NORTHEAST CAPITAL MANAGEMENT, INC.

Overview

Northeast Capital Management, Inc. is a small corporate RIA that manages a concentrated book of discretionary portfolios for individuals, families and select institutional relationships. The firm’s advisory offering centers on portfolio management for individuals and small businesses and includes pension consulting services. Its stated fee model is a percentage of assets under management, and its activity shows a clear tilt toward liquid, exchange-traded equity exposure as the primary building block of client portfolios. The firm is not positioned as a capital allocator to private managers, and it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices