FI  The Boston Family Office

http://www.bosfam.com/





     Office Locations:

88 Broad Street
Boston, MA 02110
Phone: 617-624-0800
Fax: 800-900-4401

 

Stages:

  • Early
  • Middle Market


 

Industries:

  • Information Technology
  • Manufacturing & Industrial

  •  

    Description:

    The Boston Family Office was founded in 1996 by professionals responsible for the financial affairs of their families as well as other individuals and trusts. The Boston Family Office now manages over $1 billion in assets, spread over more than 300 individuals and families, each individually managed by a principal of the firm. The firm's focus is on building and managing portfolios of growth-oriented equities, using fixed income and other asset classes for balance and stability. For asset classes outside of U.S. equities and bonds, such as international, private equity or real estate, The Boston Family Office considers other investment vehicles including limited partnerships, exchange-traded funds and mutual funds. George Putnam, III, one of the firm's founders, serves on the Board of Trustees of the Putnam Funds.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Eliza H. S. Rowe Partner
    George P. Beal Co-Founder
    George Putnam Co-Founder

     

    Portfolio companies include:

     

    Recent News: