# BOSTON PRIVATE VALUE INVESTORS, INC.

BOSTON PRIVATE VALUE INVESTORS, INC. of CONCORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 109871
- Type: SEC-registered investment adviser
- SEC file number: 801-60037
- Location: 46 SOUTH MAIN ST., CONCORD, NH, 03301-4855
- Phone: 603-226-6600
- Latest filing: 2009-03-31
- Regulatory AUM: $475.4M
- Discretionary AUM: $471.4M
- Non-discretionary AUM: $4.0M
- Clients: 11
- Accounts: 485

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| SMALL SHERWOOD THAYER | CHAIRMAN/CEO/DIRECTOR; CHAIRMAN/CEO/PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR | — |
| COTTRILL MARTHA ELIZABETH | CCO/MANAGING DIRECTOR/DIRECTOR; COO/MANAGING DIRECTOR/DIRECTOR; MANAGING DIRECTOR/DIRECTOR (+1 more) | — |
| HAZARD CHARLES MICHAEL | DIRECTOR | — |
| TAMAGNI JOHN SEARLE | DIRECTOR | — |
| VAILL TIMOTHY LANDON | DIRECTOR; VICE PRESIDENT/DIRECTOR | — |
| DEWITT KENNETH GEORGE | MANAGING DIRECTOR/TRADER/PORTFOLIO MANAGER; VICE PRESIDENT/TRADER/PORTFOLIO MANAGER | — |
| LESKO TIMOTHY SEAN | DIRECTOR OF MARKETING; DIRECTOR OF MARKETING/PORTFOLIO MANAGER; MANAGING DIRECTOR/DIRECTOR (+2 more) | — |
| MORGAN RICHARD BRUCE | MANAGING DIRECTOR; MANAGING DIRECTOR/DIRECTOR; SENIOR VICE PRESIDENT | — |
| O'REILLY CAROL A | CCO/TREASURER; CHIEF COMPLIANCE OFFICER/TREASURER; TREASURER/CHIEF COMPLIANCE OFFICER | — |
| DALTON TIMOTHY GEORGE | DIRECTOR | — |
| CROMARTY JOSEPH HENRY | DIRECTOR | — |
| POPE CHRISTOPHER MONTGOMERY | MANAGING DIRECTOR/DIRECTOR; PRESIDENT/MANAGING DIRECTOR/DIRECTOR | — |
| PRESSEY WALTER | VICE PRESIDENT/DIRECTOR | — |
| SOLES KEVIN CHARLES | VICE PRESIDENT/PORTFOLIO MANAGER | — |
| LAVALLE MARK | VICE PRESIDENT/PORTFOLIO MANAGER | — |
| RANDALL ANNE BETH | VICE PRESIDENT | — |
| SCALIA JOSEPH P | VICE PRESIDENT | — |
| GOLDBERG EDWARD RICHARD | MANAGING DIRECTOR/DIRECTOR; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/DIRECTOR | — |
| TIMM MICHAEL LAWRENCE | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109871/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109871/similar
- Related entities: https://search.stillhousedata.com/firm/109871/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109871

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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.