Investment adviser · CRD 300282

FOSTER DYKEMA CABOT & PARTNERS, LLC

Investment adviser filing (IA)

WALTHAM, MA, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $2.22B
Client accounts: 855
Employees: 21
Advisory professionals: 8

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	718	$1,865,913,062	83.9%
Corporations & businesses	32	$154,073,249	6.9%
Pooled investment vehicles	8	$110,990,417	5.0%
Charities	15	$57,153,724	2.6%
Individuals	78	$26,201,170	1.2%
Retirement plans	Fewer than 5	$8,856,691	0.4%

Filing source

Form ADV 2074293 · Mar 27, 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

9 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.

FDC INVESTMENT PARTNERS VI LLCPrivate Equity Fund · Last reported Mar 27, 2026$28.8MGross asset value

Form D fundraising filings

FDC Investment Partners VI, LLC

Custodian FIDELITY INVESTMENTS BOSTON, Massachusetts, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-8681883809
Reported beneficial owners: 49
Minimum commitment: $100K
Form D file number: 021-349286

Form ADV 2074293 · Mar 27, 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.

FDC INVESTMENT PARTNERS VII, LLCPrivate Equity Fund · Last reported Mar 27, 2026$22.7MGross asset value

Custodian FIDELITY INVESTMENTS BOSTON, Massachusetts, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-7470546210
Reported beneficial owners: 43
Minimum commitment: $100K
Form D file number: 021-283355

Form ADV 2074293 · Mar 27, 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.

FDC INVESTMENT PARTNERS V LLCPrivate Equity Fund · Last reported Mar 27, 2026$20.6MGross asset value

Form D fundraising filings

FDC Investment Partners V, LLC

Custodian FIDELITY INVESTMENTS BOSTON, Massachusetts, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-1347086955
Reported beneficial owners: 52
Minimum commitment: $100K
Form D file number: 021-283355

Form ADV 2074293 · Mar 27, 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.

FDC INVESTMENT PARTNERS IV LLCPrivate Equity Fund · Last reported Mar 27, 2026$15.3MGross asset value

Form D fundraising filings

FDC Investment Partners IV, LLC

Custodian FIDELITY INVESTMENTS BOSTON, Massachusetts, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-8796467907
Reported beneficial owners: 44
Minimum commitment: $100K
Form D file number: 021-236975

Form ADV 2074293 · Mar 27, 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.

FDC INVESTMENT PARTNERS VIII, L.P.Private Equity Fund · Last reported Mar 27, 2026$11.9MGross asset value

Form D fundraising filings

FDC Investment Partners VIII, L.P.

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States

Provider details

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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-7563857162
Reported beneficial owners: 46
Minimum commitment: $250K
Form D file number: 021-525942

Form ADV 2074293 · Mar 27, 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.

FDC INVESTMENT PARTNERS III, LLCPrivate Equity Fund · Last reported Mar 27, 2026$6.03MGross asset value

Form D fundraising filings

FDC Investment Partners III, LLC

Custodian FIDELITY INVESTMENTS BOSTON, Massachusetts, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-4125534900
Reported beneficial owners: 34
Minimum commitment: $100K
Form D file number: 021-200976

Form ADV 2074293 · Mar 27, 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.

FDC INVESTMENT PARTNERS V-A, LLCPrivate Equity Fund · Last reported Mar 27, 2026$4.34MGross asset value

Custodian FIDELITY INVESTMENTS BOSTON, Massachusetts, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-6560797312
Reported beneficial owners: 58
Minimum commitment: $100K
Form D file number: 021-283355

Form ADV 2074293 · Mar 27, 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 27, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed

Principal office

1075 MAIN STREET SUITE 200
WALTHAM, MA, 02451, United States

CRD 300282

Filing source

Form ADV 2074293 · Mar 27, 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.