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Penobscot Investment Management Company, Inc.

● SEC registered since 1988CRD 105060SEC# 801-31820Boston, MA
Export (members)
Reg. AUM
$1.64B
Employees
14
Accounts
845
Location
Boston, MA

Penobscot Investment Management Company, Inc. assets under management

Penobscot Investment Management Company, Inc. is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1988. It reports $1.6 billion in regulatory assets under management and employs 14 people.

Penobscot Investment Management Company, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Christopher Alcorn Childs ControlDirectorUnder 5%2026
Colleen Cooney MacPherson ControlDirector5-10%2023
Daniel Bailey Ford ControlPresident & Director10-25%2019
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Frequently asked questions

How much does Penobscot Investment Management Company, Inc. manage?

Penobscot Investment Management Company, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Penobscot Investment Management Company, Inc. have?

Penobscot Investment Management Company, Inc. reports 14 employees.

Where is Penobscot Investment Management Company, Inc. located?

Penobscot Investment Management Company, Inc. is based in Boston, MA and has been SEC-registered since 1988.

Does Penobscot Investment Management Company, Inc. disclose fund performance?

Penobscot Investment Management Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 Federal Street, Suite 1602, Boston, MA 02210
Phone617-227-3111
Fax617-227-7467
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.64B▲ 18%
Mar '25 — $1.39BApr '25 — $1.39BMay '25 — $1.39BJun '25 — $1.39BJul '25 — $1.39BAug '25 — $1.39BSep '25 — $1.39BOct '25 — $1.39BNov '25 — $1.39BDec '25 — $1.39BJan '26 — $1.39BFeb '26 — $1.39BMar '26 — $1.64BApr '26 — $1.64BMay '26 — $1.64BJun '26 — $1.64B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$1.64Bregulatory AUM
Discretionary $1.63BNon-discretionary $4M