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Beaton Management Co Inc

● SEC registered since 1984CRD 104728SEC# 801-22549Haverhill, MA
Export (members)
Reg. AUM
$394.4M
Employees
2
Accounts
145
Location
Haverhill, MA

Beaton Management Co Inc assets under management

Beaton Management Co Inc is an SEC-registered investment adviser based in Haverhill, MA. The firm has been registered since 1984. It reports $394.4 million in regulatory assets under management and employs 2 people.

Beaton Management Co Inc owners & executives

3 reported
NameTitleOwnershipSince
Lisa Anne ManningDirectorUnder 5%1990
Terrence Arthur Beaton ControlPresident / Chief Compliance OfficerOver 75%1990
Thomas Daniel BeatonDirectorUnder 5%1990

Frequently asked questions

How much does Beaton Management Co Inc manage?

Beaton Management Co Inc reports $394.4 million in regulatory assets under management on its Form ADV.

How many employees does Beaton Management Co Inc have?

Beaton Management Co Inc reports 2 employees.

Where is Beaton Management Co Inc located?

Beaton Management Co Inc is based in Haverhill, MA and has been SEC-registered since 1984.

Does Beaton Management Co Inc disclose fund performance?

Beaton Management Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 Summer Street, Haverhill, MA 01830-6032
Phone978-372-3008
Fax978-372-8407
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1714678
Discloses disciplinary historyNo

Assets under management

Discretionary$381.6M
Non-discretionary$12.8M
Total (RAUM)$394.4M