1.Boston Trust Walden Company
Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.
Services
Institutional Investment Management
Private Wealth
Impact Investing
Mutual Funds
Contact no:+1 617-726-7250
Address: 1 Beacon St, Boston, MA 02108, United States
Website:https://www.bostontrustwalden.com/
2..Kensington Investment Company
Kensington Investment Company, Inc. (KIC), founded in 1983, is the family office of the Lewis family and a Boston-based investment firm with an international focus. KIC’s primary areas of investment include real estate, direct investments in private companies, and investments in alternative investment vehicles, such as private equity and venture capital funds.
Properties
Sustainability
Available Leasing
Contact no:1 617-790-3900
Address:347 Congress St, Boston, MA 02210, United States
Website:https://www.kicboston.com/
3,Summit Partners
Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs to help them accelerate their growth and achieve dramatic results.
Since then, Summit has become the investment partner of choice for many of the best growth companies in the world. We’ve grown to a team of more than 100 investments professionals, led by 27 Managing Directors whose tenures average 14 years with Summit. We have the capital and team to support your growth initiatives.
Growth equity for exceptional entrepreneurs: your skill, ingenuity and perseverance have already made your business a success. Our capital, expertise and resources can take you further.
COMPANIES
Technology
Healthcare & Life Sciences
Growth Products & Services
A-Z List of Investments
Contact no:+1 617-824-1000
Address:222 Berkeley St 18th floor, Boston, MA 02116, United States
Website:https://www.summitpartners.com/
4.Trillium Asset Management
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Equity Strategies
Fossil Fuel Free Core FFF
ESG Global Equity FFF
Sustainable Opportunities FFF
All Cap Core
Large Cap Core
Small/Mid Cap Core
Growth and Income
Contact no: +1 617-423-6655
Address: 60 South St, Boston, MA 02111, United States
Website:https://www.trilliuminvest.com/
5.Long Wharf Capital
Formed in 2011, we are an entrepreneurial real estate firm with a deep investment history. The individuals on our team have invested throughout the peaks and troughs of economic and property market cycles over 25+ years in the business. And in that time we’ve earned our reputation one client at a time, one partner at a time.
We’ve spent two decades building trusting and rewarding relationships. Our experience and reputation help us forge new connections that can become lasting client and partner relationships critical to our long-term success.
INVESTMENTS
Long Wharf’s investments are based on finding value in underappreciated situations — opportunities we uncover based on our team’s vast network of contacts and partnerships in the industry and unique market insights from years of experience.
Contact no: +1 617-250-7260
Address:1 Federal St 26th floor, Boston, MA 02110, United States
Website:https://longwharf.com/
6,The Boston Company Asset Management
BNY Mellon Investment Management to Enhance the Specialist Investment Capabilities of Insight, Newton and Dreyfus Cash Investment Strategies.
Mellon’s market-tested leadership team and investment professionals work in partnership to deliver the insights and strategies to help clients navigate increasingly complex markets and challenges.
STRATEGIES
Index
Equity
Fixed Income
Multi-Asset
Liquidity
Alternatives
Solutions
Contact no:1 617-722-7029
Address:BNY Mellon Center, 1 Boston Place, Boston, MA 02108, United States
Website:https://www.mellon.com/
7.Frontier Capital Management Co LLC
Frontier is a Boston-based boutique investment management firm. We manage $13.7 billion (as of December 31, 2020) across five strategies on behalf of global institutional investors. Our only business is the management of our clients’ assets which allows us to focus on delivering superior results.
Frontier was founded in 1980 and has managed U.S. equity portfolios utilizing fundamental research and bottom-up stock selection since inception. We have developed an expertise in U.S. small and mid cap equity investing which comprises nearly 100% of our total assets under management.
In 2000, we partnered with Affiliated Managers Group, Inc. (“AMG”), a global asset management company with equity interest in leading boutique investment firms. Through this partnership, we retain our operational and investment autonomy and direct equity ownership across successive generations while leveraging the access to the scale and resources of a large organization.
INVESTMENT PHILOSOPHY
INVESTMENT PROCESS
INVESTMENT STRATEGIES
SMALL CAP GROWTH
SMALL CAP VALUE
FOCUS
CAPITAL APPRECIATION
MID CAP GROWTH
Contact no:+1 617-261-0777
Address: 99 Summer St # 1900, Boston, MA 02110, United States
Website:https://www.frontiercap.com/
8.Calkain Companies LLC
Avison Young’s U.S. Net Lease Group was established in 2020 and is led by industry pioneer, Jonathan Hipp. This strategic addition provides a net lease service line on Avison Young’s global commercial real estate platform.
Washington, D.C. – John Kevill, Avison Young Principal and President of U.S. Capital Markets, announced today the strategic addition of net lease industry pioneer Jonathan Hipp, who joins the firm as Principal, based in Washington, D.C.
Hipp, CEO and founder of Calkain Companies, will lead Avison Young’s U.S. net lease efforts. Hipp brings 15 years of leadership in shaping the net lease marketplace throughout the United States on the back of strong research insights and marketing acumen. He will be joined at Avison Young by members of his Calkain team.
Services
NET LEASE BROKERAGE
1031 EXCHANGES
CAPITAL MARKETS
SALE-LEASEBACKS
Contact no:+1 617-261-8584
Address: 101 Federal St #1900, Boston, MA 02110, United States
Website:https://avisonyoungnetlease.com/
9.Qualivian Investment Partners
Qualivian Investment Partners (QIP) is a private limited partnership founded in 2017 to provide long-term equity investors a focused alternative to the traditional asset management model. Based in Boston and co-founded by Aamer Khan, CFA, and Cyril Malak, QIP takes a “private equity approach to public markets” by owning primarily US-based companies in concentration for the long term. QIP seeks to invest in stocks that are “Quality Compounders” with wide moats, sustainable competitive advantages, free cash flow generation, and shareholder-friendly management teams that rationally reinvest back in the business at rates of return well in excess of their cost of capital. Companies that possess all these qualities are rare so QIP buys them in concentration and holds them for years, allowing their intrinsic value to compound over time.
Contact no: +1 617-977-6100
Address:: 84 State St #920, Boston, MA 02109, United States
Website:https://www.qualivian.com/
10.AEW Capital Management
Sitting in the lobby of AEW’s Boston office is the front end of an Edsel. People, especially clients, often ask about why it is there. Peter Aldrich, one of AEW’s Founders, bought the 1950 relic and placed it in the lobby because he believed it was a great way to let visitors know it would be wise not to stereotype the AEW organization or the people within it. More importantly, though, the Edsel is there to illustrate the dangers of organizational hubris. The Ford Motor Company, one of America’s most successful organizations, did not listen to their customer when they designed it, and the car was considered a colossal failure. Having the Edsel in the lobby is a constant reminder for all of us to listen to our clients, and to always put them first.
BY STRATEGY
Core Strategies
Core Plus & Value-Add Strategies
Opportunistic Strategies
Real Estate Securities Strategies
Debt & Capital Markets
Separate Accounts & Transferred Assets
Contact no: +1 617-261-9000
Address:2 Seaport Ln, Boston, MA 02210, United States
Website:https://www.aew.com/