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Boston Family Office LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:85a5f9b0-6a80-424a-a4e6-4afd94212fad

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 40
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

BOSTON FAMILY OFFICE LLC

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Michael James Unger	Managing Member	leadership	principal	n/a	yes	fact
Benjamin Taylor Richardson	Managing Member, Chief Investment Officer	cio	principal	n/a	yes	fact
Eliza Hapgood Rowe	Managing Member, Treasurer	leadership	principal	n/a	yes	fact
George Putnam	Managing Member	leadership	principal	n/a	yes	fact
Peder Christian Johnson	Managing Member	leadership	principal	n/a	yes	fact
George Putnam Beal	Managing Member	leadership	principal	n/a	yes	fact
Michael Joseph Dorsey	Managing Member	leadership	principal	n/a	yes	fact
George Beal	Managing Partner	leadership	senior	n/a	yes	fact
Christopher Moffett, CFA	Chris is the Director of Research, having joined the firm in 2024. More…	leadership	senior	n/a	yes	fact
Michael J. Unger, CFA	Michael is a Partner of and Portfolio Manager for The Boston Family Office. He joined the firm in 2000. More…	Direct investments	unknown	n/a	yes	fact
Rom Wilson	Rom is a Portfolio Manager at The Boston Family Office, having joined the firm in 2025. More…	Direct investments	unknown	n/a	yes	fact
George P. Beal	George helped found The Boston Family Office and now is its Managing Partner as well as a Portfolio Manager. More…	leadership	senior	n/a	yes	fact
Michael J. Dorsey, Jr., CFA	Mike joined The Boston Family Office in 2020 as a Portfolio Manager. More…	Direct investments	unknown	n/a	yes	fact
Darren Beals	Darren joined The Boston Family Office in 2021 and serves as the Chief Compliance Officer. More…	operations	unknown	n/a	yes	fact
Benjamin T. Richardson, CFA	Happy joined The Boston Family Office as a Partner and Portfolio Manager in 2000 and now serves as its Treasurer. More…	Direct investments	unknown	n/a	yes	fact
Peder C. Johnson, CFA	Peder is a Partner and Portfolio Manager for The Boston Family Office. More…	Direct investments	unknown	n/a	yes	fact
Darren Leon Beals	Chief Compliance Officer	operations	senior	n/a	yes	fact

Relationships

Related to (4)

← SCRAGGY NECK I LLC MASS LLCVehicleMails to provider
inferenceDFX's own graph
← ANITA FIRESTONE FAMILY TRUSTVehicleMails to provider
inferenceDFX's own graph
← Stella P Holt FoundationFoundationIn care of
inferenceForm 990-PF
← Diana Osgood Tottenham FoundationFoundationIn care of
inferenceForm 990-PF

Employs (17)

→ Rom WilsonPersonRom is a Portfolio Manager at The Boston Family Office, having joined the firm in 2025. More…
factThe subject's own site
→ Michael J. Unger, CFAPersonMichael is a Partner of and Portfolio Manager for The Boston Family Office. He joined the firm in 2000. More…
factThe subject's own site
→ Benjamin T. Richardson, CFAPersonHappy joined The Boston Family Office as a Partner and Portfolio Manager in 2000 and now serves as its Treasurer. More…
factThe subject's own site
→ Christopher Moffett, CFAPersonChris is the Director of Research, having joined the firm in 2024. More…
factThe subject's own site
→ Peder C. Johnson, CFAPersonPeder is a Partner and Portfolio Manager for The Boston Family Office. More…
factThe subject's own site
→ Michael J. Dorsey, Jr., CFAPersonMike joined The Boston Family Office in 2020 as a Portfolio Manager. More…
factThe subject's own site
→ Darren BealsPersonDarren joined The Boston Family Office in 2021 and serves as the Chief Compliance Officer. More…
factThe subject's own site
→ George P. BealPersonGeorge helped found The Boston Family Office and now is its Managing Partner as well as a Portfolio Manager. More…
factThe subject's own site
→ George BealPersonManaging Partner
factForm 13F
→ Michael Joseph DorseyPersonManaging Member
Jan 1, 2023 to presentfactForm ADV
→ Darren Leon BealsPersonChief Compliance Officer
Jul 1, 2021 to presentfactForm ADV
→ Peder Christian JohnsonPersonManaging Member
Feb 1, 2016 to presentfactForm ADV
→ Benjamin Taylor RichardsonPersonManaging Member, Chief Investment Officer
Jul 1, 2008 to presentfactForm ADV
→ Michael James UngerPersonManaging Member
Jan 1, 2003 to presentfactForm ADV
→ Eliza Hapgood RowePersonManaging Member, Treasurer
Jun 1, 2000 to presentfactForm ADV
→ George PutnamPersonManaging Member
Aug 1, 1996 to presentfactForm ADV
→ George Putnam BealPersonManaging Member
Oct 1, 1996 to presentfactForm ADV

Owns (11)

← Weld, Timothy S. Gst TrustOrgunder 5% (Member)
Jan 1, 2010 to presentfactForm ADV
← Weld, David a. Gst TrustOrgunder 5% (Member)
Jan 1, 2010 to presentfactForm ADV
← Weld, Christopher B. Gst TrustOrgunder 5% (Member)
Jan 1, 2010 to presentfactForm ADV
← Weld, Andrew W. Gst TrustOrgunder 5% (Member)
Jan 1, 2010 to presentfactForm ADV
← Golemb, Christine a. Gst TrustOrgunder 5% (Member)
Jan 1, 2010 to presentfactForm ADV
← Chase, Sarah a. Gst TrustOrgunder 5% (Member)
Jan 1, 2010 to presentfactForm ADV
← Alexander, Elizabeth Gst TrustOrgunder 5% (Member)
Jan 1, 2010 to presentfactForm ADV
← Michael James UngerPerson10% to 25%
Jan 1, 2003 to presentfactForm ADV
← Eliza Hapgood RowePerson10% to 25%
Jun 1, 2000 to presentfactForm ADV
← George PutnamPerson25% to 50%
Aug 1, 1996 to presentfactForm ADV
← George Putnam BealPerson10% to 25%
Oct 1, 1996 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Boston Family Office LLC: CONFIRMED_MFO -> NOT_FAMILY_OFFICE (Boston RIA whose own pages describe individualized portfolio management for individuals and trusts rather than serving as a family office.)
First seen by DFX
Sep 12, 2026
date not stated
Boston Family Office LLC found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Boston Family Office LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Occurred
May 13, 2026
Boston Family Office LLC reported $1,502,947,000 across 311 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Boston Family Office LLC opened a $2,935,000 position in Spotify Technology (6,053 shares)
Occurred
Mar 31, 2026
Boston Family Office LLC increased Vanguard Real Estate ETF 20,234 -> 28,745 shares ($1,790,000 -> $2,550,000)
Occurred
Mar 31, 2026
Boston Family Office LLC increased Vanguard FTSE Developed Markets ETF 50,725 -> 65,036 shares ($3,169,000 -> $4,167,000)
Occurred
Mar 31, 2026
Boston Family Office LLC increased Vanguard S&P 500 ETF 61,006 -> 79,715 shares ($38,259,000 -> $47,634,000)
Occurred
Mar 31, 2026
Boston Family Office LLC increased American Express Co 12,910 -> 16,935 shares ($4,776,000 -> $5,123,000)
Occurred
Mar 31, 2026
Boston Family Office LLC increased GE Aerospace 1,861 -> 7,163 shares ($573,000 -> $2,033,000)
Occurred
Mar 31, 2026
Boston Family Office LLC increased Meta Platforms 17,411 -> 22,027 shares ($11,493,000 -> $12,602,000)
Occurred
Mar 31, 2026
Boston Family Office LLC increased Netflix Inc 69,357 -> 93,366 shares ($6,503,000 -> $8,977,000)
Occurred
Mar 31, 2026
Boston Family Office LLC increased Parker-Hannifin Corporation 11,259 -> 14,545 shares ($9,896,000 -> $13,021,000)
Occurred
Mar 31, 2026
Boston Family Office LLC reduced iShares iBonds Treasury 2026 220,514 -> 126,260 shares ($5,044,000 -> $2,893,000)
Occurred
Feb 13, 2026
Boston Family Office LLC reported $1,577,117,000 across 310 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Boston Family Office LLC reduced Synopsys, Inc. 34,892 -> 7,253 shares ($17,214,000 -> $3,407,000)
Occurred
Dec 31, 2025
Boston Family Office LLC reduced Adobe Inc. 37,960 -> 18,885 shares ($13,392,000 -> $6,610,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased Berkshire Hathaway Inc. Class A 3 -> 5 shares ($2,263,000 -> $3,774,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased Boston Scientific Corporation 11,760 -> 29,624 shares ($1,148,000 -> $2,825,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased Caterpillar Inc. 3,714 -> 5,983 shares ($1,772,000 -> $3,427,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased Monolithic Power Systems, Inc. 3,247 -> 4,653 shares ($2,988,000 -> $4,217,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased ServiceNow, Inc. 26,099 -> 146,977 shares ($24,024,000 -> $22,515,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased Corning Inc 24,832 -> 32,555 shares ($2,026,000 -> $2,851,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased Meta Platforms 13,055 -> 17,411 shares ($9,587,000 -> $11,493,000)
Occurred
Dec 31, 2025
Boston Family Office LLC increased Netflix Inc 5,954 -> 69,357 shares ($7,139,000 -> $6,503,000)
Occurred
Dec 31, 2025
Boston Family Office LLC reduced Clorox Company 24,463 -> 17,203 shares ($3,016,000 -> $1,735,000)
Occurred
Dec 31, 2025
Boston Family Office LLC reduced McCormick & Company, Inc. 209,383 -> 142,150 shares ($14,010,000 -> $9,682,000)
Occurred
Dec 31, 2025
Boston Family Office LLC exited Zoetis, Inc. Class A (was $5,148,000, 35,181 shares)
Occurred
Nov 12, 2025
Boston Family Office LLC reported $1,571,122,000 across 296 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Boston Family Office LLC increased Meta Platforms 4,835 -> 13,055 shares ($3,569,000 -> $9,587,000)
Occurred
Sep 30, 2025
Boston Family Office LLC increased Monolithic Power Systems, Inc. 2,514 -> 3,247 shares ($1,839,000 -> $2,988,000)
Occurred
Sep 30, 2025
Boston Family Office LLC increased Synopsys, Inc. 5,357 -> 34,892 shares ($2,746,000 -> $17,214,000)
Occurred
Sep 30, 2025
Boston Family Office LLC increased Eli Lilly and Company 9,037 -> 18,924 shares ($7,045,000 -> $14,439,000)
Occurred
Sep 30, 2025
Boston Family Office LLC reduced Teradyne, Inc. 58,979 -> 6,217 shares ($5,303,000 -> $856,000)
Occurred
Sep 30, 2025
Boston Family Office LLC exited ANSYS, Inc. (was $32,335,000, 92,072 shares)
Occurred
Aug 13, 2025
Boston Family Office LLC reported $1,505,775,000 across 286 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Boston Family Office LLC increased Fiserv, Inc. 7,402 -> 13,392 shares ($1,635,000 -> $2,309,000)
Occurred
Jun 30, 2025
Boston Family Office LLC increased iShares iBonds Treasury 2028 132,495 -> 180,163 shares ($2,948,000 -> $4,028,000)
Occurred
Jun 30, 2025
Boston Family Office LLC increased iShares iBonds Treasury 2029 82,873 -> 107,789 shares ($1,804,000 -> $2,363,000)
Occurred
Jun 30, 2025
Boston Family Office LLC increased Vanguard Core Bond ETF 30,143 -> 55,546 shares ($2,334,000 -> $4,309,000)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 2 business phones (office website, Form ADV), 2 office addresses (Form 13F) · as of 2026-09-12

George Beal
Managing Partner · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Rom Wilson (Rom is a Portfolio Manager at The Boston Family Office, having joined the firm in 2025. More…), Michael J. Unger, CFA (Michael is a Partner of and Portfolio Manager for The Boston Family Office. He joined the firm in 2000. More…), Benjamin T. Richardson, CFA (Happy joined The Boston Family Office as a Partner and Portfolio Manager in 2000 and now serves as its Treasurer. More…), Christopher Moffett, CFA (Chris is the Director of Research, having joined the firm in 2024. More…), Peder C. Johnson, CFA (Peder is a Partner and Portfolio Manager for The Boston Family Office. More…), Michael J. Dorsey, Jr., CFA (Mike joined The Boston Family Office in 2020 as a Portfolio Manager. More…), Darren Beals (Darren joined The Boston Family Office in 2021 and serves as the Chief Compliance Officer. More…), George P. Beal (George helped found The Boston Family Office and now is its Managing Partner as well as a Portfolio Manager. More…), Michael Joseph Dorsey (Managing Member), Darren Leon Beals (Chief Compliance Officer), Peder Christian Johnson (Managing Member), Benjamin Taylor Richardson (Managing Member, Chief Investment Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:85a5f9b0-6a80-424a-a4e6-4afd94212fad
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Boston Family Office LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:85a5f9b0-6a80-424a-a4e6-4afd94212fad

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Michael James Unger

Managing Member

leadership

principal

n/a

yes

fact

Benjamin Taylor Richardson

Managing Member, Chief Investment Officer

cio

principal

n/a

yes

fact

Eliza Hapgood Rowe

Managing Member, Treasurer

leadership

principal

n/a

yes

fact

George Putnam

Managing Member

leadership

principal

n/a

yes

fact

Peder Christian Johnson

Managing Member

leadership

principal

n/a

yes

fact

George Putnam Beal

Managing Member

leadership

principal

n/a

yes

fact

Michael Joseph Dorsey

Managing Member

leadership

principal

n/a

yes

fact

George Beal

Managing Partner

leadership

senior

n/a

yes

fact

Christopher Moffett, CFA

Chris is the Director of Research, having joined the firm in 2024. More…

leadership

senior

n/a

yes

fact

Michael J. Unger, CFA

Michael is a Partner of and Portfolio Manager for The Boston Family Office. He joined the firm in 2000. More…

Direct investments

unknown

n/a

yes

fact

Rom Wilson

Rom is a Portfolio Manager at The Boston Family Office, having joined the firm in 2025. More…

Direct investments

unknown

n/a

yes

fact

George P. Beal

George helped found The Boston Family Office and now is its Managing Partner as well as a Portfolio Manager. More…

leadership

senior

n/a

yes

fact

Michael J. Dorsey, Jr., CFA

Mike joined The Boston Family Office in 2020 as a Portfolio Manager. More…

Direct investments

unknown

n/a

yes

fact

Darren Beals

Darren joined The Boston Family Office in 2021 and serves as the Chief Compliance Officer. More…

operations

unknown

n/a

yes

fact

Benjamin T. Richardson, CFA

Happy joined The Boston Family Office as a Partner and Portfolio Manager in 2000 and now serves as its Treasurer. More…

Direct investments

unknown

n/a

yes

fact

Peder C. Johnson, CFA

Peder is a Partner and Portfolio Manager for The Boston Family Office. More…

Direct investments

unknown

n/a

yes

fact

Darren Leon Beals

Chief Compliance Officer

operations

senior

n/a

yes

fact