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B•••••• F••••••••

Independent wealth managerSEC-registeredwebsite

Independent wealth manager, reporting $177M of regulatory assets across 1 registered advisors.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$177M
Form ADV
Advisors
1
IAPD
Net advisor flow, 12 months
0
0 joined, 0 left
IAPD registration history
RAUM change, 1 year
+0.6%
Form ADV, consecutive annual filings
Private clients
100%
of RAUM, $177M
Form ADV
See where advisers wentSee teams that moved
More
Advisors (1)Where the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 127204 · SEC 801-132843 · 4 filingsShow
CRD 127204SEC 801-132843Legal name B••••••• I•••First filing on the tape Apr 23, 2025, latest Jul 22, 2026SEC status approved since May 23, 2025IAPD
RAUM
$177M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
100%
$177M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$177M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape

RAUM +0.6% over the last fiscal year · the tape starts Apr 23, 2025

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$177M as of Jul 22, 2026
Apr 23, 2025$176M then
HNW client RAUM$173M as of Jul 22, 2026
Apr 23, 2025$173M then
State-registered IARs (5.B.3)1 as of Jul 22, 2026
Apr 23, 20251 then
Employees (5.A)1 as of Jul 22, 2026
Apr 23, 20251 then
Private funds: no history
RAUM +0.6% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Jul 22, 2026; every figure names its basis
Archetypes
The rule behind each archetype, and every derived figure1 ruleShow
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office, and at most 25 employees (Item 5.A)
RAUM per advisor
$177MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
37derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$7.2MderivedHNW RAUM over HNW clients
Average account
$2.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
98%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+0.6%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-18%derived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
portfolio management for individuals, otherreportedItem 5.G
Custody
$200M, 26 clientsreportedItem 9.A
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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing

98% high-net-worth individuals, 1.9% individuals

The breakdown by client type, and the client counts2 client typesShow
  • High-net-worth individuals$173M98%
  • Individuals$3.4M1.9%
Individual clients
13reported
HNW clients
24reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
87reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$200M for 26 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
RAUM: 100% private clients, 0% pooled funds, 0% institutions; no related broker-dealer; no related bankderived
Advisor movement
0 left over 36 months
0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      1 on IAPD today; the longest tenured first
      NameBranchHere sinceIn industryPrior firms
      B•••••• F•••••••• R•••••••••Cambridge, MaJul 30, 200340 y0
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • R••••••••• B••••••• · President, Chief Investment Officer, Shareholdercontrol
        since 12/1985 · 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 · 99 to 87
        Jun 17, 2025 to Feb 27, 2026
      • HNW clients · 32 to 24
        Jun 17, 2025 to Feb 27, 2026
      • Assets in custody · $172M to $200M
        Jun 17, 2025 to Feb 27, 2026
      • Discretionary RAUM · $172M to $173M
        Jun 17, 2025 to Feb 27, 2026
      • HNW RAUM · $173M to $173M
        Jun 17, 2025 to Feb 27, 2026
      Full history · 9 changes
      • Individual RAUM · $2.3M to $3.4M
        Jun 17, 2025 to Feb 27, 2026
      • Non-discretionary RAUM · $3.5M to $4.0M
        Jun 17, 2025 to Feb 27, 2026
      • RAUM · $176M to $177M
        Jun 17, 2025 to Feb 27, 2026
      • Financial planning clients · unset to
        Apr 23, 2025 to Jun 17, 2025
      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 phone
      ••• Lockedreportedpublished by the firm, firm site, Sep 17, 2026
      Website
      ••• Lockedreportedpublic record, Form ADV, Jul 22, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Jul 22, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      $177Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026