← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（02/21/2024）
BOSTON FAMILY OFFICE LLC · 所有者与执行高管（CRD 107141）
机构事实页：BOSTON FAMILY OFFICE LLC 事实页 → | 官方原文：IAPD firm-summary/107141
Schedule A · 直接所有者（16 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BEAL, GEORGE, PUTNAM | 个人 | MANAGING MEMBER | 是 | B |
| PUTNAM, GEORGE | 个人 | MANAGING MEMBER | 是 | C |
| ROWE, ELIZA, HAPGOOD | 个人 | MANAGING MEMBER, TREASURER | 是 | B |
| UNGER, MICHAEL, JAMES | 个人 | MANAGING MEMBER | 是 | B |
| RICHARDSON, BENJAMIN, TAYLOR | 个人 | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | 是 | NA |
| ALEXANDER, ELIZABETH GST TRUST | 境内实体 | MEMBER | — | NA |
| CHASE, SARAH A. GST TRUST | 境内实体 | MEMBER | — | NA |
| GOLEMB, CHRISTINE A. GST TRUST | 境内实体 | MEMBER | — | NA |
| WELD, ANDREW W. GST TRUST | 境内实体 | MEMBER | — | NA |
| WELD, CHRISTOPHER B. GST TRUST | 境内实体 | MEMBER | — | NA |
| WELD, DAVID A. GST TRUST | 境内实体 | MEMBER | — | NA |
| WELD, TIMOTHY S. GST TRUST | 境内实体 | MEMBER | — | NA |
| CANDLER, ELIZABETH, GREER | 个人 | MANAGING MEMBER | 是 | NA |
| JOHNSON, PEDER, CHRISTIAN | 个人 | MANAGING MEMBER | 是 | NA |
| BEALS, DARREN, LEON | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| DORSEY, MICHAEL, JOSEPH | 个人 | MANAGING MEMBER | 是 | NA |
Schedule B · 执行高管（14 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| CAMERON BRIGHT | TRUSTEE | 是 |
| CAMERON BRIGHT | TRUSTEE | 是 |
| CAMERON BRIGHT | TRUSTEE | 是 |
| CAMERON BRIGHT | TRUSTEE | 是 |
| CAMERON BRIGHT | TRUSTEE | 是 |
| CAMERON BRIGHT | TRUSTEE | 是 |
| CAMERON BRIGHT | TRUSTEE | 是 |
| ALEXANDER WELD | TRUSTEE | 是 |
| ALEXANDER WELD | TRUSTEE | 是 |
| ALEXANDER WELD | TRUSTEE | 是 |
| KATHLEEN WELD | TRUSTEE | 是 |
| KATHLEEN WELD | TRUSTEE | 是 |
| KATHLEEN WELD | TRUSTEE | 是 |
| KATHLEEN WELD | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
