# S & CO., INC.

S & CO., INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 110026
- Type: SEC-registered investment adviser
- SEC file number: 801-33273
- Location: 50 CONGRESS STREET, ROOM 800, BOSTON, MA, 02109
- Phone: 617-227-8660
- Latest filing: 2026-03-31
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Clients: 15
- Accounts: 383

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| [Neil Lockwood Thompson](https://search.stillhousedata.com/person/707973) | DIRECTOR AND CHAIRMAN | — |
| [George West Saltonstall](https://search.stillhousedata.com/person/707974) | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | — |
| [Matthew Edward Megargel](https://search.stillhousedata.com/person/707975) | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | — |
| [George Nathaniel Jeppson](https://search.stillhousedata.com/person/707976) | DIRECTOR, PRESIDENT | — |
| [Jeffrey L Thompson](https://search.stillhousedata.com/person/707977) | DIRECTOR, SENIOR VICE PRESIDENT | — |
| [Thomas Vincent Quirk](https://search.stillhousedata.com/person/707978) | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| [Brian Farrell Mccarthy](https://search.stillhousedata.com/person/707979) | DIRECTOR, SENIOR VICE PRESIDENT, TREASURER | — |
| [John Barry Stiles](https://search.stillhousedata.com/person/707980) | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| [SALTONSTALL WILLIAM LAWRENCE](https://search.stillhousedata.com/person/735439) | DIRECTOR; PRESIDENT, DIRECTOR | — |
| [LEWIS GEORGE](https://search.stillhousedata.com/person/735440) | DIRECTOR | — |
| [WILLIS DUDLEY HALL](https://search.stillhousedata.com/person/735441) | TREASURER, CLERK, DIRECTOR | — |
| [THOMPSON NEIL LOCKWOOD](https://search.stillhousedata.com/person/735442) | DIRECTOR; DIRECTOR AND CHAIRMAN; DIRECTOR, CHAIRMAN (+3 more) | — |
| [WEBB III ALEXANDER](https://search.stillhousedata.com/person/735443) | DIRECTOR; DIRECTOR, CHIEF COMPLIANCE OFFICER; DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK (+1 more) | — |
| [QUIRK THOMAS VINCENT](https://search.stillhousedata.com/person/736505) | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| [JEPPSON GEORGE NATHANIEL](https://search.stillhousedata.com/person/748322) | DIRECTOR; DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER; DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [SALTONSTALL GEORGE WEST](https://search.stillhousedata.com/person/750199) | DIRECTOR; VICE CHAIRMAN OF THE BOARD OF DIRECTORS | — |
| [JERROLD MITCHELL](https://search.stillhousedata.com/person/776486) | DIRECTOR; DIRECTOR AND SENIOR VICE PRESIDENT | — |
| [MEGARGEL MATTHEW EDWARD](https://search.stillhousedata.com/person/779147) | DIRECTOR AND ASSISTANT CLERK; DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | — |
| [THOMPSON JEFFREY L](https://search.stillhousedata.com/person/847687) | DIRECTOR, VICE PRESIDENT; VICE PRESIDENT | — |
| [MCCARTHY BRIAN FARRELL](https://search.stillhousedata.com/person/847688) | DIRECTOR, VICE PRESIDENT, TREASURER; VICE PRESIDENT | — |
| [MCCARTHY BRIAN F](https://search.stillhousedata.com/person/849907) | VICE PRESIDENT | — |
| [MITCHELL JERROLD](https://search.stillhousedata.com/person/852419) | DIRECTOR AND SENIOR VICE PRESIDENT | — |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| S & CO. SPECIAL EQUITY FUND, LLC | Other Private Fund | Delaware | 131 | $326.3M | — |
| S & CO. INVESTMENT FUND IV, LLC | Other Private Fund | Delaware | 121 | $154.5M | — |
| S & CO. HEALTH SCIENCES FUND, LLC | Other Private Fund | Delaware | 113 | $142.8M | — |
| S & CO. INTERNATIONAL FUND, LLC | Other Private Fund | Delaware | 120 | $116.7M | — |
| S & CO. OPPORTUNITY FUND, LLC | Other Private Fund | Delaware | 87 | $67.5M | — |
| S & CO ENVIRONMENTAL SUSTAINABILITY FUND | Other Private Fund | Delaware | 53 | $13.4M | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110026/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110026/similar
- Related entities: https://search.stillhousedata.com/firm/110026/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110026

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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.