Family Offices in Boston

24 family offices are on this list, 13 are single family offices, 5 are wealth managers, 5 are multi-family offices and 1 is of another kind, in 5 places. The largest group is in Boston, with 20.

Few of them report assets in a public filing: Battery Global Advisors $8.4 billion, raptor $359 million. Most family offices manage their own capital and need not register with a regulator, so the list leads with what each states about itself.

Updated October 2026. Rechecked quarterly; next check January 2027. Filings searched October 30, 2026.

Who the 24 are

Single family offices13
Wealth managers5
Multi-family offices5
Holding company1

Kind of each, from its own website, checked October 2026.

Family offices listedList of October 2026: 24
Single family officesKind from each office's own site: 13
Wealth managersKind from each office's own site: 5
Multi-family officesKind from each office's own site: 5
PlacesMost in Boston (20): 5

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All 24 family offices

A to Z, with each office's regulatory assets, private funds, listed stocks and fund offerings, each with a pin to its filing; offices with no figure show the interests they state on their own sites.

Find in this list

Showing all 24 offices

Family Offices in Boston 24 offices, A to Z
Office	Assets	Private funds	Listed stocks
The 1911 Trust Company Wealth manager, Beverly, Massachusetts. Detail and sources for The 1911 Trust Company No Form ADV found by website, name or identifier. For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management, and multi-generational family office services to ensure family legacies are managed prudently. Founded by the Ayer Family, the company has successfully served four generations while developing expertise in the unique needs of wealthy families. Interests, from its website: Wealth management and trust services for multi-generational families. Files: no federal filing found.	No figure on fileWealth management and trust services for multi-generational families
Aragain Capital Management Single family office, Cambridge, Massachusetts. Detail and sources for Aragain Capital Management No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Aragain Capital Management is a dedicated single-family office in Cambridge, Massachusetts, established around 2006 for a single multinational entrepreneur, investor, and philanthropist. The firm invests across all major asset classes, public equities, fixed income, private equity, venture capital, and hedge funds, constructing diversified portfolios to meet specific risk and return objectives. Led by its managing director. Doesn't solicit other client relationships. Interests: Diversified multi-asset investment management for a single multinational family. Sectors: Private Equity, Venture Capital, Hedge Funds, Public Markets. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileDiversified multi-asset investment management
Aureus Asset Management Wealth manager, Boston. Detail and sources for Aureus Asset Management No Form ADV found by website, name or identifier. Possible match by name only, not counted: Aureus Asset Management, LLC (CRD 136674), registered adviser, filed March 2026, Boston, MA. Files: no federal filing found.	No figure on fileNo interests stated on its own site
Battery Global Advisors Wealth manager, Boston, Massachusetts. Investment management and family office services for venture capital. Detail and sources for Battery Global Advisors Form ADV of Battery Global Advisors, LLC (CRD 158508), SEC registered adviser, filed June 2026, main office Boston, MA: regulatory assets $8.4BN; 77 private funds, $3.3BN gross; 38 employees. Tied to this row by the CRD the list cites from the filing. Listed stocks, Form 13F-HR of Battery Global Advisors, LLC, quarter ended June 30, 2026, filed August 2026: 157 holdings, $200MM. Battery Global Advisors manages about $4.3B for 111 clients. Rooted in the Battery Ventures Family Office established in 2001 to manage assets of senior partners, the firm was formalized in 2005 to build an institutional investment framework. It provides personalized financial planning, investment management, and family office services primarily to venture capital and private equity executives. Led by its CEO from One Marina Park Drive, Boston. Interests: Investment management and family office services for venture capital and PE executives. Sectors: Venture Capital, Private Equity, Financial Services. Files: SEC Form ADV, SEC Form 13F.	$8.4BNJun 2026	77	$200MMQ2 2026
Beamonte Investments Single family office, New York. Detail and sources for Beamonte Investments No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Beamonte Investments has executed over US$8 billion in transactions since its founding in 2000, acting as both principal and agent across a wide range of industries and geographies. Core focus is private equity and structured lending across media, fintech, pharma, advertising, creative economy, and adtech. Interests: Private equity and venture capital investments in growth companies with emphasis on predictable revenue streams, capital efficiency, and strong competitive advantages. Sectors: Media, Fintech, Pharma, Advertising, Creative Economy, Adtech. Files: no federal filing found.	No figure on filePrivate equity and venture capital investments in growth companies
Blue Haven Initiative Single family office, Boston. Detail and sources for Blue Haven Initiative No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Blue Haven Initiative is a family office dedicated to putting wealth to work for competitive returns and meaningful impact. The firm manages a diversified impact investment portfolio spanning public equities, fixed-income holdings, private equity, and direct investments. With a multigenerational time horizon, Blue Haven uses the full complement of capital tools available to a flexible family office. Interests: Impact investing across multiple asset classes for competitive returns and meaningful social and environmental impact. Files: no federal filing found.	No figure on fileImpact investing across multiple asset classes for competitive returns
Boston Family Office Multi-family office, Boston, Massachusetts. Detail and sources for Boston Family Office No Form ADV found by website, name or identifier. Possible match by name only, not counted: Boston Family Office LLC (CRD 107141), registered adviser, filed March 2026, Boston, MA. A Boston-based family office that started as a single-family office serving three generations before expanding into a broader wealth management practice. The firm provides investment services and wealth management from its offices at 20 Custom House Street, Suite 700, Boston. Kind as first listed: its own website did not confirm it when read October 30, 2026. Interests, from its website: Personalized wealth management for families. Files: no federal filing found.	No figure on filePersonalized wealth management for families
Cabot-Wellington Single family office, Boston, Massachusetts. Detail and sources for Cabot-Wellington No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Founded in 1996 to manage the Cabot family's wealth and diversified investment portfolio. The fortune originated from Cabot Corporation, the Boston-based specialty chemicals company. The firm oversees financial, philanthropic, and governance interests of Cabot descendants, using a multi-asset approach with diversified global portfolios emphasizing index ETFs and mutual funds. About 12 professionals provide investment and wealth management services. Interests: Multi-generational wealth management, philanthropy, and governance for the Cabot family. Sectors: Diversified. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileMulti-generational wealth management, philanthropy
Copley Equity Partners Single family office, Boston. Detail and sources for Copley Equity Partners No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Copley Equity Partners invests in privately held, lower-middle market companies from an evergreen, single family office capital base established in 2012. The founding team is responsible for all funding and investment decisions. This structure allows flexibility in transaction structure, ownership, sector, and exit time horizon. Interests: Lower-middle market private companies in North America; growth capital, owner liquidity, acquisition financing, and debt retirement. Sectors: Logistics, Industrial Services, Environmental Services, Food Service, Insurance, Professional Services. Files: no federal filing found.	No figure on fileLower-middle market private companies in North America
Delaware Ladera Management Company Single family office, Boston. Detail and sources for Delaware Ladera Management Company No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Delaware Ladera Management Company manages the investments of three members of the Myers family. Files: no federal filing found.	No figure on fileDelaware Ladera Management Company manages the investments of three members of the Myers family.
DesVoeux Guilford Multi-family office, Boston. Detail and sources for DesVoeux Guilford No Form ADV found by website, name or identifier. DesVoeux Guilford is a single family office and advisory firm dedicated to supporting compelling companies in both public and private markets. The firm provides advisory, research, and consultant services for other family offices, specializing in structure, special situations, and cross-border issues. The firm maintains a strong commitment to impact initiatives benefiting economic development, society, and the environment. Interests: Compelling companies in public and private markets with impact initiatives. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileCompelling companies in public and private markets with impact
Egan Legacy Partners Single family office, Hopkinton, MA. Detail and sources for Egan Legacy Partners No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Egan Legacy Partners is a family investment company that acquires and operates established businesses for the long term. The firm emphasizes sustaining business legacies through minimal debt and reinvestment rather than financial engineering. As part of a well-capitalized family office, it can evaluate and close deals quickly. Sectors: Diversified. Interests, from its website: Acquiring and operating established businesses with strong fundamentals. Files: no federal filing found.	No figure on fileAcquiring and operating established businesses with strong fundamentals
Growing Well Partners Single family office, Boston. Detail and sources for Growing Well Partners No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Growing Well Partners invests in companies at various stages across B2B Software, Real Estate, Hospitality, Banking and Finance, HealthTech, and FinTech. The family office makes direct investments in private and public companies globally, taking a hands-on approach to drive impact within and beyond its portcos. Interests: Companies at various stages of development in B2B Software, Real Estate, Hospitality, Banking and Finance, HealthTech, and FinTech. Sectors: B2B Software, Real Estate, Hospitality, Banking, Finance, HealthTech, FinTech. Files: no federal filing found.	No figure on fileCompanies at various stages of development in B2B Software
Kensington Investment Company, Inc. Single family office, Boston. Detail and sources for Kensington Investment Company, Inc. No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Founded in 1983, Kensington Investment Company (KIC) is the Lewis Family's family office, based in Boston with offices in Utah. Primary areas of investment include real estate in New England and Utah, direct investments in private companies, and alternative investment vehicles such as private equity and venture capital funds. Interests: Real estate in New England and Utah, direct investments in private companies, private equity and venture capital funds. Sectors: Real Estate, Private Companies, Private Equity, Venture Capital. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileReal estate in New England and Utah
McCullen Capital Single family office, Boston, Massachusetts. Detail and sources for McCullen Capital No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. McCullen Capital (MCAP) invests and manages the assets of the McCullen family exclusively. Investments include portfolios of public securities, private equities, fund investments, and real estate. The firm doesn't provide financial services or advice to others. Interests: Asset management and investment of McCullen family wealth including public securities, private equities, fund investments, and real estate. Files: no federal filing found.	No figure on fileAsset management and investment of McCullen family wealth including
Osbon Capital Management Wealth manager, Boston, Massachusetts. Detail and sources for Osbon Capital Management No Form ADV found by website, name or identifier. Possible match by name only, not counted: Osbon Capital Management, LLC (CRD 134731), registered adviser, filed March 2026, Boston, MA. Osbon Capital was founded in 2005 by an executive with twenty years at Morgan Stanley's Wealth Management division and Managing Director roles at Atlantic Trust and Credit Suisse. The firm provides custom investment strategies extending beyond public markets into private equity, private credit, real estate, direct investments, and venture capital. Fully independent, no-commission basis with no parent company influencing investment decisions. Interests: Independent investment management and family office services for wealthy families and entrepreneurs. Sectors: Private Equity, Private Credit, Real Estate, Venture Capital. Files: no federal filing found.	No figure on fileIndependent investment management
Paul McCoy Family Office Services Multi-family office, Boston. Detail and sources for Paul McCoy Family Office Services No Form ADV found by website, name or identifier. Located in the heart of Back Bay, Paul \| McCoy is an exclusive multi-family office. Our partners have over 50 years of experience serving the needs of high net worth individuals and families. Files: no federal filing found.	No figure on fileLocated in the heart of Back Bay, Paul \| McCoy is an exclusive multi-family office. Our partners have over 50 years of experience serving the needs...
Pilot House Single family office, Boston, MA. Detail and sources for Pilot House No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Pilot House is a Boston-based single family office providing investment, philanthropic, administrative, and property management services. Interests: Investment, philanthropic, administrative and property management services. Files: no federal filing found.	No figure on fileInvestment, philanthropic, administrative
raptor Single family office, Boston. Detail and sources for raptor Form ADV of Raptor Capital Management LP (CRD 161118), exempt reporting adviser, filed April 2026, main office Boston, MA: 28 private funds, $359MM gross. Tied to this row by its own website, which the adviser lists in Item 1.I of its Form ADV. Listed stocks, Form 13F-HR of Raptor Capital Management LP, quarter ended September 30, 2015, filed November 2015. Files: SEC Form ADV, SEC Form 13F (last for 2015).	$359MMfund assets	28
Rostam Capital Single family office, Boston, Massachusetts. Detail and sources for Rostam Capital No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Formed in 2006, Rostam Capital is a Boston-based single-family office specializing in emerging technology market finance. The firm manages and allocates capital across private equity, venture capital, and real estate from offices at 101 Huntington Avenue, Floor 25 in Boston's Back Bay. Rostam maintains a focused investment mandate without soliciting external client relationships. Interests: Emerging technology market finance, private equity, venture capital, and real estate. Sectors: Technology, Private Equity, Venture Capital, Real Estate. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileEmerging technology market finance, private equity, venture capital
SB Investment Partners Wealth manager, Boston. Detail and sources for SB Investment Partners No Form ADV found by website, name or identifier. Possible match by name only, not counted: SB Investment Partners, LLC (CRD 340871), registered adviser, filed October 2026. Our highly individualized approach to investment management gives our clients unmatched flexibility. Some clients seek current high income, some prefer to maximize capital appreciation, many seek a balanced approach, and still others are driven to invest by their values and ethical considerations. SB Investment Partners structures individual portfolios and financial planning to address priorities, risk tolerance, and tax situation. Interests: Individualized investment management, portfolio construction, financial planning, and heritage design for families. Sectors: Asset Management, Wealth Management, Estate Planning, Financial Planning. Files: no federal filing found.	No figure on fileIndividualized investment management, portfolio construction
SRS Capital Partners Multi-family office, Boston. Detail and sources for SRS Capital Partners No Form ADV found by website, name or identifier. SRS Capital Partners has managed nearly $60 billion in structured financing across domestic and international capital markets. The firm provides comprehensive services including private equity, venture capital, family office advisory and management, and strategic corporate advisory. SRS Capital Partners helps clients access and manage capital worldwide through its multi-disciplined expertise. Interests: Structured financing, corporate restructuring, private equity, venture capital, real estate, and family office advisory and management. Sectors: Corporate Finance, Real Estate, Private Equity, Venture Capital. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileStructured financing, corporate restructuring, private equity
Twin Focus Capital Partners Multi-family office, Boston, Massachusetts. Detail and sources for Twin Focus Capital Partners No Form ADV found by website, name or identifier. Possible match by name only, not counted: Twin Focus Capital Partners, LLC (CRD 140522), registered adviser, filed April 2026, Boston, MA. Twin brothers of the Karger family founded TwinFocus in 2006 as a multi-family office and private investment firm. The firm represents 45+ family office clients globally, each with balance sheets of at least $100M, and reported $7.9B in assets under advisory as of 2023. TwinFocus manages stocks, bonds, mutual funds, private equity, and real estate. Headquartered at 75 Park Plaza, Boston, with a London office in Mayfair opened in 2018. Interests: Multi-asset family office management, real estate advisory, M&A, and investment planning. Sectors: Private Equity, Real Estate, Public Markets. States $7.9BN on its own website (as read April 2026); not filed with the SEC, so not ranked. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileMulti-asset family office management, real estate advisory, M&A
The Zaf Group Holding company, Boston, MA. Detail and sources for The Zaf Group No Form ADV found by website, name or identifier. The Zaf Group was founded in 2016 as the family office of the Zafirovski Family. The firm acquires and operates well-run family businesses for the long term, emphasizing operational excellence and values-driven growth across a diversified portfolio generating about $400 million in annual revenue. Interests: Long-term acquisition and operation of family businesses plus venture capital and alternative investments. Sectors: Light Industrial, Consumer Products, Business Services. Files: no federal filing found.	No figure on fileLong-term acquisition and operation of family businesses plus venture

Assets are the regulatory assets in the adviser's latest Form ADV (solid bar; grey when the office is not in the totals; hatched when an exempt adviser reports only its funds). Listed stocks are the US listed securities a firm reports each quarter; fund offerings count the private offering notices of funds named for the office in two years. Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

Most family offices here publish no figure, so the list leads with their own words

Four findings from the list itself.

24
family offices are on this list: 13 are single family offices, 5 are wealth managers, 5 are multi-family offices and 1 is of another kind.
Kind of each, from its own website
20
are in Boston, the most of any place on the list; Beverly 1, Cambridge 1, Hopkinton 1.
Place of each, as listed
20
of the 24 state their interests on their own sites; each row gives them in the office's own words.
Each office's own website
2
of the 24 report assets in a public filing; an office that manages one family's money need not register as an adviser.
Adviser filings read October 2026; 17 CFR 275.202(a)(11)(G)-1

Questions

How many family offices are there in Boston?

No regulator publishes a count. This list holds 24: 13 are single family offices, 5 are wealth managers, 5 are multi-family offices and 1 is of another kind; most are in Boston (20).

How do you start a relationship with family offices in Boston?

Each office on this page links to its own website, and each figure carries a pin that opens the public filing it comes from. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed: 24 family offices, 13 are single family offices, 5 are wealth managers, 5 are multi-family offices and 1 is of another kind, as researched for this list; no row leaves the list.
Ranking rule: No ranking: fewer than three offices on this list report regulatory assets in a public filing, so the list runs A to Z.
Our arithmetic: Counts of kinds and places are counts of the rows as listed.
Pins: Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its 13F report or of the latest private offering notice (Form D). The pin's label names the source and its date.
What we searched: On October 30, 2026 we searched every office by its website against the websites advisers list on Form ADV, by the CRD the list cites, by name for Form ADV, and by every CIK found for 13F reports, and searched private offering notices for funds named for it. Of the 24, 2 report on a current Form ADV, 2 file 13F reports (1 for a 2026 quarter with a value), 0 have funds named for them in private offering notices, and 5 more show a possible match by name only in their detail, not counted. An office that serves one family need not register (17 CFR 275.202(a)(11)(G)-1).
Words: Kinds and interests are each office's own, from its website. No person names are shown.

Sources and dates
Figure	Source	Period, read
Assets, private funds, client types, main office, employees	SEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 2 advisers	Filings to 2026-10-01; read 2026-10-30
Listed stocks	SEC EDGAR Form 13F, 2 filers	Latest quarter; read 2026-10-30
Private offering notices of funds named for a firm	SEC EDGAR full text search, Form D and D/A	2024-10-30 to 2026-10-30
Kind, interests and website	Each office's own website, as researched for this list	Checked 2026-10-30
Logos	Each office's own website; a monogram where none checks	Read 2026-10-30

Cite as: Praxis Rock Advisors, "Family Offices in Boston," updated October 31, 2026, praxisrock.com/resources/investors/family-offices-boston

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