Boston Financial Management, LLC (BFM )
Boston Financial Management, LLC (BFM ) is a multi-family office headquartered in Boston. The firm provides wealth management and investment advisory services to high-net-worth individuals, families, and business owners.
Boston Financial Management, LLC (BFM )
Boston Financial Management, LLC (BFM ) is a multi-family office headquartered in Boston. The firm provides wealth management and investment advisory services to high-net-worth individuals, families, and business owners. With a team of experienced professionals, BFM addresses complex financial needs across generations—offers tailored strategies that integrate portfolio management, estate planning, and family governance to support long-term capital preservation and growth.
General information
Firm type
Bank / Wealth / Trust
Year founded
1976
AUM
—
Location
Region
North America
Country
—
City
Boston
Corporate office
—
Frequently asked questions
What is Boston Financial Management, LLC (BFM )?
Boston Financial Management, LLC (BFM ) is a bank / wealth / trust headquartered in Boston.
When was Boston Financial Management, LLC (BFM ) founded?
Boston Financial Management, LLC (BFM ) was founded in 1976.
Where is Boston Financial Management, LLC (BFM ) headquartered?
Boston Financial Management, LLC (BFM ) is headquartered in Boston, in the North America region.
What does Altss track for Boston Financial Management, LLC (BFM )?
Altss maintains an OSINT-verified profile of Boston Financial Management, LLC (BFM ) covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Boston Financial Management, LLC (BFM )'s website?
Boston Financial Management, LLC (BFM )'s public website is bostonfinancialmanagement.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Boston Financial Management, LLC (BFM )?
Boston Financial Management, LLC (BFM ) is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Boston Financial Management, LLC (BFM )?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Boston Financial Management, LLC (BFM )?
Boston Financial Management, LLC (BFM )'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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