Boston Private Financial, Inc. is a holding company located in Boston, Massachusetts. The company owns a number of financial services related firms across the country that, together, comprise the Boston Private Wealth Management Group. In late November the company announced that it would participate in the Treasury Department’s Capital Purchase Program, and would receive $154 million under the program. The company began in 1986 as Boston Private Bank & Trust.

Boston Financial has recently been discussed as a company that Morgan Stanley may acquire in its bid to enter the retail banking sector. As recently as September, Boston Financial received a $75 million investment from The Carlyle Group.  

9-30-2008 Boston Private 10-Q

6-30-2008 Boston Private 10-Q

3-31-2008 Boston Provate 10-Q

2007 Boston Private 10-K Amendment to Annual Report

2007 Boston Private 10-K Annual Report

► Federal contracts

No federal contracts found

► Lobbying reports (if any)

►Political Contributions

Center for Responsive Politics  (last accessed 12/5/2008)

► Related Articles

December 1, 2008 Morgan Stanley Blitzes Into Banking (Wall Street Journal)

December 1, 2008 Morgan Stanley may acquire retail banks (The Deal)

December 3, 2008 Carlyle Group to cut 10% of staff, close Menlo Park (Silicon Valley / San Jose Business Journal)

November 26, 2008 FDIC Lets Firms Without Charters Bid for Bank Assets (Bloomberg)

November 19, 2008 Boston Private Financial Holdings Receives Preliminary Approval to Participate in U.S. Treasury TARP Capital Purchase Program (MarketWatch)

November 19, 2008 Boston Private Financial Holdings to get aid (Boston Business Journal)

October 23, 2008 Boston Private Financial Holdings Inc. Q3 2008 Earnings Call Transcript (Seeking Alpha)

September 30, 2008 Boston Private Financial Holdings Completes $75 Million Investment By The Carlyle Group (BusinessWire Press Release)

Last Updated December 5, 2008