Beaton Management Co Inc
● SEC registered since 1984CRD 104728SEC# 801-22549Haverhill, MA
Reg. AUM
$445.7M
Employees
3
Accounts
156
Location
Haverhill, MA
Beaton Management Co Inc assets under management
Beaton Management Co Inc is an SEC-registered investment adviser based in Haverhill, MA. The firm has been registered since 1984. It reports $445.7 million in regulatory assets under management and employs 3 people.
Beaton Management Co Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Anne Manning | Director | Under 5% | 1990 |
| Terrence Arthur Beaton Control | President / Chief Compliance Officer | Over 75% | 1990 |
| Thomas Daniel Beaton | Director | Under 5% | 1990 |
Frequently asked questions
How much does Beaton Management Co Inc manage?
Beaton Management Co Inc reports $445.7 million in regulatory assets under management on its Form ADV.
How many employees does Beaton Management Co Inc have?
Beaton Management Co Inc reports 3 employees.
Where is Beaton Management Co Inc located?
Beaton Management Co Inc is based in Haverhill, MA and has been SEC-registered since 1984.
Does Beaton Management Co Inc disclose fund performance?
Beaton Management Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 Summer Street, Haverhill, MA 01830-6032 |
| Phone | 978-372-3008 |
| Fax | 978-372-8407 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1714678 |
| Discloses disciplinary history | No |
Regulatory AUM
$445.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$445.7Mregulatory AUM
Discretionary $434.4MNon-discretionary $11.3M