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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BOSTON INVESTMENT ADVISERS, INC.

CRD 133725

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32214d4e-7875-d887-6aac-2530f041d4f2

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Jun 28, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $46.1MItem 5.F on the latest filing (2012-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $46.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 189
SEC number: 801-71626
CRD: 133725
Filings on the tape: 3
First filed: Mar 29, 2012
Latest filed: Jun 28, 2012
Organised: Corporation, Massachusetts

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, JEROME, WARD	PRESIDENT/CEO/CFO	E	yes	05/1996	Mar 29, 2012	Jun 28, 2012
CRAVER, JAMES, BERNARD	CHIEF COMPLIANCE OFFICER	Na	yes	04/2010	Mar 29, 2012	Jun 28, 2012
LEBED, JAY, AARON	VICE PRESIDENT	Na	yes	12/2009	Mar 29, 2012	Jun 28, 2012
WILLIAMS, BRADFORD, GARET	VICE PRESIDENT AND COO	Na	yes	03/2010	Mar 29, 2012	Jun 28, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LEBED ASSET MANAGEMENT LLC	n/a	State registered	$24.2M	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 29, 2012	$43.5M	$43.5M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$46.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BOSTON PORTFOLIO ADVISERS	2	Dec 8, 2015	Jul 14, 2023	BOSTON, MA	Team lift out	Other	100.0%

Relationships

Affiliated with (1)

→ LEBED ASSET MANAGEMENT LLCRegistered adviserother investment adviser
factForm ADV

Controls (4)

← ANDERSON, JEROME, WARDOwnerPRESIDENT/CEO/CFO, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← WILLIAMS, BRADFORD, GARETOwnerVICE PRESIDENT AND COO, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← LEBED, JAY, AARONOwnerVICE PRESIDENT, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← CRAVER, JAMES, BERNARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV

Moved with (1)

→ BOSTON PORTFOLIO ADVISERSRegistered adviser2 advisors, team lift out, same day
Dec 8, 2015 to Jul 14, 2023factForm ADV

Registered with (2)

← BRADFORD GARET WILLIAMSAdvisorregistration: previous registration
Mar 10, 2006 to Dec 8, 2015factForm ADV
← JAY AARON LEBEDAdvisorregistration: previous registration
Jun 28, 2012 to Dec 8, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32214d4e-7875-d887-6aac-2530f041d4f2
First observed: Mar 29, 2012
Last observed: Jun 28, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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 INVESTMENT ADVISERS, INC.

CRD 133725

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32214d4e-7875-d887-6aac-2530f041d4f2

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, JEROME, WARD

PRESIDENT/CEO/CFO

yes

05/1996

Mar 29, 2012

Jun 28, 2012

CRAVER, JAMES, BERNARD

CHIEF COMPLIANCE OFFICER

yes

04/2010

Mar 29, 2012

Jun 28, 2012

LEBED, JAY, AARON

VICE PRESIDENT

yes

12/2009

Mar 29, 2012

Jun 28, 2012

WILLIAMS, BRADFORD, GARET

VICE PRESIDENT AND COO

yes

03/2010

Mar 29, 2012

Jun 28, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LEBED ASSET MANAGEMENT LLC

n/a

State registered

$24.2M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 29, 2012

$43.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$46.1M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BOSTON PORTFOLIO ADVISERS

Dec 8, 2015

Jul 14, 2023

BOSTON, MA

Team lift out

Other

100.0%