← Directory
NORTHEAST INVESTMENT MANAGEMENT INC
CRD 105051File 801-22437
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1651 | 1648 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.