BOSTON PORTFOLIO ADVISERS, LLC
BOSTON PORTFOLIO ADVISERS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 172374). Regulatory assets under management: $121.5M.
Registration
- CRD: 172374
- SEC file number: 801-135801
- Type: Registered investment adviser
- Location: 6 BEACON STREET, SUITE 725, BOSTON, MA, 02108-3810
- Phone: 617-227-7807
- Latest filing: 2026-07-13
- Regulatory AUM: $121.5M
- Discretionary AUM: $121.5M
- Clients: 3
- Accounts: 383
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Bradford Garet Williams | PRESIDENT, CHIEF EXECUTIVE OFFICER , CHIEF INVESTMENT OFFICER, CCO | — |
| Jay Aaron Lebed | MANAGING MEMBER | — |
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