U.S. Boston Capital Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$347,015,431
Clients
92
Advisors
3
across 2 offices
About
U.S. Boston Capital Corporation serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans, providing portfolio review and construction, ongoing investment management, financial planning, retirement plan advisory, and strategic business consulting. In addition to advisory services, the firm is a registered broker‑dealer and offers placement and distribution services for private placements and affiliated mutual funds.
The firm emphasizes customized asset allocation and diversified exposure through mutual funds, ETFs, and alternative or private investments, with attention to tax considerations and periodic monitoring and rebalancing. While U.S. Boston develops and reviews investment strategies for clients, it reports that nearly all assets are managed on a non‑discretionary basis, so trades are generally implemented only with client approval.
Distinctive features include its long‑standing broker‑dealer registration and affiliations with other investment advisers that sponsor and manage proprietary funds (Pear Tree Advisors and Pear Tree Partners), as well as its role as distributor and placement agent for those affiliated funds. The firm also manages an amount of assets that is large relative to its single‑advisor structure (over $350 million), a combination of scale, fund‑sponsoring activity, and non‑discretionary account management that is uncommon among similarly supported firms.
Client services
Expertise
Occupation focus
Fee options
Consulting services fixed fees typically range from $1,000 to $50,000, negotiated based on scope.
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.25% Over $50,000,000+: 0.10%
Certain advisory persons are registered representatives and receive commissions separately from advisory fees.
Hourly fees ranging from $150 to $600 depending on scope and complexity.
Minimum fee: Minimum annual fees are negotiable and can be waived at the firm's discretion. Fee-only: Advisory fees based on assets under management; no commissions on advisory assets.
Main office
See officeLincoln North
Lincoln MA 01773
Advisors at this office
2
Most active in
Florida · Massachusetts · New Hampshire · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Advisors at this firm
John M
Series 66
Lincoln, MA
U.S. Boston Capital Corporation
John McClellan is a financial advisor at U.S. Boston Capital Corporation with nine years of industry experience. He holds the Series 66 designation and has been with the firm since 2016. Mr. McClellan is also Principal of Pear Tree Partners LP and serves as a board member or observer for several companies in technology and life sciences fields. U.S. Boston Capital Corporation provides investment management, financial planning, and retirement advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.
Caleb P
Series 63, Series 66
Lincoln, MA
U.S. Boston Capital Corporation
Caleb Powers is a financial advisor with U.S. Boston Capital Corporation, holding Series 63 and Series 66 licenses and having four years of industry experience. His background includes roles at Green Banana SEO, Pear Tree Partners LP, Mansfield Sales Partners, and other firms dating back over a decade. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with portfolio review, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation and diversified exposure across mutual funds, ETFs, and alternative investments, typically managing assets on a non-discretionary basis with client approval for trades.
Alina M
Series 65, Series 63
Newton, MA
U.S. Boston Capital Corporation
Alina Monisov is a financial advisor at U.S. Boston Capital Corporation with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Pear Tree Partners LP and Winslow Wealth Management, LLC among other firms. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with services including portfolio review, investment management, financial planning, and strategic business consulting. The firm emphasizes customized asset allocation and diversified exposure through mutual funds, ETFs, and alternative investments, typically managing assets on a non-discretionary basis.
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