Northeast Investment Management Inc
● SEC registered since 1984CRD 105051SEC# 801-22437Boston, MA
Reg. AUM
$3.27B
Employees
25
Accounts
1,651
Location
Boston, MA
Northeast Investment Management Inc assets under management
Northeast Investment Management Inc is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1984. It reports $3.3 billion in regulatory assets under management and employs 25 people.
Northeast Investment Management Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Frank Francini Control | Director | 10-25% | 2012 |
| John Robert Lawrie Control | Director | 10-25% | 2019 |
| Justin E Oates Control | Director | 10-25% | 2012 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northeast Investment Management Inc manage?
Northeast Investment Management Inc reports $3.3 billion in regulatory assets under management on its Form ADV.
How many employees does Northeast Investment Management Inc have?
Northeast Investment Management Inc reports 25 employees.
Where is Northeast Investment Management Inc located?
Northeast Investment Management Inc is based in Boston, MA and has been SEC-registered since 1984.
Does Northeast Investment Management Inc disclose fund performance?
Northeast Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 Federal Street, Floor 9, Boston, MA 02110-2516 |
| Phone | 617-523-3588 |
| Fax | 617-523-5412 |
| Office hours | 8:45-4:45 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1082215 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.27B▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$3.27Bregulatory AUM
Discretionary $3.23BNon-discretionary $42.8M