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SEC-registered adviser

H•••••• C•••••• P••••••• L••

No RAUM reportedBoston, MassachusettsCRD 133026SEC 801-63565websiteIAPD
Latest filing Feb 24, 2026
First filing on the tape Feb 29, 2012 · 18 filings
SEC status approved since Oct 7, 2004
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$0 as of Feb 24, 2026
Feb 28, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 24, 2026
Feb 29, 20120 then
Employees (5.A)2 as of Feb 24, 2026
Feb 7, 20131 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Feb 24, 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
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
hourly, fixed feesreportedItem 5.E
Advisory activities
pension consulting, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixed, hourlyreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 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 departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • O••••••• E•••• R••• · Member/Manager/ Chief Compliance Officercontrol
        since 06/2006 · 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
      • Non-discretionary RAUM · unset to 0.0
        Feb 6, 2024 to Feb 28, 2025
      • Accounts · unset to 0.0
        Feb 6, 2024 to Feb 28, 2025
      • Financial planning clients · 0 to 0
        Feb 6, 2024 to Feb 28, 2025
      • Discretionary RAUM · unset to 0.0
        Feb 6, 2024 to Feb 28, 2025
      • RAUM · unset to 0.0
        Feb 6, 2024 to Feb 28, 2025
      • Pension plan clients · 1.0 to unset
        Jan 19, 2021 to Jan 18, 2022
      • Pension plan clients · 2 to 1
        Feb 3, 2020 to Jan 19, 2021
      • Financial planning clients · 1-10 to 0
        Feb 3, 2020 to Jan 19, 2021
      • Pension plan clients · unset to 2.0
        Sep 3, 2019 to Feb 3, 2020
      • Employees · 1 to 2
        Sep 3, 2019 to Feb 3, 2020
      • Financial planning clients · unset to 1-10
        Sep 3, 2019 to Feb 3, 2020
      • Advisory employees · 2 to 1
        Feb 20, 2019 to Sep 3, 2019
      • Employees · 2 to 1
        Feb 20, 2019 to Sep 3, 2019
      • Other offices · unset to 0.0
        Mar 1, 2017 to Feb 14, 2018
      • Advisory employees · 1 to 2
        Apr 10, 2013 to Mar 14, 2014
      • Employees · 1 to 2
        Apr 10, 2013 to Mar 14, 2014
      • Advisory employees · unset to 1.0
        Feb 29, 2012 to Feb 7, 2013
      • Employees · unset to 1.0
        Feb 29, 2012 to Feb 7, 2013
      Signals
      1 dated events
      • Mary Lou Boutwell (Manager) no longer on Schedule A of H•••••• C•••••• P••••••• L•• (listed 2019-02-20, absent 2019-09-03)
        Sep 3, 2019 · Control person left · inference
      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
      Website
      H••••••CP.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      617-270-6260reportedpublic record, Form ADV, Feb 24, 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
      No RAUM reportedderiveda 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