B
Bowditch Advisory Services, LP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,000,000
Clients
3
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$7,333,333
About
Bowditch Advisory is an independent registered investment adviser that provides discretionary investment management and financial planning to a small client base consisting of trusts, small businesses, families and high‑net‑worth individuals. Its services include separately managed account solutions and ongoing portfolio monitoring and rebalancing tailored to clients’ stated objectives, risk tolerances and liquidity needs.
The firm employs a client‑centric SMA approach that combines quantitative equity models with systematic strategies and adapts allocations as market conditions and client circumstances change. It also offers managed futures and options overlay programs intended to provide diversification and access to volatility premia, and presents these strategies as suitable primarily for qualified investors because of their use of leverage and long/short positions.
What sets the firm apart from many peers is its registration as a Commodity Trading Advisor and the availability of individual‑account systematic futures trading and futures overlay capabilities, which are uncommon among small independent advisers. The adviser also uses performance‑based fee arrangements for qualifying clients and maintains a compact, boutique client roster, indicating a focus on qualified or high‑net‑worth relationships rather than a broad retail individual clientele.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.55% $20,000,001+: 0.40%
$225 per hour for financial planning services, billed biweekly in arrears.
5% to 25% of annual net profits for qualified clients, billed quarterly in arrears.
Fee-only: Investment management fees between 0.4% to 1.5% based on AUM, billed quarterly in arrears.
Main office location
Bowditch Advisory Services, LP
Boston MA, United States
Number of offices
1
Most active in
Bowditch Advisory Services, LP has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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