Daintree Advisors LLC

Overview

Daintree Advisors LLC was the Form ADV primary business name for an investment adviser identified by CRD number 153197 and SEC file number 801-71166.¹ The firm’s principal office was in Boston, Massachusetts, and it reported one additional investment advisory office.¹ Its Form CRS described the firm as serving high net worth retail investors through investment advisory and financial planning services.²

History

Cerity Partners announced on March 1, 2022 that it had merged with Boston based Daintree Advisors.³ The combined firm was to operate under the Cerity Partners name.³ The announcement stated that Daintree was established in 2010 and served individuals and families throughout New England and across the country.³ Daintree’s former website states that the firm has merged with Cerity Partners and directs prospective clients to Cerity Partners.⁴

Timeline

1. 2010The announcement stated that Daintree was established in 2010 and served individuals and families throughout New England and across the country.
2. 2022Cerity Partners announced on March 1, 2022 that it had merged with Boston based Daintree Advisors.

Leadership

The supplied sources do not identify named Daintree leaders and titles.¹²³⁴

Services

Daintree reported financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, educational seminars and workshops, and trust or administrative services.¹ Its Form CRS identified retirement planning, tax planning, philanthropy, and estate planning as examples of planning work.² The merger announcement described an integrated approach involving risk management, financial and estate planning, cash flow management, tax planning, and investment advisory services.³

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client focus

The Form ADV reported 266 high net worth individual clients.¹ It also reported that zero percent of clients were non United States persons.¹ Form CRS stated that clients with 20 million dollars to 100 million dollars or more could receive family office services such as sophisticated trust and estate services and bill payment.²

Investment philosophy and approach

The merger announcement described Daintree’s approach as integrating risk management, financial planning, estate planning, cash flow management, tax planning, and investment advisory services.³

Assets and minimums

As of June 28, 2021, Daintree reported 1.311912 billion dollars in regulatory assets under management across 1,386 accounts.¹ Of that amount, 1.290452 billion dollars was discretionary and 21.460 million dollars was nondiscretionary.¹ The filing attributed 1.311912 billion dollars to high net worth individual clients.¹ Form CRS identified a family office service range for clients with 20 million dollars to 100 million dollars or more.²

FAQs

Related resources

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  Profiles for Diversified Financial Management, Ballentine Partners, and Battery Global Advisors provide additional points of comparison on this site. Reviewing their stated services, client focus, and locations can help a family or business owner frame questions when evaluating firms connected with investment management and broader planning needs.

Sources

1. SEC Form ADV , as of June 28, 2021.
2. Form CRS , as of March 2021.
3. Cerity Partners merger announcement , accessed October 23, 2026.
4. Daintree Advisors , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.