DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• H••• I••••••••• A••••••• L••
Latest filing Feb 25, 2026
First filing on the tape Mar 16, 2012 · 30 filings
SEC status approved since Apr 23, 2007
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$2.7B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$327M
derived; firm RAUM over IAPD count
Employees
19
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$2.9B as of Feb 25, 2026
Mar 16, 2012$964M then
HNW client RAUM$2.7B as of Feb 25, 2026
Mar 28, 2018$1.5B then
State-registered IARs (5.B.3)9 as of Feb 25, 2026
Mar 16, 20120 then
Employees (5.A)19 as of Feb 25, 2026
Mar 14, 201313 then
Private funds: no history
RAUM +11% over the last fiscal year+13% a year over threeIARs 8 to 9
Practice profile
derived from the filing of Feb 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $327MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 20derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $15.8MderivedHNW RAUM over HNW clients
- Average account
- $2.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 7.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.1derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $2.9B, 1,366 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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
- High-net-worth individuals$2.7B91%
- Charitable organizations$206M7.0%
- Corporations and businesses$60.9M2.1%
- Individuals$7.7M0.3%
- Individual clients
- 13reported
- HNW clients
- 169reported
- Pension plan clients
- n/areported
- Charitable clients
- 13reported
- Accounts
- 1,388reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.9B for 1,366 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G••• R•••••• M•••••Chartered Financial Analyst | Boston, Ma | Jun 6, 2007 | 39 y | 1 |
| R••••• A•••• O••••Chartered Financial Analyst | Boston, Ma | Jun 6, 2007 | 23 y | 1 |
| T•••••• M•••••• M•••••Certified Financial Planner | Boston, Ma | Oct 15, 2013 | 13 y | 0 |
| B•••• A•••••• M•••••••Certified Financial Planner, Chartered Financial Analyst | Boston, Ma | Jan 20, 2016 | 32 y | 1 |
| A••• J••• D•••••••••Chartered Financial Analyst | Boston, Ma | Feb 6, 2017 | 19 y | 0 |
| C•••••••• M• K••••••Certified Financial Planner | Boston, Ma | Aug 15, 2018 | 26 y | 1 |
| C••••••••• P••• M••••Certified Financial Planner, Chartered Financial Analyst | Boston, Ma | Feb 9, 2021 | 13 y | 0 |
| G••••• B•••• C•••Chartered Financial Analyst | Boston, Ma | Feb 9, 2021 | 13 y | 0 |
| M•••••• W• M••••••Chartered Financial Analyst | Boston, Ma | Jan 30, 2026 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C•••••••• M• K•••••• from P••• W••••• L•Aug 15, 2018 · Other
- B•••• A•••••• M••••••• from G•••••• H••••• A•••• M••••••••• L••Jan 20, 2016 · Other
- G••• R•••••• M••••• from P••• W••••• L•Jun 6, 2007 · Other
- R••••• A•••• O•••• from P••• W••••• L•Jun 6, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••••• P•••• J••••• · Principal, Chief Compliance Officer, Coocontrolsince 07/2021 · owns less than 5%
- M•••••• G•••• R•••••• · Managing Member/Chief Executive Officercontrolsince 04/2007 · owns 75% or more
- O••••• R•••••• A•••• · Managing Member/Presidentcontrolsince 04/2007 · owns 10% to 25%
- C•••• G•••••• B•••• · Principalsince 01/2025 · owns less than 5%
- K••••••• C••••••••• M• · Principalsince 07/2021 · owns less than 5%
- M•••••• T••••••• M•••••• · Principalsince 07/2021 · owns less than 5%
- M••••• C••••••••• P••• · Principalsince 01/2025 · owns less than 5%
- M•••••••• B••••• A•••••• · Principalsince 07/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 9 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,346 to 1,388Feb 28, 2025 to Feb 25, 2026
- Charity clients · 10 to 13Feb 28, 2025 to Feb 25, 2026
- HNW clients · 166 to 169Feb 28, 2025 to Feb 25, 2026
- Individual clients · 12 to 13Feb 28, 2025 to Feb 25, 2026
- Assets in custody · $2.6B to $2.9BFeb 28, 2025 to Feb 25, 2026
- Financial planning clients · 11-25 to 26-50Feb 28, 2025 to Feb 25, 2026
- State-registered IARs · 8 to 9Feb 28, 2025 to Feb 25, 2026
- Discretionary RAUM · $2.7B to $2.9BFeb 28, 2025 to Feb 25, 2026
- HNW RAUM · $2.4B to $2.7BFeb 28, 2025 to Feb 25, 2026
- Individual RAUM · $7.4M to $7.7MFeb 28, 2025 to Feb 25, 2026
- Pension RAUM · 12108852.0 to unsetFeb 28, 2025 to Feb 25, 2026
- RAUM · $2.7B to $2.9BFeb 28, 2025 to Feb 25, 2026
- Accounts · 1,260 to 1,346Feb 27, 2024 to Feb 28, 2025
- HNW clients · 168 to 166Feb 27, 2024 to Feb 28, 2025
- Individual clients · 14 to 12Feb 27, 2024 to Feb 28, 2025
- Assets in custody · $2.3B to $2.6BFeb 27, 2024 to Feb 28, 2025
- Financial planning clients · 11-25 to 11-25Feb 27, 2024 to Feb 28, 2025
- Discretionary RAUM · $2.4B to $2.7BFeb 27, 2024 to Feb 28, 2025
- HNW RAUM · $2.2B to $2.4BFeb 27, 2024 to Feb 28, 2025
- Individual RAUM · $9.5M to $7.4MFeb 27, 2024 to Feb 28, 2025
- Pension RAUM · $11.5M to $12.1MFeb 27, 2024 to Feb 28, 2025
- RAUM · $2.4B to $2.7BFeb 27, 2024 to Feb 28, 2025
- Accounts · 187 to 1,260Oct 3, 2023 to Feb 27, 2024
- HNW clients · 164 to 168Oct 3, 2023 to Feb 27, 2024
- Individual clients · 11 to 14Oct 3, 2023 to Feb 27, 2024
- Assets in custody · $2.0B to $2.3BOct 3, 2023 to Feb 27, 2024
- Discretionary RAUM · $2.1B to $2.4BOct 3, 2023 to Feb 27, 2024
- HNW RAUM · $1.9B to $2.2BOct 3, 2023 to Feb 27, 2024
- Individual RAUM · $6.4M to $9.5MOct 3, 2023 to Feb 27, 2024
- Pension RAUM · $10.4M to $11.5MOct 3, 2023 to Feb 27, 2024
- RAUM · $2.1B to $2.4BOct 3, 2023 to Feb 27, 2024
- Accounts · 1,219 to 187Oct 28, 2022 to Mar 10, 2023
- Advisory employees · 8 to 9Oct 28, 2022 to Mar 10, 2023
- HNW clients · 162 to 164Oct 28, 2022 to Mar 10, 2023
- Individual clients · 12 to 11Oct 28, 2022 to Mar 10, 2023
- Assets in custody · $2.4B to $2.0BOct 28, 2022 to Mar 10, 2023
- Employees · 18 to 19Oct 28, 2022 to Mar 10, 2023
- Discretionary RAUM · $2.5B to $2.1BOct 28, 2022 to Mar 10, 2023
- HNW RAUM · $2.3B to $1.9BOct 28, 2022 to Mar 10, 2023
- Individual RAUM · $7.6M to $6.4MOct 28, 2022 to Mar 10, 2023
Signals
8 dated events
- Michael Timothy Malloy (Principal) appeared on Schedule A of B•••• H••• I••••••••• A••••••• L••Mar 8, 2022 · Control person joined · fact
- M Catherine Kennedy (Principal) appeared on Schedule A of B•••• H••• I••••••••• A••••••• L••Mar 8, 2022 · Control person joined · fact
- Anthony Brett Mirliani (Principal) appeared on Schedule A of B•••• H••• I••••••••• A••••••• L••Mar 8, 2022 · Control person joined · fact
- Allen Miner Crary (Member/Clerk) no longer on Schedule A of B•••• H••• I••••••••• A••••••• L•• (listed 2020-10-23, absent 2021-01-07)Jan 7, 2021 · Control person left · inference
- Joseph Paul Donovan (Chief Compliance Officer) appeared on Schedule A of B•••• H••• I••••••••• A••••••• L••Jan 7, 2021 · Control person joined · fact
- Barry John Stiles (Member) no longer on Schedule A of B•••• H••• I••••••••• A••••••• L•• (listed 2020-01-06, absent 2020-02-06)Feb 6, 2020 · Control person left · inference
- Edward Thomas Reilly (Member) no longer on Schedule A of B•••• H••• I••••••••• A••••••• L•• (listed 2020-01-06, absent 2020-02-06)Feb 6, 2020 · Control person left · inference
- B•••• H••• I••••••••• A••••••• L•• reported RAUM $2.0B, up 26% from $1.6B (2020-01-06 to 2020-02-06)Feb 6, 2020 · RAUM change · derived
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••••://WWW.BHBOSTON.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-502-8300reportedpublic record, Form ADV, Feb 25, 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
- $327Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026