Cabot Properties L.P

CRD#118729
Investment Advisor Firm

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Learn more about Cabot Properties L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Cabot Properties L.P operates as a financial advisory firm located in Boston, Massachusetts. The company has $6.8 billion in total assets over 13 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). It has a large group, including 95 financial advisors. Cabot Properties L.P is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like stocks, bonds and options.

    Cabot Properties L.P administers most of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without requiring client authorization. The firm also administers four non-discretionary accounts with a total of $683.5 million in assets under management. The company administers an average of $521.9 million for each customer account. The typical financial advisor at Cabot Properties L.P manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.

    The company's headquarters is at One Beacon Street, Boston, Massachusetts 2108. It is permitted to provide services to investors across 5 states, including California, Georgia, Illinois, Massachusetts and Texas.

    Assets Under Management

    $6.8 billion

    Number of Advisors

    95

    Disclosures

    No

    Office Location

    One Beacon Street
    Boston, MA 02108

    Cabot Properties L.P by the Numbers

    Total Assets Under Management

    $6.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    106

    National Average: 64
    Total Number of Accounts

    13

    National Average: 375,227
    Average Account Size

    $521.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees usually depend on which services the firm provides the client. However, fees charged by Cabot Properties L.P likely are comprised of any blend of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm provides services to pooled investment vehicles and state or municipal government entities. Out of its 13 customers, Cabot Properties L.P's largest client group by number of accounts is pooled investment vehicles. About 23% of its customers are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Cabot Properties L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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