BOSTON FAMILY ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 299060). Regulatory assets under management: $329.7M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Nicholas Andreas Ransome Hofer | PRESIDENT AND MEMBER | — |
| Joshua Adam Leffler | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER; CHIEF OPERATING OFFICER, AND MEMBER | — |
| Warren John Gibbon | CIO AND MEMBER | — |
| George Gampfer Schwartz | ADVISOR AND MEMBER | — |
| Martha Kent Paquet | CHIEF COMPLIANCE OFFICER | — |
| Thomas Michael Callahan | DIRECTOR OF FAMILY WEALTH PLANNING | — |
| Laura Mccreary Tuttle | HEAD OF FAMILY OFFICES AND MEMBER | — |
| Martha K Hamel | CHIEF COMPLIANCE OFFICER | — |
| SCHWARTZ WALTER GEORGE | ADVISOR AND MEMBER | — |
| SCHWARTZ GEORGE GAMPFER | ADVISOR AND MEMBER | — |
| HOFER NICHOLAS ANDREAS RANSOME | PRESIDENT AND MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MEMBER | — |
| LEFFLER JOSHUA ADAM | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND MEMBER; COO AND MEMBER | — |
| GIBBON WARREN JOHN | CIO AND MEMBER | — |
| TUTTLE LAURA MCCREARY | HEAD OF FAMILY OFFICES AND MEMBER | — |
| HOFER NICHOLAS A R | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MEMBER | — |
| LEFFLER JOSHUA | COO AND MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| BFA PRIVATE OPPORTUNITIES FUND I, LP | Private Equity Fund | Delaware | 34 | $8.0M | $100K |