Thetford Investment Management, Inc.

Overview

Thetford Investment Management, Inc. is a privately held corporate adviser that has been SEC-registered since 1986. The firm manages portfolios for individuals, families and small-business clients and also works with institutional relationships. Its client fee model is percentage-of-assets-under-management, and it primarily provides discretionary portfolio management services. Thetford does not position itself as an ESG-focused manager, is not registered as a multi-state adviser, and is not organized as a capital allocator. The firm’s public filings also identify an affiliation activity as a sponsor of limited partnerships (excluding pooled investment vehicles), suggesting some involvement in sponsoring private structures alongside its advisory work. Advisory activity is concentrated on individualized portfolio management rather than pension consulting or multi-manager capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives