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They include 302 high-net-worth individuals, 58 individual clients and 17 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does S & Co. offer?","answer":"S & Co. provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does S & Co. use?","answer":"S & Co.’s separately managed account assets are held at Fiduciary Trust Company (Boston, MA), with $2.41B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does S & Co. have?","answer":"S & Co. has 0 investment adviser representatives registered with state securities authorities, out of 15 employees, and 6 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 S & Co. invest in?","answer":"At the end of its last fiscal year, S & Co.’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 36% pooled vehicles (private funds and similar), 10% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. It advises 6 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":"Who owns S & Co.?","answer":"S & Co.’s direct owners are Neil Thompson, George Saltonstall, Matthew Megargel, George Jeppson, Jeffrey Thompson, Thomas Quirk and Brian McCarthy, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does S & Co. get paid?","answer":"S & Co. is paid through a percentage of assets under management. 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":"How do I contact S & Co.?","answer":"S & Co.’s main office is at 50 Congress Street, Room 800, Boston, MA 02109. 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