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| St Germain Investment Management Inc
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|---|---|
| CRD # | 155186 |
| SEC # | 801-12471 |
| CIK # | 0000831571 |
| AUM | 3,791.8 M (2026-03-27) |
| Employees | 42 (71% Investors, 0% Brokers) |
| Phone | 413-733-5111 |
| Address | 1500 Main St Springfield, MA 01115-1001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Schlumberger Ltd /NV/ | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,552 | 1.3 |
| (b) Individuals (high net worth individuals) | 1,909 | 2.3 |
| (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 | 108 | 0.0 |
| (h) Charitable organizations | 113 | 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 | 37 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,722 | 3.8 |
| By Discretionary | ||
| Discretionary | 6,588 | 3.8 |
| Non-Discretionary | 134 | 0.0 |
| Total | 6,722 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 6,722 | 3.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000831571] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional, Retail, Research |
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