Fernwood Investment Management LLC

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Assets, Funds, Holdings

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Fernwood Investment Management LLC
CRD #126144
SEC #801-61950
CIK #
AUM $360.1 MM (84% Disc, 100% US)
Employees7 (57% Investors, 0% Brokers)
Phone617-376-4750
Address400 Crown Colony Drive
Quincy, MA 02169
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
GBT 2,890.0 14.1
MYOK 2,110.0 11.1
PTLA 2,210.0 11.1
IVV 5.8
MO 104,990.0 5.0
FB 491,090.0 4.3
IYK 3.8
GILD 82,070.0 3.5
CVS 69,720.0 3.4
BIIB 61,270.0 3.1
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Fernwood GXT /Prain LLC 2014-12-11external
2.6
6.0
PE CV I
0.5
HF Pennmont Fund LP
10.8
View All
Fund Directors # Filings # Firms
Thomas Reilly 1 1
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BPV Capital Management LLC
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Sonen Capital LLC
CA
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Trafelet Brokaw Capital Management LP
NY
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Indie Asset Partners LLC
IN
0.4
Oakview Capital Management LP
TX
0.4
Galtere Ltd
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0.4
Compass Financial Advisors LLC
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0.4
Spruceview Capital Partners LLC
CO
0.3