# J.M. FORBES & CO. LLP

J.M. FORBES & CO. LLP of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 107422
- Type: SEC-registered investment adviser
- SEC file number: 801-2252
- Location: 121 MOUNT VERNON STREET, BOSTON, MA, 02108
- Phone: 617-423-5705
- Latest filing: 2026-03-12
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $1.9M
- Clients: 21
- Accounts: 1,076

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Paul Elias | PARTNER | — |
| Paul Martin Kendrigan | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Lee Bernier | PARTNER / CHIEF OPERATING OFFICER | — |
| Elizabeth Simonds Colt | PARTNER | — |
| Bracken Hendricks | PARTNER | — |
| BANCROFT WILLIAM NICKERSON | PARTNER | — |
| DAVIDSON MALCOLM LINCOLN | PARTNER | — |
| WARNER DAVID CARR | PARTNER; PARTNER / CHIEF COMPLIANCE OFFICER; PARTNER / CHIEF OPERATING OFFICER | — |
| ELIAS PAUL | LIMITED PARTNER; PARTNER | — |
| BERNIER JEFFREY LEE | LIMITED PARTNER / CHIEF OPERATING OFFICER; PARTNER; PARTNER / CHIEF OPERATING OFFICER | — |
| GREGG ROGER LOUNSBERY | PARTNER | — |
| KENDRIGAN PAUL MARTIN | CHIEF COMPLIANCE OFFICER | — |
| GREGG ROGER LOUNSBERRY | PARTNER | — |
| COLT ELIZABETH SIMONDS | LIMITED PARTNER; PARTNER | — |
| Hendricks Bracken | LIMITED PARTNER; PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107422/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107422/similar
- Related entities: https://search.stillhousedata.com/firm/107422/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107422

---

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.