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NORTHEAST INVESTMENT MANAGEMENT INC
CRD 105051 · SEC 801-22437
24 FEDERAL STREET, FLOOR 9, BOSTON, MA, 02110-2516, United States
Phone
617-523-3588
Fax
617-523-5412
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.27B
Discretionary AUM
$3.23B
Team
25 total employees; 11 advisory reps; 94 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1077 | $315.2M |
| High net worth individuals | 549 | $2.82B |
| Pension/profit sharing plans | 4 | $8.8M |
| Charitable organizations | 12 | $75.8M |
| Corporations/business entities | 6 | $45.9M |
States served
VT, AZ, CA, CO, DC, IL, ME, MA, NJ, NY, OH, OR, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD