J.M. FORBES & CO. LLP of BOSTON, MA is an SEC-registered investment adviser (CRD 107422). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Other.
| 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 | — |