Single Family OfficeRIA · CRD 107422SEC-Registered

Updated:

J.M. FORBES & CO. LLP

J.M. Forbes & Co. LLP is the family office for the Forbes family, managing wealth from the Forbes media empire with little public disclosure.

J.M. FORBES & CO. LLP

J.M. FORBES & CO. LLP is an SEC-registered investment adviser in Boston, MA, since 1960. The firm manages $1.7 billion in assets. It has 21 employees and 5 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at J.M. Forbes & Co. LLP?

The firm does not publicly disclose its investment team or decision-making structure. As a single-family office for the Forbes family, investment decisions are likely made by family members or trusted advisors, but no named principals have been identified in public records.

What is the wealth origin behind J.M. Forbes & Co. LLP?

The wealth originates from Forbes Media, the publishing company founded by B.C. Forbes in 1917. The family sold a majority stake in Forbes Media to Integrated Whale Media Investments in 2014 (per The New York Times, 2014), generating liquidity that likely forms a core part of the family office's assets.

Is J.M. Forbes & Co. LLP related to the Forbes magazine brand?

Yes, the firm is directly tied to the Forbes family, which continues to have an association with Forbes Media. Steve Forbes, chairman and editor-in-chief of Forbes Media, is a prominent family member, though his role in the family office is not publicly documented.

Does J.M. Forbes & Co. LLP invest in private markets?

There is no public confirmation of specific private market investments. Given the family's long history and wealth, the office likely allocates across public equities, real estate, and private investments, but no deals or portfolio companies have been attributed to the firm in public sources.

How does J.M. Forbes & Co. LLP compare to other family offices in terms of transparency?

The firm is notably opaque, with no website, public filings, or media interviews. This is consistent with many old-money single-family offices that prefer privacy over public engagement, which is the opposite of newer family offices that use transparency for deal flow.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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