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They include 718 high-net-worth individuals, 78 individual clients, and 32 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Foster Dykema Cabot & Partners offer?","answer":"Foster Dykema Cabot & Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, family office services, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Foster Dykema Cabot & Partners charge?","answer":"Foster Dykema Cabot & Partners charges 0.65%–1.00% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and requires an account of at least $20,000,000.","source":"2026 FDC FORM ADV PART 2A (3.27.26), filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Foster Dykema Cabot & Partners use?","answer":"Foster Dykema Cabot & Partners’ separately managed account assets are held at Fidelity Investments (Boston, MA), with $1.76B and JPMorgan Chase (New York, NY), with $375M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Foster Dykema Cabot & Partners have?","answer":"Foster Dykema Cabot & Partners has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Foster Dykema Cabot & Partners invest in?","answer":"At the end of its last fiscal year, Foster Dykema Cabot & Partners’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 7% other, 6% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% state and local bonds. The 7% other category is described as: Real Estate, Family Holdings. It advises 8 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Foster Dykema Cabot & Partners have a minimum investment?","answer":"Yes, Foster Dykema Cabot & Partners’ minimum account size for its Standard fee schedule is $20M.","source":"2026 FDC FORM ADV PART 2A (3.27.26), filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Foster Dykema Cabot & Partners?","answer":"Foster Dykema Cabot & Partners is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Foster Dykema Cabot & Partners get paid?","answer":"Foster Dykema Cabot & Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Foster Dykema Cabot & Partners registered with the SEC?","answer":"Yes, Foster Dykema Cabot & Partners has been registered with the SEC as an investment adviser since 12 February 2019. Its CRD number is 300282 and its SEC file number is 801-114693.","source":"Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Foster Dykema Cabot & Partners?","answer":"Foster Dykema Cabot & Partners’ main office is at 1075 Main Street Suite 200, Waltham, MA 02451. Its phone number is 617-423-3900. 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