S &
Asset Manager SEC-registered adviser
Legal name: S & Co., Inc.
Boston, MA
AUM
$2.5B
Regulatory AUM
Private funds
6
Other 6
Private fund assets
$821.2M
Gross asset value
Employees
15
Last Form D raise
—
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(8)
Owners and executive officers named on the firm's SEC Form ADV.
B
G
G
J
J
M
N
T
Funds(6)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| S & Co. Special Equity Fund, LLC | Other | $326.3M | — | — | — | |
| S & Co. Investment Fund IV, LLC | Other | $154.5M | — | — | — | |
| S & Co. Health Sciences Fund, LLC | Other | $142.8M | — | — | — | |
| S & Co. International Fund, LLC | Other | $116.7M | — | — | — | |
| S & Co. Opportunity Fund, LLC | Other | $67.5M | — | — | — | |
| S & Co Environmental Sustainability Fund | Other | $13.4M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 110026
- SEC file number
- 801-33273
Sources
- SEC Form ADV Oct 14, 2026