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Penobscot Associates, Inc

Other Private FundFund ID 805-9402748189Maine, United States
Gross assets
$8.2M
Min. investment
$10K
Beneficial owners
50
Size rank
Top 80%
Audited
No
Structure
Standalone

About this fund

Penobscot Associates, Inc is a other private fund managed by Means Investment Co., Inc.. The fund reports $8.2 million in gross assets, placing it among the top 80% of private funds by size. The stated minimum investment is $10,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9402748189
Fund typeOther Private Fund — INVESTMENT CLUB
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued0%

Other funds from this manager

None reported.

Frequently asked questions

How large is Penobscot Associates, Inc?

Penobscot Associates, Inc reports $8.2 million in gross assets, among the top 80% of private funds by size.

What is the minimum investment for Penobscot Associates, Inc?

The stated minimum investment is $10,000.

Who manages Penobscot Associates, Inc?

Penobscot Associates, Inc is managed by Means Investment Co., Inc.

Does Penobscot Associates, Inc disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Auditor
None reported

Reported gross assets

$8.2M▲ 17%
Mar '25 — $7MApr '25 — $7MMay '25 — $7MJun '25 — $7MJul '25 — $7MAug '25 — $7MSep '25 — $7MOct '25 — $7MNov '25 — $7MDec '25 — $7MJan '26 — $7MFeb '26 — $7MMar '26 — $8.2MApr '26 — $8.2MMay '26 — $8.2MJun '26 — $8.2M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 80%
Larger than 20% of 67,041 private funds
Gross assets vs Other Private FundsTop 82%
Larger than 18% of 8,892 other private funds
Minimum investmentTop 94%
Higher than 6% of funds reporting a minimum

Investor base

Adviser & related persons7%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.