Boston Private Value Investors, Inc. (Concord)

Name: Boston Private Value Investors, Inc.
Address: 11 South Main St., Concord, NH, 03301 4846
Telephone: 603-226-6600

Boston Private Value Investors, Inc. is a large advisory firm based in Concord. It manages $475.41 million of regulatory assets for 485 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 17 other states.

Boston Private Value Investors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boston Private Value Investors: assets under management

The assets under management (AUM) of Boston Private Value Investors, Inc. is $475.41 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $471.37 million in discretionary accounts and $4.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $984.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $673.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boston Private Value Investors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boston Private Value Investors, Inc.

Sherwood Thayer Small has been acting as President since 1 Feb 2001. Timothy Sean Lesko joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Boston Private Financial Holdings	Owner	1 Feb 2001	75% - 100%	04-2976299
Sherwood Thayer Small	President/director	1 Feb 2001	Other	426675
Martha Elizabeth Cottrill	Vice president/director	1 Feb 2001	Other	1399313
Charles Michael Hazard	Director	1 Feb 2001	Other	240834
John Searle Tamagni	Director	1 Feb 2001	Other	442249
Timothy Landon Vaill	Vice president/director	1 Feb 2001	Other	4345783
Walter Pressey	Vice president/director	1 Feb 2001	Other	4355563
Mark Lavalle	Vice president/portfolio manager	1 Feb 2001	Other	2868631
Kenneth George Dewitt	Vice president/trader/portfolio manager	1 Feb 2001	Other	66895
Timothy Sean Lesko	Director of marketing/portfolio manager	1 Feb 2001	Other	2689504
Kevin Charles Soles	Vice president/portfolio manager	1 Feb 2001	Other	1436345
Anne Beth Randall	Vice president	1 Feb 2001	Other	2977069
Joseph P. Scalia	Vice president	1 Apr 2001	Other	4403426
Edward Richard Goldberg	Senior vice president	1 Jun 2002	Other	223908
Richard Bruce Morgan	Senior vice president	1 Mar 2003	Other	340041
Carol A. O'reilly	Cco/treasurer	1 Jul 2004	Other	4929967
Joseph Henry Cromarty	Director	1 Oct 2004	Other	2351673
Martha Elizabeth Cottrill	Cco/managing director/director	1 Jul 2005	Other	1399313
Timothy George Dalton	Director	1 Jul 2005	Other	1102664
Christopher Montgomery Pope	Managing director/director	1 Jan 2006	Other	1259309
Sherwood Thayer Small	Chairman/ceo/director	1 Jul 2006	Other	426675
Christopher Montgomery Pope	President/managing director/director	1 Jul 2006	Other	1259309
Timothy Sean Lesko	Managing director/director	1 Aug 2007	Other	2689504
Richard Bruce Morgan	Managing director/director	1 Aug 2007	Other	340041
Michael Lawrence Timm	Vice president	1 Feb 2008	Other	847334
Timothy Sean Lesko	President	1 Mar 2009	Other	2689504

Based in Concord

The principal office where Boston Private Value Investors, Inc. performs its advisory services is located at 11 South Main St., Concord, NH 03301 4846 The mailing address of the firm is Po Box 2090, Concord, NH 03302 2090. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-226-6600 or by fax 603-226-7200. The normal business hours are 8 a.m.-5 p.m. on Monday - Friday. You can find more information about the New York firm at www.taylor-invest.com.