NORTHEAST INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 1984

Total AUM

$3.3B

Discretionary

$3.2B

99% of AUM

Avg account

$2M

Accounts

1,651

Employees

Advisory reps

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

FINTRX

Overview

Northeast Investment Management Inc is a boutique advisory corporation that has operated since 1984, managing portfolios for individuals, families and select institutional clients. The firm runs a predominantly discretionary portfolio-management practice focused on equity exposure, with an explicit preference for exchange-traded equities and a material use of ETFs for execution and tactical tilts. Fee arrangements combine a percentage of AUM with fixed-fee services, and the firm explicitly provides portfolio management for individuals and small businesses. Northeast Investment Management Inc was named a Top 100 Financial Advisory Firm by CNBC in 2025. The firm is not an active ESG investor and is not structured as a multi-state adviser or pension consultant. Its owner structure is individual-owned, and its advisory model centers on concentrated equity allocation and third-party manager overlays where appropriate.