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NORTHEAST CAPITAL MANAGEMENT, INC.
CRD 128508
2020 PONCE DELEON BLVD, SUITE 1205B, CORAL GABLES, FL, 33134, United States
Phone
508-207-6000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$105.3M
Discretionary AUM
$105.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $17.1M |
| High net worth individuals | 40 | $86.1M |
| Pension/profit sharing plans | 2 | $2.1M |
Official SEC filing: View on IAPD