A | Control |
| MITCHELL, JERROLD | I | DIRECTOR AND SENIOR VICE PRESIDENT | A | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | A | Control |
| QUIRK, THOMAS, VINCENT | I | DIRECTOR AND SENIOR VICE PRESIDENT | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | DIRECTOR | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| SALTONSTALL, GEORGE, WEST | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | A | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | A | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | A | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | A | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | A | Control |
| THOMPSON, JEFFREY, L | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (14)
AK CT DE FL MA MD ME MT NC NH NY PA RI VT
Address
50 CONGRESS STREET, ROOM 800BOSTON, MA 02109
United States
Phone: 617-227-8660