St Germain Investment Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
St Germain Investment Management Inc
CRD #155186
SEC #801-12471
CIK #0000831571
AUM $3.1 B (2025-04-30)
Employees 42 (62% Investors, 0% Brokers)
Phone413-733-5111
Address1500 Main St
Springfield, MA 01115-1001
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
4.03.22.41.60.80.02009201420202026
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Alphabet Inc 0.1
Facebook Inc 0.1
J P Morgan Chase & Co 0.1
Netflix Inc 0.0
Microsoft Corp 0.0
Procter & Gamble Co 0.0
Priceline Com Inc 0.0
Nvidia Corp 0.0
Amazon Com Inc 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 4,203 1.0
(b) Individuals (high net worth individuals) 1,776 1.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 45 0.0
(h) Charitable organizations 97 0.1
(i) State or municipal government entities 3 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 35 0.0
(n) Other 0 0.0
Total 6,159 3.1
By Discretionary
Discretionary 6,119 3.1
Non-Discretionary 40 0.0
Total 6,159 3.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.1
Total 6,159 3.1
EDGAR Form CIK 2011 - 2025
13F-HR [0000831571]
Comparable Firms State AUM ($B)
Corecap Advisors LLC
MI 3.2
IMA Advisory Services Inc
CO 3.2
Arete Wealth Advisors LLC
IL 3.2
Wealth Management Nebraska LLC
NE 3.1
Donaldson Capital Management LLC
IN 3.1
FAS Wealth Partners Inc
KS 3.1
BT Family Office LLC
GA 3.0
Compound Planning Inc
NY 3.0
The Retirement Planning Group LLC
KS 3.0
Sage Rutty & Co Inc
NY 3.0
Terms | Privacy | Guide
tony@aum13f.com