Company lists · Data refreshed September 2026

Top 25 Alternative asset consulting firms based in Boston, United States

Name: Alternative asset consulting firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 81 companies tracked

RevenueBase identified 81 company matches for alternative asset consulting firms associated with Boston, United States as of September 2026 and tracks 2,700 professional contacts across them, including 1,536 with verified work emails. Across the United States, New York is the largest hub for this category (500 companies); Boston has 81.

This list covers company matches for alternative asset consulting firms associated with Boston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

81Companies

2,700Contacts tracked

1,536Verified emails

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The 25 largest alternative asset consulting firms based in Boston, United States

Ranked by team size

Top 25 of 81 company matches for alternative asset consulting firms based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	201-500	780 contacts →
	Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	201-500	463 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Audax Group	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	201-500	222 contacts →
	Exact match “Founded in Audax Group is a leading alternative investment manager based in Boston.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Boston Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	189 contacts →
	Exact match “For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Weiss Asset Management	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	150 contacts →
	Exact match “For over 30 years, Weiss Asset Management has developed proprietary value-based investment strategies designed to deliver high risk-adjusted returns to our investors, who include…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Congress Asset Management	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	101 contacts →
	Exact match “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Breckinridge Capital Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	100 contacts →
	Exact match “Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Gw&k Investment Management	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	100 contacts →
	Exact match “Founded in 1974, GW & K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Monument Group	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	59 contacts →
	Exact match “Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Anchor Capital Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	54 contacts →
	Exact match “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Lmcg Investments, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	48 contacts →
	Exact match “LMCG Investments, LLC (“LMCG” or the “firm”) is an independent investment management firm with offices in Boston and New York focused on Alternative Investments and Wealth…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Battery Global Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	38 contacts →
	Exact match “Battery Global Advisors is an independent investment manager.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Shepherd Kaplan Krochuk, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	32 contacts →
	Exact match “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Brighton House Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	1-10	24 contacts →
	Exact match “Brighton House is a leading placement and advisory firm to global private markets partners.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Highland Strategy Group	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	19 contacts →
	Exact match “Highland Strategy Group is a consulting firm that provides strategic support and transaction advisory services to private equity firms, management teams, and investment banks.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Roseview	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Roseview is a commercial real estate investment management and advisory firm with a long history as trusted advisors to private equity investors and property owners.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Colchester Partners LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	14 contacts →
	Exact match “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	14 contacts →
	Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Aureus Asset Management	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Boston Financial Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “We dedicate ourselves to wealth management for individuals, their families and endowments.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Purefi Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Port ONE Companies	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	1-10	9 contacts →
	Exact match “Port One Companies is a Massachusetts-based Real Asset Advisory® firm offering integrated services in development, design, consulting, and portfolio optimization.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Shepherd Kaplan LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	51-200	9 contacts →
	Exact match “Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Clarendon Private	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “Clarendon Private is a Boston-based investment and wealth management company.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “alternative asset consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 81 alternative asset consulting firms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 1,536 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Alternative asset consulting firms based in Boston, United States at a glance

As of Sep 27, 2026

56.9%Verified-email coverage

33.3Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 81 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Boston, United States whose business descriptions match “alternative asset consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 1,536 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Alternative asset consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “alternative asset consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many alternative asset consulting firms are there based in Boston, United States?

RevenueBase identified 81 company matches for alternative asset consulting firms associated with Boston, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

GMO tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most alternative asset consulting firms?

New York leads the United States with 500 company records, followed by Chicago (109) and Miami (107). Boston has 81.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,536 professional contacts with verified work emails tracked across these 81 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.