Boston Overseas Advisers, L.L.C. (Boston)

Name: Boston Overseas Advisers, L.L.C.
Address: 125 Summer Street Suite 1470, Boston, MA, 02110
Telephone: 617-951-0099

Boston Overseas Advisers, L.L.C. is a large advisory firm based in Boston. It manages $128.14 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Massachusetts.

Boston Overseas Advisers, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boston Overseas Advisers, L.L.C: assets under management

The assets under management (AUM) of Boston Overseas Advisers, L.L.C. is $128.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $128.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.14 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Boston Overseas Advisers, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Boston Overseas Advisers, L.L.C. performs its advisory services is located at 125 Summer Street Suite 1470, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-951-0099 or by fax 617-951-2637. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bostonoverseas.com.

Boston Overseas Advisers, L.L.C. (Boston)

Boston Overseas Advisers, L.L.C: assets under management

Fees & Commissions

Based in Boston

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