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Office Locations:
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88 Broad Street
Boston, MA 02110
Phone: 617-624-0800
Fax: 800-624-0801
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Information Technology
Manufacturing & Industrial
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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.
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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
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
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 |
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