| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Penobscot Associates, Inc | Other Private | $7M | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Ann Hatch Control | Chief Compliance Officer & Director Of Finance And Administration | Under 5% | 2025 |
| Erin Leigh Barry Control | Chief Executive Officer | Under 5% | 2021 |
| Paul Banwell Means Control | Chairman | 25-50% | 2021 |
Means Investment Co., Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
Means Investment Co., Inc. manages 1 private funds with combined gross assets of $7 million.
Means Investment Co., Inc. reports 22 employees.
Means Investment Co., Inc. is based in Bangor, ME and has been SEC-registered since 2015.
Means Investment Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 802 Stillwater Ave., Bangor, ME 04401-3614 |
| Phone | 1-207-947-6763 |
| Fax | 1-207-947-8559 |
| Office hours | See Above |
| SEC region | Boston Regional Office (BRO) |
| CIK | 701516 |
| Discloses disciplinary history | No |
| Discretionary | $1.15B |
| Non-discretionary | $157.5M |
| Total (RAUM) | $1.31B |