BOSTON PRIVATE WEALTH
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BOSTON PRIVATE WEALTH
(CRD# 172832)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Boston, MA.
The SEC approved the firm to operate as an RIA in
Oct 2014.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$6.8 Billion,
with discretion over
94%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
1%
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BOSTON PRIVATE WEALTH
also reported in
Mar 2019
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96
employees,
with
47
performing advisory functions.
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A total of 14 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BOSTON PRIVATE WEALTH has one or more disclosure events currently on file with the SEC.
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BOSTON PRIVATE WEALTH has Notice Filings with the following State Securities Authorities:
AK-Oct 2014, AL-Oct 2014, AR-Oct 2014, AZ-Oct 2014, CA-Oct 20
, CO-Oct 2014, CT-Oct 2014, DC-Oct 2014, DE-Oct 2014, FL-Oct 2
, GA-Oct 2014, HI-Oct 2014, IA-Oct 2014, ID-Oct 2014, IL-Oct 2
, IN-Oct 2014, KS-Oct 2014, KY-Oct 2014, LA-Oct 2014, MA-Oct 2
, MD-Oct 2014, ME-Oct 2014, MI-Oct 2014, MN-Oct 2014, MO-Oct 2
, MS-Oct 2014, MT-Oct 2014, NC-Oct 2014, ND-Oct 2014, NE-Oct 2
, NH-Oct 2014, NJ-Nov 2014, NM-Oct 2014, NV-Oct 2014, NY-Oct 2
, OH-Oct 2014, OK-Oct 2014, OR-Oct 2014, PA-Oct 2014, RI-Oct 2
, SC-Oct 2014, SD-Oct 2014, TN-Oct 2014, TX-Oct 2014, UT-Oct 2
, VA-Oct 2014, VT-Oct 2014, WA-Oct 2014, WI-Oct 2014, WV-Oct 2
, WY-Dec 2018
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Disclaimer:
The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
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