# BOSTON FAMILY OFFICE LLC

BOSTON FAMILY OFFICE LLC of BOSTON, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 107141
- Type: SEC-registered investment adviser
- SEC file number: 801-52883
- Location: 20 CUSTOM HOUSE STREET, SUITE 700, BOSTON, MA, 02110
- Phone: 617-624-0800
- Latest filing: 2026-03-02
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $59.7M
- Clients: 17
- Accounts: 816

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| GEORGE PUTNAM | MANAGING MEMBER | SPARKS, NV |
| George Putnam Beal | MANAGING MEMBER | — |
| Eliza Hapgood Rowe | MANAGING MEMBER, TREASURER | — |
| Michael James Unger | MANAGING MEMBER | — |
| Benjamin Taylor Richardson | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | — |
| Peder Christian Johnson | MANAGING MEMBER | — |
| Darren Leon Beals | CHIEF COMPLIANCE OFFICER | — |
| Michael Joseph Dorsey | MANAGING MEMBER | — |
| Elizabeth Greer Candler | MANAGING MEMBER | — |
| PUTNAM GEORGE | DIR. OF INVESTMENTS; MANAGING MEMBER; MEMBER (+1 more) | — |
| RICHARDSON PATRICIA L | DECEASED; PRESIDENT | — |
| SMALL SHERWOOD THAYER | MANAGING PARTNER | — |
| CANDLER ELIZABETH GREER | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BEAL GEORGE PUTNAM | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+2 more) | — |
| WELD EDWARD WINSOR | CHIEF INVESTMENT OFFICER; DECEASED; DIR.RESEARCH (+1 more) | — |
| ROWE ELIZA HAPGOOD | MANAGING MEMBER; MANAGING MEMBER, TREASURER; MEMBER (+2 more) | — |
| VENTURE PIERRE EIRCH | PARTNER; PARTNER, CHIEF INV. OFFICER; PORTFOLIO MANAGER | — |
| UNGER MICHAEL J | MEMBER; PARTNER | — |
| HENDERSON RONALD HOLSTEIN | MANAGING MEMBER; MEMBER; PARTNER | — |
| EVERETT EDWIN D | PARTNER | — |
| JOHNSON PEDER CHRISTIAN | MANAGING MEMBER | — |
| LOVELL BENJAMIN CROCKER | PARTNER | — |
| WEST RICHARD ANGUS | V.P. & SECRETARY | — |
| MACKLEM RICHARD PETERSON | PARTNER; RETIRED; VICE PRESIDENT | — |
| VENTUR PIERRE | MANAGING MEMBER; MANAGING MEMBER, CHIEF INV. OFFICER; MEMBER, CHIEF INV. OFFICER (+1 more) | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-10-04 | regulatory | THE FIRM DID NOT REGISTER FOUR INVESTMENT ADVISER REPRESENTATIVES IN MASSACHUSETTS PRIOR TO THE REPRESENTATIVES CONDUCTING INVESTMENT ADVISER ACTIVITIES. | Final | $55K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107141/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107141/similar
- Related entities: https://search.stillhousedata.com/firm/107141/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107141

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.