Cabot Properties L.P
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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
Number of Advisors
Disclosures
Office Location
Cabot Properties L.P by the Numbers
$6.8 billion
106
13
$521.9 million
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
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
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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