# FOSTER DYKEMA CABOT & PARTNERS, LLC

FOSTER DYKEMA CABOT & PARTNERS, LLC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 300282
- Type: SEC-registered investment adviser
- SEC file number: 801-114693
- Location: 1075 MAIN STREET SUITE 200, WALTHAM, MA, 02451
- Phone: 617-423-3900
- Latest filing: 2026-03-27
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 21
- Accounts: 855

## Business model

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

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Daniel Mcgrew | CHIEF INVESTMENT OFFICER, PARTNER | — |
| Vikram Nmn Soorma | PORTFOLIO MANAGER, PARTNER | — |
| Elizabeth Ann Braudis | PRESIDENT, PARTNER | — |
| Brooke Lorraine Manfredi | PARTNER | — |
| Donnalee Nmn Guerin | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, PARTNER | — |
| Frederick Peter Fisher | PORTFOLIO MANAGER, PARTNER | — |
| KNOWLAND ANDREW RICHARDSON | CHIEF COMPLIANCE OFFICER | — |
| MANFREDI BROOKE LORRAINE | PARTNER; VICE PRESIDENT | — |
| MCGREW JEFFREY DANIEL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, PARTNER | — |
| BRAUDIS ELIZABETH ANN | PRESIDENT; PRESIDENT, PARTNER | — |
| GUERIN DONNALEE NMN | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, PARTNER; CHIEF OPERATING OFFICER, PARTNER | — |
| SOORMA VIKRAM NMN | PORTFOLIO MANAGER; PORTFOLIO MANAGER, PARTNER; VICE PRESIDENT | — |
| Fisher Frederick Peter | PORTFOLIO MANAGER, PARTNER; VICE PRESIDENT | — |
| GARDNER ELIZABETH COLLEEN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300282/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300282/similar
- Related entities: https://search.stillhousedata.com/firm/300282/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300282

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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.