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CABOT PROPERTIES L.P.

BOSTON, MA · CRD 118729 · IAPD ↗ · cabotprop.com · 617-723-7400

$9.11BRegulatory AUM
134Advisory reps
157Employees
0Clients
n/aPlanning clients
10Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — CABOT PROPERTIES L.P. grew from 118 to 134 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2025 — CABOT PROPERTIES L.P. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — CABOT PROPERTIES L.P. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CABOT PROPERTIES L.P. grew from 100 to 118 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — CABOT PROPERTIES L.P. grew from 95 to 100 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.