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| Happy Holidays!! thanks for using AUM13F!! |
| Northeast Advisers Inc
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|---|---|
| CRD # | 108835 |
| SEC # | 801-57720 |
| CIK # | |
| AUM | $576.4 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 610-240-7955 |
| Address | 163 W Lancaster Ave Paoli, PA 19301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 90.9 |
| (b) Individuals (high net worth individuals) | 103 | 287.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 42 | 165.7 |
| (h) Charitable organizations | 0 | 32.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 364 | 576.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 364 | 576.4 |
| Total | 364 | 576.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 576.4 | |
| Total | 364 | 576.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Care LLC
✚
|
0.6 | |
|
TLWM LLC
✚
|
TX | 0.6 |
|
Montag & Caldwell LLC
✚
|
GA | 0.6 |
|
The Watchman Group Inc
✚
|
TX | 0.6 |
|
High Note Wealth LLC
✚
|
MN | 0.6 |
|
Aljian Capital Management LLC
✚
|
NV | 0.6 |
|
Peregrine Asset Advisers Inc
✚
|
OR | 0.6 |
|
Sandbox Financial Partners LLC
✚
|
MD | 0.6 |
|
Demming Financial Services Corp
✚
|
OH | 0.6 |
|
Ironwood Financial LLC
✚
|
AZ | 0.6 |