Balance Sheet Highlights
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
Charter Financial Corporation Seller Discontinued 7/1/2007
First State Bancorp Seller Discontinued 2/17/2004
Relationships Role Relationship Start Relationship End
Boston Private Bank & Trust Company Subsidary 7/1/1988
Bingham, Osborn & Scarborough Llc Subsidary 8/11/2004
Dalton, Greiner, Hartman, Maher & Co Subsidary 2/6/2004
Kls Professional Advisors, Llc Subsidary 1/20/2010
Boston Private Capital Trust Ii Subsidary 6/30/2007
Boston Private Capital Trust I Subsidary 6/30/2007
Anchor Capital Holdings Llc Subsidary 6/1/2006
Boston Private (Pa) Corporation Subsidary 7/1/2007 8/10/2015
Charter Financial Trust I Subsidary 7/1/2007 1/30/2014
First State (Ca) Statutory Trust I Subsidary 6/30/2007 10/1/2013
Gibralter Financial Statutory Trust I Subsidary 6/30/2007 8/1/2013
First Private Bank & Trust Subsidary 2/17/2004 5/27/2011
Borel Private Bank & Trust Company Subsidary 11/30/2001 5/27/2011
Charter Private Bank Subsidary 7/1/2007 5/27/2011
Bpfh Manager, Llc Subsidary 12/28/2001 1/30/2011
Coldstream Holdings, Inc. Subsidary 12/17/2002 1/27/2011
Kls Professional Advisors, Llc Subsidary 12/31/2004 1/19/2010
Gibraltar Private Bank & Trust Co. Subsidary 6/30/2007 9/17/2009
Rinet Company, Llc Subsidary 12/28/2001 9/16/2009
Sand Hill Advisors, Inc. Subsidary 11/16/2007 6/30/2009
Boston Private Value Investors, Inc. Subsidary 6/30/2007 4/1/2009
Sand Hill Advisors, Inc. Subsidary 6/30/2007 11/15/2007
Banc Support Inc. Subsidary 7/1/2007 10/23/2007
Gibraltar Private Bank & Trust Co. Subsidary 10/1/2005 6/29/2007
Sand Hill Advisors, Inc. Subsidary 8/31/2000 6/29/2007
Boston Private Value Investors, Inc. Subsidary 2/28/2001 6/29/2007
First State (Ca) Statutory Trust I Subsidary 2/17/2004 6/29/2007
Gibralter Financial Statutory Trust I Subsidary 10/1/2005 6/29/2007
Boston Private Capital Trust Ii Subsidary 9/23/2005 6/29/2007
Boston Private Capital Trust I Subsidary 10/5/2004 6/29/2007
Boston Private Investment Management, Inc. Subsidary 10/31/1997 12/27/2001
Rinet Company, Inc. Subsidary 10/15/1999 12/27/2001
Kanon Bloch Carre B*B Subsidary 10/1/2001 10/1/2001
E.R. Taylor Investments, Inc. Subsidary 2/27/2001 2/27/2001
Financial Highlights Boston Private Financial Holdings, Inc.
Total Assets 910