Northeast Investment Management Inc
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 105051
- Registered since
- October 2, 1984
- Website
- www.northeastinvest.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.23%
- Individuals9.63%
- Charitable Organizations2.32%
- Corporations / Businesses1.4%
- Pension & Profit Sharing Plans0.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Northeast Investment Management Inc. is a privately owned corporate RIA that has been SEC-registered since 1984. The firm provides portfolio management services primarily for individual households and small businesses and also serves institutional clients. Its fee model combines a percentage-of-AUM schedule and fixed fees. The firm does not present itself as an active ESG investor and is not registered as a multistate adviser. In industry recognition, Northeast Investment Management appeared on CNBC’s Top 100 Financial Advisory Firms list for 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- US Government Bonds14%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Richard Manoogian
Managing Director, Chief Compliance OfficerCRD 5494260
Contacts
3 of 10
Colin Molloy
Portfolio AnalystCRD 6784559
Robert Kane
Vice President & Portfolio ManagerCRD 5985791
Justin Oates
Managing DirectorCRD 5369863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$313M in ETFs
91%
$285M
0%
$28.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $79.7M | 116,046 | 25.47% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 24 Federal St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Falcon Investment Advisors, LLC
RIABoston, MA
Invenomic Capital Management LP
RIABoston, MA
Flagship Harbor Advisors, LLC
RIABoston, MA
Winthrop Wealth
RIABoston, MA
SVB Wealth
RIABoston, MA
Ampersand Capital Partners
RIABoston, MA