Fernwood Investment Management LLC

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Assets, Funds, Holdings

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CAFR Data
Fernwood Investment Management LLC
CRD #126144
SEC #801-61950
CIK #
AUM $320.4 MM (97% Disc, 100% US, 2020-03-30)
Employees6 (67% Investors, 0% Brokers)
Phone617-376-4750
Address400 Crown Colony Drive
Quincy, MA 02169
Source [IAPD] [Website]
Total AUM ($MM)
3652922191467302003200920152021
Sector Issuer Cap ($MM) Value ($MM)
GBT 4,160.0 14.7
MYOK 5,070.0 6.9
PTLA 1,400.0 6.6
IVV 4.9
MO 71,140.0 3.5
FB 661,560.0 3.1
CVS 84,490.0 3.1
IYK 2.9
GILD 91,800.0 2.8
BIIB 48,280.0 2.7
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Fernwood GXT /Prain LLC [2014-12-11] 2.6 4.5
PE CV I 0.5
HF Pennmont Fund LP 12.3
View All
Fund Directors # Filings # Firms 2011 - 2020
Thomas Reilly 1 1
Comparable Firms State AUM ($BB)
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TX 0.3
Gallacher Capital Management LLC
CO 0.3
Bonaventure Capital LLC
AL 0.3
Mittleman Investment Management LLC
NY 0.3
Bow Street LLC
NY 0.3
HGI Capital Management LLC
NY 0.3
Dynamic Beta Investments LLC
NY 0.3
Eagle's View Capital Management LLC
NY 0.3
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