Investment adviser · CRD 106387

FEDERAL STREET ADVISORS INC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed May 13, 2015

Regulatory AUM
$3.78B
Form ADV · Item 5.F
Client accounts
1,454
Accounts, not individual clients
Employees
32
Reported in this filing
Advisory professionals
25
Investment advisory functions

Private funds & service providers

0 Private funds

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

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: May 13, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

24 FEDERAL ST
BOSTON, MA, 02110, United States

CRD 106387

Filing source

Form ADV 918453 · May 13, 2015 · 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.