# Boston Portfolio Advisers

Boston Portfolio Advisers is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **Website:** bostonportfolioadvisers.com

## Regulatory record

- **CRD number:** 172374
- **SEC file number:** 801-135801
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172374

## About

Boston Portfolio Advisers is an SEC-registered investment adviser in Boston, MA, registered since 2026. The firm manages approximately $122 million in assets. It has 3 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## Questions

### How does Boston Portfolio Advisers source its deal flow?

The firm relies on an intermediary network of investment banks, placement agents, and institutional funds to find private credit, real estate, and infrastructure opportunities. It does not claim a proprietary sourcing model or in-house origination team. This sourcing approach is common among smaller multi-family offices that lack the scale to staff dedicated deal teams.

### Does Boston Portfolio Advisers commit to funds or only direct deals?

The firm participates in both fund commitments and direct co-investments, operating a hybrid model. It commits capital to private credit and infrastructure funds from managers such as Ares and Brookfield, while also making direct investments in real estate properties and infrastructure assets on a deal-by-deal basis. This flexibility allows clients to choose their exposure to each approach.

### What investment stages does Boston Portfolio Advisers typically target?

The firm focuses on later-stage private assets: growth equity in infrastructure and real estate, direct lending to middle-market companies, and opportunistic real estate investments. It does not target venture-stage or early-stage technology investments. The firm's real estate activity centers on value-add and opportunistic property strategies in major US metropolitan areas.

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- [GR Financial Group](https://altss.com/profile/gr-financial-group-llc)
- [ELEVATE FINANCIAL](https://altss.com/profile/elevate-financial)

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Last updated: 2026-07-11T02:09:54.000Z

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