Northeast Advisers Inc
● SEC registered since 2000CRD 108835SEC# 801-57720Paoli, PA
Reg. AUM
$639.1M
Employees
5
Accounts
376
Location
Paoli, PA
Northeast Advisers Inc assets under management
Northeast Advisers Inc is a registered investment adviser overseen by the SEC based in Paoli, PA. The firm has been registered since 2000. It reports $639.1 million in regulatory assets under management and employs 5 people.
Northeast Advisers Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric J Bleiler Control | Investment Advisory Representative | 25-50% | 2010 |
| John Michael Devine Control | Cheif Executive Officer | 10-25% | 2000 |
| Rebecca Proetto Control | Chief Compliance Officer | 25-50% | 2015 |
Frequently asked questions
How much does Northeast Advisers Inc manage?
Northeast Advisers Inc reports $639.1 million in regulatory assets under management on its Form ADV.
How many employees does Northeast Advisers Inc have?
Northeast Advisers Inc reports 5 employees.
Where is Northeast Advisers Inc located?
Northeast Advisers Inc is based in Paoli, PA and has been SEC-registered since 2000.
Does Northeast Advisers Inc disclose fund performance?
Northeast Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 163 W. Lancaster Ave, Paoli, PA 19301 |
| Phone | 610-240-7955 |
| Fax | 610-240-7956 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$639.1M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$639.1Mregulatory AUM
Discretionary $0Non-discretionary $639.1M