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Boston Private Value Investors, Inc. (Concord)


Boston Private Value Investors, Inc. is a large advisory firm based in Concord. It manages $475.41 million of regulatory assets for 485 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 17 other states.

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Boston Private Value Investors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boston Private Value Investors: assets under management

The assets under management (AUM) of Boston Private Value Investors, Inc. is $475.41 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $471.37 million in discretionary accounts and $4.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $984.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $673.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boston Private Value Investors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boston Private Value Investors, Inc.

Sherwood Thayer Small has been acting as President since 1 Feb 2001. Timothy Sean Lesko joined the executive team most recently as the President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Inc. Boston Private Financial Holdings Owner 1 Feb 2001 75% - 100% 04-2976299
Sherwood Thayer Small President/director 1 Feb 2001 Other 426675
Martha Elizabeth Cottrill Vice president/director 1 Feb 2001 Other 1399313
Charles Michael Hazard Director 1 Feb 2001 Other 240834
John Searle Tamagni Director 1 Feb 2001 Other 442249
Timothy Landon Vaill Vice president/director 1 Feb 2001 Other 4345783
Walter Pressey Vice president/director 1 Feb 2001 Other 4355563
Mark Lavalle Vice president/portfolio manager 1 Feb 2001 Other 2868631
Kenneth George Dewitt Vice president/trader/portfolio manager 1 Feb 2001 Other 66895
Timothy Sean Lesko Director of marketing/portfolio manager 1 Feb 2001 Other 2689504
Kevin Charles Soles Vice president/portfolio manager 1 Feb 2001 Other 1436345
Anne Beth Randall Vice president 1 Feb 2001 Other 2977069
Joseph P. Scalia Vice president 1 Apr 2001 Other 4403426
Edward Richard Goldberg Senior vice president 1 Jun 2002 Other 223908
Richard Bruce Morgan Senior vice president 1 Mar 2003 Other 340041
Carol A. O'reilly Cco/treasurer 1 Jul 2004 Other 4929967
Joseph Henry Cromarty Director 1 Oct 2004 Other 2351673
Martha Elizabeth Cottrill Cco/managing director/director 1 Jul 2005 Other 1399313
Timothy George Dalton Director 1 Jul 2005 Other 1102664
Christopher Montgomery Pope Managing director/director 1 Jan 2006 Other 1259309
Sherwood Thayer Small Chairman/ceo/director 1 Jul 2006 Other 426675
Christopher Montgomery Pope President/managing director/director 1 Jul 2006 Other 1259309
Timothy Sean Lesko Managing director/director 1 Aug 2007 Other 2689504
Richard Bruce Morgan Managing director/director 1 Aug 2007 Other 340041
Michael Lawrence Timm Vice president 1 Feb 2008 Other 847334
Timothy Sean Lesko President 1 Mar 2009 Other 2689504

Based in Concord

The principal office where Boston Private Value Investors, Inc. performs its advisory services is located at 11 South Main St., Concord, NH 03301 4846 The mailing address of the firm is Po Box 2090, Concord, NH 03302 2090. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-226-6600 or by fax 603-226-7200. The normal business hours are 8 a.m.-5 p.m. on Monday - Friday. You can find more information about the New York firm at www.taylor-invest.com.


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