S & Co, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 110026
- Registered since
- November 10, 1988
- Custodians
- FIDUCIARY TRUST COMPANY INTERNATIONAL
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.02%
- Pooled Investment Vehicles33.44%
- Charitable Organizations6.92%
- Individuals0.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
S & Co, Inc. is a privately owned corporation that provides advisory services to both individuals/families and institutional clients. The firm has been SEC-registered since 1988 and bills clients on a percentage-of-AUM basis. Core advisory activities include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third-party advisers — reflecting a mix of in-house portfolio management and outsourced manager allocation. The firm does not identify as an active ESG investor, is not multi-state registered, and is classified as an "Other Fund Provider."
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Private Funds36%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1John Stiles
Chief Compliance Officer and Vice PresidentCRD 5643992
Contacts
3 of 7Jeffrey Thompson
Senior Vice President & DirectorCRD 6899991
Neil Thompson
Director, ChairmanCRD 4351209
Thomas Quirk
Senior Vice President & DirectorCRD 1265747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$99.1M in ETFs
95%
$94M
0%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $29.7M | 80,565 | 29.94% |
Location
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
- 50 Congress St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Sverica Capital Management
RIABoston, MA
Nichols & Pratt Advisers LLP
RIABoston, MA
Moody, Lynn, Lieberson & Walker, LLC
RIABoston, MA
Yellow Wood Partners
RIABoston, MA
Anchor Capital Advisors LLC
RIABoston, MA
Marcus Partners, LLC
RIABoston, MA