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Boston Asset Management Association Inc — Receipts Report
Client
Lobbying client · LD-2 disclosures
Boston Asset Management Association Inc Massachusetts
82 filings from 5 registrants · 2014–2024 · latest filed Jul 22, 2024
Reported on its behalf
$2.6M
every LD-2 on file
Its own filed spend
$0
lobbying for itself
Fees to outside firms
$2.6M
across every firm on file
Spend over time Every filing period on record, as reported. One column per filed period — a period with no column is a period with no filing, not a zero.
Q2 2014 · $8K · 1 filing Q3 2014 · $40K · 2 filings Q4 2014 · $40K · 2 filings Q1 2015 · $60K · 2 filings Q2 2015 · $60K · 2 filings Q3 2015 · $60K · 2 filings Q4 2015 · $60K · 2 filings Q1 2016 · $60K · 2 filings Q2 2016 · $90K · 2 filings Q3 2016 · $80K · 3 filings Q4 2016 · $60K · 2 filings Q1 2017 · $150K · 2 filings Q2 2017 · $100K · 2 filings Q3 2017 · $100K · 2 filings Q4 2017 · $100K · 2 filings Q1 2018 · $100K · 2 filings Q2 2018 · $100K · 2 filings Q3 2018 · $100K · 2 filings Q4 2018 · $100K · 2 filings Q1 2019 · $60K · 2 filings Q2 2019 · $60K · 2 filings Q3 2019 · $60K · 2 filings Q4 2019 · $60K · 2 filings Q1 2020 · $60K · 2 filings Q2 2020 · $60K · 2 filings Q3 2020 · $60K · 2 filings Q4 2020 · $60K · 2 filings Q1 2021 · $60K · 2 filings Q2 2021 · $60K · 2 filings Q3 2021 · $60K · 2 filings Q4 2021 · $60K · 2 filings Q1 2022 · $60K · 2 filings Q2 2022 · $50K · 2 filings Q3 2022 · $50K · 2 filings Q4 2022 · $50K · 2 filings Q1 2023 · $50K · 2 filings Q2 2023 · $50K · 2 filings Q3 2023 · $50K · 2 filings Q4 2023 · $50K · 2 filings Q1 2024 · $0 · 2 filings Q2 2024 · $0 · 2 filings $0 $50K $100K $150K '14 '15 '16 '17 '18 '19 '20 '21 '22 '23 '24
Basis · Amendments and terminations supersede the original report for the same registrant, client and period, so a revised quarter is counted once at its latest filed value. Registration-only filings carry no activity money and are excluded from these totals.
Who lobbies for them Every outside firm that has filed on this client's behalf, by fees reported.
What they lobby on Issue areas declared on the filings, ranked by how many filings name each one.
Financial Institutions/Investments/Securities
FIN
80 filings
$2.6M on those filings
31 filings
$960K on those filings
Taxation/Internal Revenue Code
Who did the lobbying Every lobbyist named on this client's filings.
James W Segel James W Segel LLC 40 filings through 2024 David Tamasi Chartwell Strategy Group LLC 27 filings through 2024 Oswaldo J Palomo Chartwell Strategy Group LLC Covered position: L.A., Rep. Walsh, Staff Assistant, Rep. Walsh27 filings through 2024 Oswaldo J Palomo Tremont Strategies Group LLC (F/K/A Ads Ventures) Covered position: L.A., Rep. Walsh; Staff Assistant, Rep. Walsh9 filings through 2016
The filings The 20 most recent of 82 filings. Every figure above is built from these records.
Period Registrant Type Reported Record 2nd Quarter (Apr 1 - June 30) 2024 James W Segel LLC 2nd Quarter - Termination (No Activity) — Filing · LD-2 ↗ 2nd Quarter (Apr 1 - June 30) 2024 Chartwell Strategy Group LLC 2nd Quarter - Termination (No Activity)
Coverage gaps · LD-2 reports a dollar figure per quarter, not per issue, per bill, or per lobbyist — so no breakdown on this page splits the total, and none is offered as one. Filings that report no activity money contribute filings and dates but no dollars.
This record groups every filed spelling of the client's name into one entity, so "MERCK & CO., INC." and "MERCK & CO INC" read as the same company. The grouping is the client's normalized name — organizations that file under genuinely different names appear separately. Handle: boston-asset-management-association-inc.
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Reading this · LD-2 reports a hired firm's fee and a registrant's reported expenses on separate lines and never both on one filing, so the two lists above are different quantities and are ranked separately rather than against each other. Firm names link to their own record as the firms chapter lands.
31 filings
$960K on those filings
Note · A filing names one to several issue areas and reports a single dollar figure for the period, so the same money appears beside every issue that filing declares. The dollar column is therefore spend on filings that named this issue — it is not a split of the total, and these figures sum above it. Filing counts do not double-count.
Megan Greeley Chartwell Strategy Group LLC
8 filings through 2023
Oswaldo J Palomo Public Sphere, Inc. Covered position: L.A., Rep. Walsh; Staff Assistant, Rep. Walsh8 filings through 2017
Liesl Grebenstein Sheehan Tremont Strategies Group LLC (F/K/A Ads Ventures) 2 filings through 2016
James W Segel Smith, Costello & Crawford 2 filings through 2014 Covered positions · 3 of 8 lobbyists named on these filings disclosed a prior government post. The text is reproduced exactly as filed.
1st Quarter (Jan 1 - Mar 31) 2024 James W Segel LLC 1st Quarter - Report — Filing · LD-2 ↗
1st Quarter (Jan 1 - Mar 31) 2024 Chartwell Strategy Group LLC 1st Quarter - Report — Filing · LD-2 ↗
4th Quarter (Oct 1 - Dec 31) 2023 James W Segel LLC 4th Quarter - Report $30K fee Filing · LD-2 ↗
4th Quarter (Oct 1 - Dec 31) 2023 Chartwell Strategy Group LLC 4th Quarter - Report $20K fee Filing · LD-2 ↗
3rd Quarter (July 1 - Sep 30) 2023 James W Segel LLC 3rd Quarter - Report $30K fee Filing · LD-2 ↗
3rd Quarter (July 1 - Sep 30) 2023 Chartwell Strategy Group LLC 3rd Quarter - Report $20K fee Filing · LD-2 ↗
2nd Quarter (Apr 1 - June 30) 2023 Chartwell Strategy Group LLC 2nd Quarter - Report $20K fee Filing · LD-2 ↗
2nd Quarter (Apr 1 - June 30) 2023 James W Segel LLC 2nd Quarter - Report $30K fee Filing · LD-2 ↗
1st Quarter (Jan 1 - Mar 31) 2023 James W Segel LLC 1st Quarter - Report $30K fee Filing · LD-2 ↗
1st Quarter (Jan 1 - Mar 31) 2023 Chartwell Strategy Group LLC 1st Quarter - Report $20K fee Filing · LD-2 ↗
4th Quarter (Oct 1 - Dec 31) 2022 Chartwell Strategy Group LLC 4th Quarter - Report $20K fee Filing · LD-2 ↗
4th Quarter (Oct 1 - Dec 31) 2022 James W Segel LLC 4th Quarter - Report $30K fee Filing · LD-2 ↗
3rd Quarter (July 1 - Sep 30) 2022 James W Segel LLC 3rd Quarter - Report $30K fee Filing · LD-2 ↗
3rd Quarter (July 1 - Sep 30) 2022 Chartwell Strategy Group LLC 3rd Quarter - Report $20K fee Filing · LD-2 ↗
2nd Quarter (Apr 1 - June 30) 2022 Chartwell Strategy Group LLC 2nd Quarter - Report $20K fee Filing · LD-2 ↗
2nd Quarter (Apr 1 - June 30) 2022 James W Segel LLC 2nd Quarter - Report $30K fee Filing · LD-2 ↗
1st Quarter (Jan 1 - Mar 31) 2022 Chartwell Strategy Group LLC 1st Quarter - Report $30K fee Filing · LD-2 ↗
1st Quarter (Jan 1 - Mar 31) 2022 James W Segel LLC 1st Quarter - Report $30K fee Filing · LD-2 ↗
