Northeast Investment Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Northeast Investment Management Inc
CRD #105051
SEC #801-22437
CIK #1082215
AUM $1.9 BB (97% Disc, 98% US, 2020-03-11)
Employees23 (39% Investors, 0% Brokers)
Phone617-523-3588
Address100 High Street
Boston, MA 02110-1757
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
18751500112575037501999200620132021
Sector Issuer Cap ($MM) Value ($MM)
AMZN 1,207,970.0 52.6
V 411,370.0 46.9
AAPL 1,372,810.0 42.3
GOOGL 970,260.0 36.2
UNP 115,290.0 34.2
DIS 218,470.0 31.2
JNJ 381,110.0 30.5
TMO 131,350.0 27.0
FB 661,560.0 26.4
AMT 108,140.0 26.1
View All
Holdings by Sector ($)
1.21.00.70.50.20.02014201620182020
Comparable Firms State AUM ($BB)
The Burney Company
VA 2.1
Zemenick & Walker Inc
MO 2.0
Cardiff Park Advisors LLC
CA 2.0
Polaris Greystone Financial Group LLC
CA 2.0
Feldman Mark D
AZ 1.9
Waters Parkerson & Co LLC
LA 1.9
Acorns Advisers LLC
CA 1.8
Pittenger & Anderson Inc
NE 1.8
Fidelity Personal Trust Co FSB
MA 1.7
Avalor Investment AG
1.7
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com