Investment adviser · CRD 299060

BOSTON FAMILY ADVISORS LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 19, 2026

Regulatory AUM: $330M
Client accounts: 198
Employees: 10
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	38	$321,765,158	97.6%
Pooled investment vehicles	1	$7,962,774	2.4%

Filing source

Form ADV 2072130 · Mar 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BFA PRIVATE OPPORTUNITIES FUND I, LPPrivate Equity Fund · Last reported Mar 19, 2026$7.96MGross asset value

Form D fundraising filings

BFA Private Opportunities Fund I, LP

Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS AND COMPANY LLP MEDFORD, Oregon, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS AND COMPANY LLP
PCAOB 3783

FIRST-CITIZENS BANK & TRUST COMPANY
LEI 56-0223230

Fund details & source

Fund ID: 805-9114288910
Reported beneficial owners: 34
Minimum commitment: $100K
Form D file number: 021-415322

Form ADV 2072130 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

118 NEWBURY STREET, SUITE 2
BOSTON, MA, 02116, United States

CRD 299060

Filing source

Form ADV 2072130 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.