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Boston Family Office LLC
Benjamin T. Richardson · Family Office · Growth
Boston Family Office LLC is an independent multi-family office and registered investment advisor based in Boston, Massachusetts. Founded in 1996, the firm was established by professionals seeking to manage the financial affairs of their own families alongside other individuals and trusts. The institution specializes in providing personalized wealth management and investment advisory services to high-net-worth individuals, family groups, and charitable organizations. Its primary focus is on constructing and managing tailored portfolios of growth-oriented equities combined with fixed-income instruments to ensure balance and stability. With over $1.8 billion in assets under management, the firm emphasizes direct relationships and customized strategies for its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.6% |
| YTD return | +10.3% |
| Sharpe ratio | 2.62 |
| Win rate | 56% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bosfam.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 11.8% | +23.1% |
| GOOGL | Alphabet Inc Class A | 9.9% | +32.7% |
| MSFT | Microsoft Corporation | 9.5% | -0.0% |
| AMZN | Amazon.com Inc | 8.1% | +16.7% |
| V | Visa Inc. Class A | 6.5% | +8.3% |
| PANW | Palo Alto Networks Inc | 6.4% | +70.9% |
| NVDA | NVIDIA Corporation | 5.4% | +17.9% |
| UNP | Union Pacific Corporation | 4.7% | +20.9% |
| BRK-A | Berkshire Hathaway Inc | 4.2% | +2.3% |
| IQV | IQVIA Holdings Inc | 3.6% | +31.8% |
| ROK | Rockwell Automation Inc | 3.4% | +20.8% |
| ECL | Ecolab Inc | 3.3% | +3.2% |
| SPGI | S&P Global Inc | 3.3% | -6.0% |
| TMO | Thermo Fisher Scientific Inc | 3.2% | +36.5% |
| SYK | Stryker Corporation | 3.1% | -15.1% |
| LLY | Eli Lilly and Company | 2.8% | +13.7% |
| NEE | Nextera Energy Inc | 2.7% | +5.1% |
| APD | Air Products and Chemicals Inc | 2.7% | +12.7% |
| NOW | ServiceNow Inc | 2.7% | -2.0% |
| AMT | American Tower Corp | 2.7% | -6.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | V | 6.3% → 6.5% |
| Aug 31, 2026 | SELL | BRK-A | 4.3% → 4.2% |
| Aug 31, 2026 | SELL | PANW | 6.8% → 6.4% |
| Aug 31, 2026 | BUY | GOOGL | 10.0% → 9.9% |
| Aug 31, 2026 | BUY | AMZN | 8.1% → 8.1% |
Investment Style Analysis
Boston Family Office LLC is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Boston Family Office LLC made a significant move by reducing the position in V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is rooted in fundamental analysis, focusing on identifying reasonably priced growth companies that benefit from favorable macroeconomic trends. They look for quality businesses with strong product franchises and capable management teams, aiming for long-term equity ownership rather than short-term trading. Fixed-income strategies are typically implemented through a 'laddered' bond approach, prioritized by creditworthiness and tax efficiency. Each client portfolio is individually managed and diversified to mitigate risk while aligning with specific tax considerations, income requirements, and long-term financial goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Boston Family Office LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Boston Family Office LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Boston Family Office LLC's largest holding?
As of the latest filing, Boston Family Office LLC's top position is Apple Inc (AAPL), representing 11.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Boston Family Office LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.6% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 2.62, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Boston Family Office LLC primarily invest in?
Boston Family Office LLC has a strong preference for the Software - Infrastructure sector, which makes up 15.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Boston Family Office LLC's portfolio concentrated or diversified?
Boston Family Office LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Boston Family Office LLC performed in 2026?
Our AI-simulated model portfolio for Boston Family Office LLC tracks a Year-to-Date (YTD) return of +10.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Benjamin T. Richardson manage Boston Family Office LLC directly?
Yes, Benjamin T. Richardson serves as the key portfolio manager for Boston Family Office LLC, overseeing the investment strategy and final capital allocation decisions.