Company lists · Data refreshed September 2026

Top 25 Pe investment advisors based in Boston, United States

Name: Pe investment advisors based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 71 companies tracked

RevenueBase identified 71 pe investment advisors headquartered in Boston, United States as of September 2026 and tracks 3,545 professional contacts across them, including 1,710 with verified work emails. New York is the largest hub.

This list covers pe investment advisors headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

71Companies

3,545Contacts tracked

1,710Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest pe investment advisors based in Boston, United States

Ranked by team size

Top 25 of 71 pe investment advisors based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to pe investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	TA Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	881 contacts →
	Indirect evidence “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Source: RevenueBase Database · checked Sep 20, 2026
2	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	780 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
3	Nepc, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	463 contacts →
	Partial evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 20, 2026
4	Capstone Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	276 contacts →
	Strong evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 20, 2026
5	Charlesbank Capital Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	236 contacts →
	Partial evidence “Based in Boston and New York City, Charlesbank is a leading middle-market private investment firm with $21.5 billion in assets under management as of 3/31/2026.” Source: RevenueBase Database · checked Sep 20, 2026
6	Congress Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	101 contacts →
	Partial evidence “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Source: RevenueBase Database · checked Sep 20, 2026
7	Gw&k Investment Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Monument Group	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	59 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
9	Welch & Forbes LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	58 contacts →
	Indirect evidence “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Source: RevenueBase Database · checked Sep 20, 2026
10	Anchor Capital Advisors LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	54 contacts →
	Partial evidence “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: RevenueBase Database · checked Sep 20, 2026
11	Versailles Group, LTD	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	49 contacts →
	Partial evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 20, 2026
12	NEW Boston Fund	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	41 contacts →
	Partial evidence “Founded in 1993, New Boston is a real estate investment management firm based in Boston, MA that manages over 1.2 billion dollars in private equity capital on behalf of high net…” Source: RevenueBase Database · checked Sep 20, 2026
13	Solamere Capital, LLC	Indirect evidence	Boston, United StatesHQ checked Sep 20, 2026	11-50	37 contacts →
	Indirect evidence “Founded in 2008, Solamere is a multi-strategy private equity firm with offices in Boston and New York City.” Source: RevenueBase Database · checked Sep 20, 2026
14	Conjoin Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	36 contacts →
	Indirect evidence “The ConJoin Group aligns with Venture Capital and Private Equity firms by investing our own capital,$250M in committed funds, and delivering a suite of services designed to…” Source: RevenueBase Database · checked Sep 20, 2026
15	Shepherd Kaplan Krochuk, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	32 contacts →
	Partial evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 20, 2026
16	Glouston Capital Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	25 contacts →
	Partial evidence “Glouston Capital Partners is a 100% employee-owned private equity investment specialist with more than 30 years of dedicated experience and over $3.4 billion in committed capital…” Source: RevenueBase Database · checked Sep 20, 2026
17	Brighton House Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	24 contacts →
	Partial evidence “Brighton House is a leading placement and advisory firm to global private markets partners.” Source: RevenueBase Database · checked Sep 20, 2026
18	Martingale Asset Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Martingale Asset Management, founded in 1987 and based in Boston, manages equity portfolios for many of the world’s most demanding corporate pension plans, foundations…” Source: RevenueBase Database · checked Sep 20, 2026
19	Essex Investment Management Company, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “Essex Investment Management Company, LLC is an SEC registered investment adviser that manages growth equity portfolios for institutional clients (including corporations…” Source: RevenueBase Database · checked Sep 20, 2026
20	Roseview	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
21	Highfields Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Highfields Capital Management is a value-oriented investment management firm which manages private investment funds for endowments, charitable and philanthropic foundations…” Source: RevenueBase Database · checked Sep 20, 2026
22	Century Equity Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “Century Equity Partners focuses exclusively on making private equity investments in lower middle-market financial services companies.” Source: RevenueBase Database · checked Sep 20, 2026
23	Colchester Partners LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: RevenueBase Database · checked Sep 20, 2026
24	Penobscot Investment Management Company, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 20, 2026
25	JP Marvel Wealth Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “JP Marvel is an SEC-registered investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: pe investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names pe investment advisors.
Partial evidence: Its own public description names part of pe investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pe investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 71 pe investment advisors based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,710 reachable decision-makers.

Free signup · no credit card

View the full list →

Pe investment advisors based in Boston, United States at a glance

As of Sep 20, 2026

48.2%Verified-email coverage

49.9Average contacts per company

1-10Median size (employees)

636.6%Largest-city concentration · New York

Sep 20, 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 71 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pe investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Boston, United States whose own description of what they do matches “pe investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names pe investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among pe investment advisors, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 1,710 across the full list. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Pe investment advisors by metro in the United States

Pe investment advisors in New York452
Pe investment advisors in Chicago102
Pe investment advisors in Miami91
Pe investment advisors in Dallas83
Pe investment advisors in Los Angeles72
Pe investment advisors in Boston71
Pe investment advisors in Houston68
Pe investment advisors in San Francisco64
Pe investment advisors in Atlanta59
Pe investment advisors in Denver37
Pe investment advisors in Austin36
Pe investment advisors in Charlotte32
Pe investment advisors in Newport Beach31
Pe investment advisors in San Diego26

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names pe investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many pe investment advisors are there based in Boston, United States?

RevenueBase identified 71 pe investment advisors headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

TA Associates, headquartered in Boston, tops this list with the largest team on record.

Which city has the most pe investment advisors?

New York leads with 452 headquartered companies, followed by Chicago (102) and Miami (91).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,710 verified decision-maker contacts tracked across these 71 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 71 pe investment advisors based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Pe investment advisors by geography

Browse the directory

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 Smart Search, 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.