S & CO., INC. of BOSTON, MA is an SEC-registered investment adviser (CRD 110026). Regulatory assets under management: $2.5B.
Compensation: % of AUM.
Clients served: High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Neil Lockwood Thompson | DIRECTOR AND CHAIRMAN | — |
| George West Saltonstall | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | — |
| Matthew Edward Megargel | DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | — |
| George Nathaniel Jeppson | DIRECTOR, PRESIDENT | — |
| Jeffrey L Thompson | DIRECTOR, SENIOR VICE PRESIDENT | — |
| Thomas Vincent Quirk | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| Brian Farrell Mccarthy | DIRECTOR, SENIOR VICE PRESIDENT, TREASURER | — |
| John Barry Stiles | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| SALTONSTALL WILLIAM LAWRENCE | DIRECTOR; PRESIDENT, DIRECTOR | — |
| LEWIS GEORGE | DIRECTOR | — |
| WILLIS DUDLEY HALL | TREASURER, CLERK, DIRECTOR | — |
| THOMPSON NEIL LOCKWOOD | DIRECTOR; DIRECTOR AND CHAIRMAN; DIRECTOR, CHAIRMAN (+3 more) | — |
| WEBB III ALEXANDER | DIRECTOR; DIRECTOR, CHIEF COMPLIANCE OFFICER; DIRECTOR, CHIEF COMPLIANCE OFFICER, TREASURER AND CLERK (+1 more) | — |
| QUIRK THOMAS VINCENT | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| JEPPSON GEORGE NATHANIEL | DIRECTOR; DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER; DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SALTONSTALL GEORGE WEST | DIRECTOR; VICE CHAIRMAN OF THE BOARD OF DIRECTORS | — |
| JERROLD MITCHELL | DIRECTOR; DIRECTOR AND SENIOR VICE PRESIDENT | — |
| MEGARGEL MATTHEW EDWARD | DIRECTOR AND ASSISTANT CLERK; DIRECTOR, SENIOR VICE PRESIDENT AND CLERK | — |
| THOMPSON JEFFREY L | DIRECTOR, VICE PRESIDENT; VICE PRESIDENT | — |
| MCCARTHY BRIAN FARRELL | DIRECTOR, VICE PRESIDENT, TREASURER; VICE PRESIDENT | — |
| MCCARTHY BRIAN F | VICE PRESIDENT | — |
| MITCHELL JERROLD | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 | — |