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Northeast Investment Management Inc

● SEC registered since 1984CRD 105051SEC# 801-22437Boston, MA
Export (members)
Reg. AUM
$2.94B
Employees
26
Accounts
1,597
Location
Boston, MA

Northeast Investment Management Inc assets under management

Northeast Investment Management Inc is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1984. It reports $2.9 billion in regulatory assets under management and employs 26 people.

Northeast Investment Management Inc owners & executives

5 reported
NameTitleOwnershipSince
John Frank Francini ControlDirector10-25%2012
John Robert Lawrie ControlDirector10-25%2019
Justin E Oates ControlDirector10-25%2012
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Frequently asked questions

How much does Northeast Investment Management Inc manage?

Northeast Investment Management Inc reports $2.9 billion in regulatory assets under management on its Form ADV.

How many employees does Northeast Investment Management Inc have?

Northeast Investment Management Inc reports 26 employees.

Where is Northeast Investment Management Inc located?

Northeast Investment Management Inc is based in Boston, MA and has been SEC-registered since 1984.

Does Northeast Investment Management Inc disclose fund performance?

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

Contact & registration

Address24 Federal Street, Floor 9, Boston, MA 02110-2516
Phone617-523-3588
Fax617-523-5412
Office hours8:45-4:45
SEC regionBoston Regional Office (BRO)
CIK1082215
Discloses disciplinary historyYes

Assets under management

Discretionary$2.88B
Non-discretionary$56.4M
Total (RAUM)$2.94B