Means Investment Co., Inc.
● SEC registered since 2015CRD 2748SEC# 801-80992Bangor, ME
Ranks #2,447 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.59B
Fund GAV
$8.2M
Private funds
1
Employees
24
Accounts
3,520
Location
Bangor, ME
Means Investment Co., Inc. assets under management
Means Investment Co., Inc. is an SEC-registered investment adviser based in Bangor, ME. The firm has been registered since 2015. It reports $1.6 billion in regulatory assets under management and employs 24 people. Means Investment Co., Inc. manages 1 private fund with combined gross assets of $8.2 million, including Penobscot Associates, Inc. By regulatory assets, it ranks 2,447 of 6,004 private fund managers.
Means Investment Co., Inc. private funds
1 funds · $8.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Penobscot Associates, Inc | Other Private | $8.2M | $10K |
Means Investment Co., Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Ann Hatch Control | Chief Compliance Officer & Director Of Finance And Administration | Under 5% | 2025 |
| Erin Leigh Barry Control | Chief Executive Officer | Under 5% | 2021 |
| Paul Banwell Means Control | Chairman | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Means Investment Co., Inc. manage?
Means Investment Co., Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Means Investment Co., Inc. manage?
Means Investment Co., Inc. manages 1 private funds with combined gross assets of $8.2 million.
How many employees does Means Investment Co., Inc. have?
Means Investment Co., Inc. reports 24 employees.
Where is Means Investment Co., Inc. located?
Means Investment Co., Inc. is based in Bangor, ME and has been SEC-registered since 2015.
Does Means Investment Co., Inc. disclose fund performance?
Means Investment Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 802 Stillwater Ave., Bangor, ME 04401-3614 |
| Phone | 1-207-947-6763 |
| Fax | 1-207-947-8559 |
| Office hours | See Above |
| SEC region | Boston Regional Office (BRO) |
| CIK | 701516 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.59B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 41%
Larger than 59% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.59Bregulatory AUM
Discretionary $1.42BNon-discretionary $177.6M
Service providers
Custodian