S & Co., Inc. is a large advisory firm based in Boston. It manages $1.46 billion of regulatory assets for 274 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Connecticut, Maine, Massachusetts, and New York.
S & Co. provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment advice to individual trustees of revocable and irrevocable trusts.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
S & Co.: assets under management
The assets under management (AUM) of S & Co., Inc. is $1.46 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.46 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.34 million each.
S & Co. has custody of $1.45 billion in cash and securities for 271 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 44% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 34% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.
