Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
STRATEGIC ADVISERS LLC 245 Summer Street, V10b,
Boston, MA 2210 |
104555 |
$737,260,972,902 |
1483231 |
A percentage of AUM, Fixed fees, Other (COST RECOVERY FOR SERVICES PROVIDED TO AFFILIATES) |
INCOME RESEARCH + MANAGEMENT 100 Federal Street,
30th Floor Boston, MA 02110-1884 |
104863 |
$95,994,970,999 |
841 |
A percentage of AUM |
EATON VANCE MANAGEMENT Two International Place,
Boston, MA 2110 |
104859 |
$86,483,917,631 |
6721 |
A percentage of AUM, Performance Based, Other (PERCENTAGE OF PORTFOLIO INCOME) |
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC 125 High Street,
Suite 832 Boston, MA 2110 |
104945 |
$18,128,008,950 |
175 |
A percentage of AUM, Fixed fees, Performance Based |
CHOATE INVESTMENT ADVISORS Two International Place,
Suite 3000 Boston, MA 2110 |
106109 |
$6,586,981,380 |
2536 |
A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF LICENSE AND MANAGEMENT FEES BASED ON ASSETS INVE) |
PEAR TREE ADVISORS, INC. 55 Old Bedford Road,
Suite 202 Lincoln, MA 01773-1124 |
104576 |
$5,820,047,680 |
1 |
A percentage of AUM |
HOWLAND CAPITAL MANAGEMENT LLC 75 Federal St, Ste 1100,
Boston, MA 02110-1911 |
104726 |
$2,901,056,797 |
1666 |
A percentage of AUM, Hourly charges, Fixed fees, Other (PRIVATE FUND ADMINISTRATION FEES) |
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. 155 Federal Street,
Suite 1602 Boston, MA 2210 |
105060 |
$853,543,964 |
526 |
A percentage of AUM |
WILKINS INVESTMENT COUNSEL, INC 160 Federal St., 22nd Floor,
Boston, MA 2110 |
104913 |
$656,200,454 |
100 |
A percentage of AUM, Fixed fees |
AMERICAN RESEARCH & MANAGEMENT CO 145 Front Street,
Marion, MA 2738 |
6080 |
$642,532,427 |
830 |
A percentage of AUM, Other (BOOKKEEPING) |
BTS ASSET MANAGEMENT, INC. 420 Bedford Street,
Suite 340 Lexington, MA 2420 |
105215 |
$613,272,735 |
2215 |
A percentage of AUM |
BEATON MANAGEMENT CO INC 150 Summer Street,
Haverhill, MA 01830-6032 |
104728 |
$329,976,419 |
134 |
A percentage of AUM |
DELPHI MANAGEMENT INC 9 Sears Rd,
Brookline, MA 2445 |
106042 |
$116,120,866 |
29 |
A percentage of AUM |
GARRETT NAGLE & CO., INC. 300 Unicorn Park Drive,
Woburn, MA 01801-3363 |
7071 |
$116,041,368 |
162 |
A percentage of AUM, Commision Based |
NATIONAL FINANCIAL SERVICES, LLC 245 Summer Street,
Mail Zone Z2h Boston, MA 2210 |
13041 |
$0 |
0 |
Other (NONE) |