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Moors & Cabot, Inc
MOORS & CABOT, INC is an SEC-registered investment adviser in Boston, MA, registered since 1995. The firm manages $3.4 billion in assets, with $3.2 billion...
Overview
MOORS & CABOT, INC is an SEC-registered investment adviser in Boston, MA, registered since 1995. The firm manages $3.4 billion in assets, with $3.2 billion on a discretionary basis. It has 121 employees and 85 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Sector focus
Frequently asked questions
Who manages investment decisions at Moors & Cabot?
Moors & Cabot is a partnership. Its investment committee oversees portfolio construction and manager selection. Specific named principals are not publicly disclosed per the firm's website or SEC filings.
What minimum assets does Moors & Cabot require?
The firm does not publicly disclose a minimum asset threshold. Its client base includes high-net-worth individuals and institutions, implying a significant entry point.
How does Moors & Cabot differentiate from larger wealth managers?
The firm differentiates through its long operating history (since 1890), partnership structure, and regional focus. It offers personalized service relative to large national RIA platforms.
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