Boylston Capital Management

Overview

Boylston Capital Management is a small, sole-proprietor RIA that focuses on discretionary portfolio management for individuals, families and small businesses. The firm’s stated preference is equities: its portfolio mix is heavily weighted to exchange-traded securities and mutual funds, and it charges clients a percentage-of-AUM advisory fee. Boylston is not positioned as an ESG investor and does not appear to operate across multiple states; its business is centered on straightforward wealth-management services rather than institutional or pension consulting. Investment activity is pragmatic and equity-focused. Publicly reported asset allocation shows a majority exposure to exchange-traded equities, with additional allocations to traditional pooled vehicles such as mutual funds and annuities. The firm also uses third-party managers for alternative strategies—private equity, hedge funds and managed futures—indicating a willingness to layer illiquid and hedge-oriented exposures into client portfolios where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices