Northeast Investment Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 19, 2026, reports $3.3B in regulatory assets under management, 25 employees, 1 office, and 1,651 accounts.
Assets Under Management
$3.3B
Employees
25
Offices
1 office
Total Clients
1,651
Primary office
BOSTON, MA
24 FEDERAL STREET, FLOOR 9, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.2% of total clients.
Top client categories% of clientsClients
1
Individuals
65.2%
1,077
2
HNWI
33.3%
549
3
Charitable
0.7%
12
4
Corporations
0.4%
6
5
Pension Plans
0.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of February 19, 2026
Discretionary98.7%
$3.2B
99% of total RAUM98.7%
Non-discretionary1.3%
$43M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.3B
Total Accounts1,651
10Y AUM Change+$1.9B (+137.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee66:1
10Y Employee Change+4 (+19.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.