CABOT PROPERTIES L.P.

RIASEC RegisteredEst. 2001
Total AUM
$9.1B
Discretionary
$8B
87% of AUM
Avg account
$759M
Accounts
12
Employees
157
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
118729
Registered since
December 7, 2001
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.91%
  • State / Municipal Government4.09%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cabot Properties L.P. is a limited partnership formed as a real estate investment manager that primarily serves institutional clients. The firm is SEC-registered since 2001 and operates as an adviser and sponsor/GP for pooled investment vehicles. Its advisory activity centers on portfolio management for pooled funds and for institutional or business clients. Fee arrangements include asset-based fees, flat fees and incentive/performance fees. Cabot reports that it is not an active ESG investor and is not classified as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • BRADFORD OTIS

    Chief Operating OfficerCRD 2909991

  • ALISON BERNARD

    Chief Financial OfficerCRD 6127938

  • FRANZ COLLOREDO-MANSFELD

    Chairman and Chief Executive OfficerCRD 1559347

Unlock 2 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Beacon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth