DFX Intelligence

RIA Intelligence

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SEC-registered adviser

D••••• M••••••••• I••

Independent wealth managerCRD 106042SEC 801-18367website IAPD

Latest filing Mar 30, 2026

First filing on the tape Jun 27, 2012 · 17 filings

SEC status approved since Jan 31, 1983

RAUM

$117M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

74%

$86.2M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

17 filings and snapshots on the tape

RAUM$117M as of Mar 30, 2026

Jun 27, 2012$646M then

HNW client RAUM$86.2M as of Mar 30, 2026

Mar 14, 2018$154M then

State-registered IARs (5.B.3)0 as of Mar 30, 2026

Jul 1, 20130 then

Employees (5.A)4 as of Mar 30, 2026

Jul 1, 20136 then

Private funds: no history

RAUM -12% over the last fiscal year+4.3% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 30, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.7MderivedHNW RAUM over HNW clients
Average account: $4.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 10%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: -12%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Wrap fee program: participatesreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$86.2M74%
Other investment advisers$18.5M16%
Charitable organizations$12.0M10%

Individual clients: n/areported
HNW clients: 23reported
Pension plan clients: n/areported
Charitable clients: 2reported
Accounts: 26reported
Financial planning clients: 0reported
Wrap fee programs: $0 sponsored, $18.5M managedreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=0.74 fund_share=0.16 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

B••••• S••••• M•••• · Chairman/President/Chief Compliance Officercontrol
since 01/1983 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 28 to 26
Mar 27, 2025 to Mar 30, 2026
Discretionary RAUM · $132M to $117M
Mar 27, 2025 to Mar 30, 2026
HNW RAUM · $106M to $86.2M
Mar 27, 2025 to Mar 30, 2026
RAUM · $132M to $117M
Mar 27, 2025 to Mar 30, 2026
Wrap assets (manager) · $21.3M to $18.5M
Mar 27, 2025 to Mar 30, 2026
Accounts · 36 to 28
Apr 2, 2024 to Mar 27, 2025
Charity clients · 1 to 2
Apr 2, 2024 to Mar 27, 2025
HNW clients · 34 to 23
Apr 2, 2024 to Mar 27, 2025
Financial planning clients · 0 to 0
Apr 2, 2024 to Mar 27, 2025
HQ city · BROOKLINE to
Apr 2, 2024 to Mar 27, 2025
HQ state · MA to
Apr 2, 2024 to Mar 27, 2025
Discretionary RAUM · $123M to $132M
Apr 2, 2024 to Mar 27, 2025
HNW RAUM · $105M to $106M
Apr 2, 2024 to Mar 27, 2025
RAUM · $123M to $132M
Apr 2, 2024 to Mar 27, 2025
Wrap assets (manager) · unset to 21329790.0
Apr 2, 2024 to Mar 27, 2025
Wrap assets (sponsor) · unset to 0.0
Apr 2, 2024 to Mar 27, 2025
Accounts · 28 to 36
Apr 5, 2023 to Apr 2, 2024
HNW clients · 27 to 34
Apr 5, 2023 to Apr 2, 2024
Discretionary RAUM · $103M to $123M
Apr 5, 2023 to Apr 2, 2024
HNW RAUM · $90.2M to $105M
Apr 5, 2023 to Apr 2, 2024
RAUM · $103M to $123M
Apr 5, 2023 to Apr 2, 2024
Wrap assets (manager) · 17817685.0 to unset
Apr 5, 2023 to Apr 2, 2024
Wrap assets (sponsor) · 0.0 to unset
Apr 5, 2023 to Apr 2, 2024
Accounts · 29 to 28
Apr 5, 2022 to Apr 5, 2023
Charity clients · 2 to 1
Apr 5, 2022 to Apr 5, 2023
Discretionary RAUM · $116M to $103M
Apr 5, 2022 to Apr 5, 2023
HNW RAUM · $98.7M to $90.2M
Apr 5, 2022 to Apr 5, 2023
RAUM · $116M to $103M
Apr 5, 2022 to Apr 5, 2023
Wrap assets (manager) · $16.6M to $17.8M
Apr 5, 2022 to Apr 5, 2023
Discretionary RAUM · $111M to $116M
Jun 24, 2021 to Apr 5, 2022
HNW RAUM · $91.9M to $98.7M
Jun 24, 2021 to Apr 5, 2022
RAUM · $111M to $116M
Jun 24, 2021 to Apr 5, 2022
HQ city · BOSTON to BROOKLINE
Jul 7, 2020 to Jun 24, 2021
Discretionary RAUM · $76.0M to $111M
Jul 7, 2020 to Jun 24, 2021
HNW RAUM · $62.6M to $91.9M
Jul 7, 2020 to Jun 24, 2021
RAUM · $76.0M to $111M
Jul 7, 2020 to Jun 24, 2021
Wrap assets (manager) · $13.9M to $16.6M
Jul 7, 2020 to Jun 24, 2021
Accounts · 40 to 29
May 17, 2019 to Jul 7, 2020
Charity clients · 4 to 2
May 17, 2019 to Jul 7, 2020
Corporate clients · 0.0 to unset
May 17, 2019 to Jul 7, 2020

Signals

No event on the tape.

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: c•••••••••@d•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email: a•••••@d•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email: t•••••••@d•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 978-429-6654reportedpublished by the firm, firm site, Sep 16, 2026
Website: D•••••VALUE.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 617-738-9424reportedpublic record, Form ADV, Mar 30, 2026
Contact form: d•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026