BOSTON PRIVATE WEALTH LLC

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Also known as:

  • BP WEALTH MANAGEMENT LLC

Boston Private Wealth is based out of Boston. Boston Private Wealth is a large advisory firm with 2334 clients and discretionary assets under management (AUM) of $6,405,786,760 (Form ADV from 2018-09-01). Their last reported 13F filing for Q2 2019 included $2,977,306,000 in managed 13F securities and a top 10 holdings concentration of 23.65%. Boston Private Wealth's largest holding is Apple Inc with shares held of 708,891. Boston Private Wealth has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 20 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $2.977 Billion
  • Prior Market Value $2.532 Billion
  • New Purchases142 stocks
  • Additional Purchases64 stocks
  • Sold out of19 stocks
  • Reduced holdings in271 stocks
  • Top 10 Holdings % 23.65 %
  • Turnover % [1]:30.78%
  • Turnover Alt % [2]: 18.12 %
  • Time Held Top20:8.75 quarters
  • Time Held Top10:9.00 quarters
  • Time Held All:10.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.72%
Performance Last 4 Quarters: 7.78%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR/A (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
BlackRock Investment Management, LLC
NORTH AMERICAN MANAGEMENT CORP
PINNACLE ASSOCIATES LTD
River Road Asset Management, LLC

View Last Form Adv Compilation Report on Record

BOSTON PRIVATE WEALTH
ONE FEDERAL STREET 30TH FLOOR
BOSTON MA    02110
Country: United States

Business Phone: 617-223-0200
Fax: 617-502-9422
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 96
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 1,959,460,000
Total Number of Clients: 2334
Amount of client funds and securities by related persons: 848,523,000
Total Number of clients from related persons: 352
Disclosures: 11.D (2),11.D (4),11.E (2),11.E (4)
Data above was derived from SEC filings.

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BOSTON PRIVATE WEALTH LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BOSTON PRIVATE BANK & TRUST COMPANY MEMBER 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE ASSET MANAGEMENT INC CORPORATION direct 1995-08-01
BOSTON PRIVATE WEALTH LLC MEMBER direct 2014-10-01
BP WEALTH MANAGEMENT, LLC OWNER direct 2014-10-01 2014-10-09
ANDERSON, THOMAS, KENNETH CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BP WEALTH MANAGEMENT, LLC EXECUTIVE DIRECTOR OF INVESTMENT CONSULTING & COMMUNICATION direct 2014-11-01
BOSTON PRIVATE WEALTH LLC EXECUTIVE MANAGING DIRECTOR OF INVESTMENT CONSULTING & COMMUNICATION direct 2014-11-01
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
GAVEN, STEVEN, MICHAEL CHIEF FINANCIAL OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF FINANCIAL OFFICER direct 2016-03-01
KETRI, ADRIAN, NMN CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF COMPLIANCE AND RISK OFFICER direct 2017-01-01
BOSTON PRIVATE WEALTH LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
SACCOCIA, SHANNON, LEIGH CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2018-04-01
SIMONS, PAUL, MICHAEL PRESIDENT 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF OF CORPORATE STRATEGY & DEVELOPMENT direct 2019-01-01
BOSTON PRIVATE WEALTH LLC PRESIDENT direct 2019-03-01
DECHELLIS, ANTHONY, NMN MANAGER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCCORMACK ADVISORS INTERNATIONAL LLC DIRECTOR direct 2001-08-01 2002-10-16
CREDIT SUISSE SECURITIES (USA) LLC BOARD MEMBER, DIRECTOR direct 2007-05-01 2010-03-12
CREDIT SUISSE SECURITIES (USA) LLC BOARD MEMBER direct 2007-05-01 2013-03-21
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 100% OWNER BOSTON PRIVATE BANK & TRUST COMPANY 09/01/1987 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC 100% OWNER indirect 1987-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC 100% EQUITY OWNER OF APPLICANT direct 1997-10-01
BOSTON PRIVATE VALUE INVESTORS, INC. OWNER direct 2001-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2004-02-01
KLS PROFESSIONAL ADVISORS GROUP, LLC MANAGING MEMBER direct 2004-12-01
GIBRALTAR BANK, FSB PARENT CORPORATION direct 2005-10-01
ANCHOR CAPITAL ADVISORS INC MANAGER, MEMBER indirect 2006-06-01
ANCHOR/RUSSELL CAPITAL ADVISORS LLC MANAGER, MEMBER indirect 2006-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC 100% EQUITY OWNER OF BPIM, PUBLIC COMPANY direct 1997-10-01 2001-01-31
WESTFIELD CAPITAL MANAGEMENT CO INC 100% OWNER OF BPIM indirect 1997-10-01 2002-12-11
SAND HILL ADVISORS, INC. PARENT CORPORATION direct 2000-08-01 2007-09-07
DALTON, GREINER, HARTMAN, MAHER & CO., LLC 80% EQUITY OWNER OF APPLICANT direct 2004-02-01 2008-09-25
SAND HILL ADVISORS, LLC MANAGING MEMBER direct 2000-08-01 2009-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01 2009-10-07
COLDSTREAM CAPITAL MANAGEMENT INC SHAREHOLDER direct 2002-12-01 2011-01-26

BOSTON PRIVATE WEALTH LLC

ownership team - last updated 2018-12-12
Name Title Start Date Direct/Indirect % Ownership
BOSTON PRIVATE BANK & TRUST COMPANY MEMBER 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE ASSET MANAGEMENT INC CORPORATION direct 1995-08-01
BOSTON PRIVATE WEALTH LLC MEMBER direct 2014-10-01
BP WEALTH MANAGEMENT, LLC OWNER direct 2014-10-01 2014-10-09
DELL'ORFANO, SCOTT, WILLIAM PRESIDENT 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BANYAN PARTNERS, LLC CHIEF STRATEGIC OFFICER direct 2013-01-01
BOSTON PRIVATE WEALTH LLC CHIEF STRATEGIC OFFICER direct 2014-10-01
BP WEALTH MANAGEMENT, LLC CHIEF STRATEGIC OFFICER direct 2014-11-01
BOSTON PRIVATE WEALTH LLC CHIEF OPERATING OFFICER direct 2015-10-01
KAYE, DAVID, JOHN DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
ANCHOR CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
BINGHAM, OSBORN & SCARBOROUGH LLC MANAGER direct 2011-03-01
BOSTON PRIVATE WEALTH LLC DIRECTOR direct 2014-10-01
ANDERSON, THOMAS, KENNETH CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BP WEALTH MANAGEMENT, LLC EXECUTIVE DIRECTOR OF INVESTMENT CONSULTING & COMMUNICATION direct 2014-11-01
BOSTON PRIVATE WEALTH LLC EXECUTIVE MANAGING DIRECTOR OF INVESTMENT CONSULTING & COMMUNICATION direct 2014-11-01
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
GRIFFIN, COREY, ANTHONY CHIEF EXECUTIVE OFFICER AND DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC CHAIRMAN/MANAGER indirect 2002-05-01
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC MANAGER direct 2007-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC DIRECTOR direct 2015-07-01
BOSTON PRIVATE WEALTH LLC CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2015-10-01
THE BOSTON COMPANY ASSET MANAGEMENT LLC DIRECTOR OF MARKETING direct 1994-11-01 2001-01-29
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER AND DIRECTOR OF MANAGER direct 2001-09-01 2002-03-27
THE BOSTON COMPANY ASSET MANAGEMENT LLC PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGER direct 2002-05-01 2005-03-31
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGER direct 2002-05-01 2005-09-09
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2002-05-01 2006-08-02
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2002-05-01 2006-10-05
THE BOSTON COMPANY ASSET MANAGEMENT LLC ELECTED MANAGER indirect 2002-05-01 2006-10-05
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN AND CHIEF EXECUTIVE OFFICER/MANAGER direct 2002-05-01 2007-08-16
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC BOARD MEMBER direct 2006-03-01 2008-01-16
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN/MANAGER direct 2002-05-01 2008-04-25
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC CHAIRMAN/MANAGER direct 2007-10-01 2008-04-25
THE BOSTON COMPANY ASSET MANAGEMENT LLC MANAGER direct 2002-05-01 2011-12-22
BOSTON PRIVATE WEALTH LLC CHIEF OPERATING OFFICER direct 2015-07-01 2015-10-14
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2015-07-01 2016-10-05
GAVEN, STEVEN, MICHAEL CHIEF FINANCIAL OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF FINANCIAL OFFICER direct 2016-03-01
KETRI, ADRIAN, NMN CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF COMPLIANCE AND RISK OFFICER direct 2017-01-01
BOSTON PRIVATE WEALTH LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
BROWN, JAMES, CANNON DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC DIRECTOR direct 2018-01-01
SACCOCIA, SHANNON, LEIGH CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2018-04-01
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 100% OWNER BOSTON PRIVATE BANK & TRUST COMPANY 09/01/1987 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC 100% OWNER indirect 1987-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC 100% EQUITY OWNER OF APPLICANT direct 1997-10-01
BOSTON PRIVATE VALUE INVESTORS, INC. OWNER direct 2001-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2004-02-01
KLS PROFESSIONAL ADVISORS GROUP, LLC MANAGING MEMBER direct 2004-12-01
GIBRALTAR BANK, FSB PARENT CORPORATION direct 2005-10-01
ANCHOR CAPITAL ADVISORS INC MANAGER, MEMBER indirect 2006-06-01
ANCHOR/RUSSELL CAPITAL ADVISORS LLC MANAGER, MEMBER indirect 2006-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC 100% EQUITY OWNER OF BPIM, PUBLIC COMPANY direct 1997-10-01 2001-01-31
WESTFIELD CAPITAL MANAGEMENT CO INC 100% OWNER OF BPIM indirect 1997-10-01 2002-12-11
SAND HILL ADVISORS, INC. PARENT CORPORATION direct 2000-08-01 2007-09-07
DALTON, GREINER, HARTMAN, MAHER & CO., LLC 80% EQUITY OWNER OF APPLICANT direct 2004-02-01 2008-09-25
SAND HILL ADVISORS, LLC MANAGING MEMBER direct 2000-08-01 2009-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01 2009-10-07
COLDSTREAM CAPITAL MANAGEMENT INC SHAREHOLDER direct 2002-12-01 2011-01-26

BOSTON PRIVATE WEALTH LLC

ownership team - last updated 2017-06-23
Name Title Start Date Direct/Indirect % Ownership
DEUTSCH, CLAYTON, GEORGE CHAIRMAN OF THE BOARD 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
ANCHOR CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
BINGHAM, OSBORN & SCARBOROUGH LLC MANAGER direct 2010-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2010-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC DIRECTOR direct 2010-10-01
KLS PROFESSIONAL ADVISORS GROUP, LLC DIRECTOR direct 2010-10-01
KLS PROFESSIONAL ADVISORS GROUP, LLC BOARD MEMBER direct 2010-10-01
BP WEALTH MANAGEMENT, LLC CHAIRMAN OF THE BOARD direct 2014-10-01
BP WEALTH MANAGEMENT, LLC DIRECTOR direct 2014-10-01
BOSTON PRIVATE BANK & TRUST COMPANY MEMBER 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE ASSET MANAGEMENT INC CORPORATION direct 1995-08-01
BOSTON PRIVATE WEALTH LLC MEMBER direct 2014-10-01
BP WEALTH MANAGEMENT, LLC OWNER direct 2014-10-01 2014-10-09
DELL'ORFANO, SCOTT, WILLIAM CHIEF OPERATING OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BANYAN PARTNERS, LLC CHIEF STRATEGIC OFFICER direct 2013-01-01
BOSTON PRIVATE WEALTH LLC CHIEF STRATEGIC OFFICER direct 2014-10-01
BP WEALTH MANAGEMENT, LLC CHIEF STRATEGIC OFFICER direct 2014-11-01
BOSTON PRIVATE WEALTH LLC CHIEF OPERATING OFFICER direct 2015-10-01
KAYE, DAVID, JOHN DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
ANCHOR CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
BINGHAM, OSBORN & SCARBOROUGH LLC MANAGER direct 2011-03-01
BOSTON PRIVATE WEALTH LLC DIRECTOR direct 2014-10-01
SCHWARTZ, GEORGE, GAMPFER DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BP WEALTH MANAGEMENT, LLC DIRECTOR direct 2014-10-01
ANDERSON, THOMAS, KENNETH CHIEF INVESTMENT OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BP WEALTH MANAGEMENT, LLC EXECUTIVE DIRECTOR OF INVESTMENT CONSULTING & COMMUNICATION direct 2014-11-01
BOSTON PRIVATE WEALTH LLC EXECUTIVE MANAGING DIRECTOR OF INVESTMENT CONSULTING & COMMUNICATION direct 2014-11-01
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
GRIFFIN, COREY, ANTHONY CHIEF EXECUTIVE OFFICER AND DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC CHAIRMAN/MANAGER indirect 2002-05-01
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC MANAGER direct 2007-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC DIRECTOR direct 2015-07-01
BOSTON PRIVATE WEALTH LLC CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2015-10-01
THE BOSTON COMPANY ASSET MANAGEMENT LLC DIRECTOR OF MARKETING direct 1994-11-01 2001-01-29
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER AND DIRECTOR OF MANAGER direct 2001-09-01 2002-03-27
THE BOSTON COMPANY ASSET MANAGEMENT LLC PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGER direct 2002-05-01 2005-03-31
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGER direct 2002-05-01 2005-09-09
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2002-05-01 2006-08-02
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2002-05-01 2006-10-05
THE BOSTON COMPANY ASSET MANAGEMENT LLC ELECTED MANAGER indirect 2002-05-01 2006-10-05
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN AND CHIEF EXECUTIVE OFFICER/MANAGER direct 2002-05-01 2007-08-16
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC BOARD MEMBER direct 2006-03-01 2008-01-16
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN/MANAGER direct 2002-05-01 2008-04-25
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC CHAIRMAN/MANAGER direct 2007-10-01 2008-04-25
THE BOSTON COMPANY ASSET MANAGEMENT LLC MANAGER direct 2002-05-01 2011-12-22
BOSTON PRIVATE WEALTH LLC CHIEF OPERATING OFFICER direct 2015-07-01 2015-10-14
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2015-07-01 2016-10-05
BYRON, RICHARD, CARL CHIEF ADMINISTRATIVE OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF ADMINISTRATIVE OFFICER direct 2015-10-01
GAVEN, STEVEN, MICHAEL CHIEF FINANCIAL OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF FINANCIAL OFFICER direct 2016-03-01
KETRI, ADRIAN, NMN CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC CHIEF COMPLIANCE AND RISK OFFICER direct 2017-01-01
BOSTON PRIVATE WEALTH LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 100% OWNER BOSTON PRIVATE BANK & TRUST COMPANY 09/01/1987 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC 100% OWNER indirect 1987-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC 100% EQUITY OWNER OF APPLICANT direct 1997-10-01
BOSTON PRIVATE VALUE INVESTORS, INC. OWNER direct 2001-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2004-02-01
KLS PROFESSIONAL ADVISORS GROUP, LLC MANAGING MEMBER direct 2004-12-01
GIBRALTAR BANK, FSB PARENT CORPORATION direct 2005-10-01
ANCHOR CAPITAL ADVISORS INC MANAGER, MEMBER indirect 2006-06-01
ANCHOR/RUSSELL CAPITAL ADVISORS LLC MANAGER, MEMBER indirect 2006-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC 100% EQUITY OWNER OF BPIM, PUBLIC COMPANY direct 1997-10-01 2001-01-31
WESTFIELD CAPITAL MANAGEMENT CO INC 100% OWNER OF BPIM indirect 1997-10-01 2002-12-11
SAND HILL ADVISORS, INC. PARENT CORPORATION direct 2000-08-01 2007-09-07
DALTON, GREINER, HARTMAN, MAHER & CO., LLC 80% EQUITY OWNER OF APPLICANT direct 2004-02-01 2008-09-25
SAND HILL ADVISORS, LLC MANAGING MEMBER direct 2000-08-01 2009-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01 2009-10-07
COLDSTREAM CAPITAL MANAGEMENT INC SHAREHOLDER direct 2002-12-01 2011-01-26

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