Boston Family Advisors key facts
- Boston Family Advisors is a family office based in Boston, Massachusetts.
- Boston Family Advisors has 1 fund on record, raising $9.2M across the 1 that report a size.
- The team roster lists 4 people.
About Boston Family Advisors
Founded in 2018, Boston Family Advisors is a family office based in Boston, Massachusetts. The firm seeks to provide services like trust & estate and tax planning, investment management, financial planning, and generational wealth transfer.
Boston Family Advisors funds
1 fund is on record for Boston Family Advisors, totalling $9.2 million across the 1 that report a size. The most recent is BFA Private Opportunities Fund I, LP (2021 vintage), $9.2 million.
Boston Family Advisors team
4 people are on record at Boston Family Advisors: 3 partners and 1 other. Senior names include Laura Tuttle (Co-Chief Investment Officer), Rebecca Duseau (Chairman of the Investment Advisory Board) and Warren Gibbon (Co-Chief Investment Officer). 3 of them have a verified direct contact on file.
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Boston Family Advisors at the SEC
Form ADV · 2026-03 · CRD 299060- Regulatory AUM
- —
- Private fund assets
- $8.0M
- Private funds
- 1 · 1 private equity
- Staff
- 10
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BOSTON FAMILY ADVISORS LLC).
- ·Watchlist + alerts for Boston Family Advisors's activity
Boston Family Advisors portfolio
No portfolio companies for Boston Family Advisors are on record yet. Positions surface from round participations, filings, and coverage.
Funds
1 recorded- BFA Private Opportunities Fund I, LP2021$9.2M
$9.2M raised across the 1 fund that report a size
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Boston Family Advisors
- What is Boston Family Advisors's AUM?
- Boston Family Advisors manages approximately $169 in assets.