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NORTHEAST INVESTMENT MANAGEMENT INC
CRD 105051File 801-22437
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.27B
Top 25% of cohort (national)
Discretionary AUM
$3.23B
Non-discretionary $42.8M
Clients
1,648
1,651 accounts
Employees
25
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 2, 1984
- Principal office
- 24 FEDERAL STREET, FLOOR 9, BOSTON, MA, 02110-2516
- Phone
- 617-523-3588
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.27B
- Discretionary AUM
- $3.23B
- Non-discretionary AUM
- $42.8M
- Discretionary accounts
- 1,633
- Non-discretionary accounts
- 18
- Total accounts
- 1,651
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $45.9M |
| Charitable organizations | 12 | $75.8M |
| High net worth individuals | 549 | $2.82B |
| Pension and profit sharing plans | 4 | $8.8M |
| Individuals (other than high net worth individuals) | 1,077 | $315.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,651 | 1,648 | decreased by3 |
| Mar 1, 2026 | Employees | 26 | 25 | decreased by1 |
| Mar 1, 2026 | Clients | 1,597 | 1,651 | increased by54 |
| Mar 1, 2026 | AUM | $2,937,702,418 | $3,273,998,868 | increased by$336,296,450 |
| Mar 1, 2026 | Accounts | 1,597 | 1,651 | increased by54 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,473 | 1,597 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,713,904,964 | $2,937,702,418 | increased by$223,797,454 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,473 | 1,597 | increased by124 |
| Apr 1, 2022 | Employees | 23 | 26 | increased by3 |
| Apr 1, 2022 | Clients | 1,536 | 1,473 | decreased by63 |
| Apr 1, 2022 | AUM | $2,229,053,211 | $2,713,904,964 | increased by$484,851,753 |
| Apr 1, 2022 | Accounts | 1,536 | 1,473 | decreased by63 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NORTHEAST INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTHEAST INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.