Boylston Advisors, LP (Boston)

Boylston Advisors, LP is a large advisory firm based in Boston. It manages $7.34 billion of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Boylston Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boylston Advisors: assets under management

The assets under management (AUM) of Boylston Advisors, LP is $7.34 billion. The firm's AUM has grown by 52% since the beginning of its operation, and $3.46 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $4.35 billion in discretionary accounts and $2.99 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $22.63 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

What kind of clients Boylston Advisors serves?

The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Boylston Advisors is pooled investment vehicles with 41 clients and $5.63 billion of assets under management. Among the 12 most similar advisory firms, Boylston Advisors has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $7.34 billion for 167 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 25% of the firm’s clients are foreign persons or businesses.

Boylston Advisors also advises several private funds. Namely, eleven hedge funds, two real estate funds, nineteen private equity funds, and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $100,000.

Careers at Boylston Advisors, LP

The company employs 25 people that are either part- or full-time employees. 8 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael De Courcy Ward	Managing director	1 Jan 2005	Other	5458255
Cara Mccauley Lorion	Senior vice president, coinvest	1 Dec 2012	Other	6511907
Colin Jason Campbell	Managing director, partner investments	1 Jan 2014	Other	6479392
Kase William Jubboori	General counsel	1 Sep 2015	Other	6560364
Sean Michael Doherty	Managing director and chief compliance officer	1 Sep 2015	Other	5457249
Lp Bain Capital	Limited partner	1 Nov 2015	75% - 100%	04-3511291
Llc Boylston Advisors (Gp)	General partner	1 Nov 2015	Other	27-1231833
Scott Franklin Weisman	Global chief compliance officer and senior regulatory counsel	1 Jul 2016	Other	6683283
Scott Franklin Weisman	Managing director and global chief compliance officer	1 Jan 2018	Other	6683283

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joshua Nmn Bekenstein	Partner	1 Oct 1984	Other	5458226
Stephen Gerard Pagliuca	Partner	1 Sep 1989	Other	4344369
John Patrick Connaughton	Partner	1 Dec 1997	Other	4343603
Michael Alan Krupka	Partner	1 Dec 1997	Other	5125779
Jonathan Scott Lavine	Partner	1 Dec 1997	Other	1869945
Dwight Macvicar Poler	Partner	1 Oct 1999	Other	1748689
Steven William Barnes	Partner	1 Jan 2001	Other	5458225
William Edward Pappendick Iv	Member	1 Jan 2002	Other	5458838
Sean Michael Doherty	Partner	1 Jan 2005	Other	5457249
Jeffrey Brooks Hawkins	Member	1 Jan 2008	Other	5458588
Llc Bain Capital (Gp)	General partner	1 Nov 2015	Other	47-5051499
Lp Bain Capital Holdings	Limited partner	1 Nov 2015	75% - 100%	81-1074169
Christopher Gardner Green	Partner	1 Sep 2018	Other	7090186

Based in Boston

The principal office where Boylston Advisors, LP performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, 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 617-516-2318 or by fax 617-516-2289. The normal business hours are 7:30 am - 8:00 pm on Monday - Friday.