Penobscot Investment Management Company, 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 March 23, 2026, reports $1.6B in regulatory assets under management, 14 employees, and 845 accounts.
Assets Under Management
$1.6B
Employees
14
Offices
--
Total Clients
562
Primary office
BOSTON, MA
155 FEDERAL STREET, SUITE 1602, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.4% of total clients.
Top client categories% of clientsClients
1
HNWI
56.4%
317
2
Individuals
41.1%
231
3
Corporations
1.4%
8
4
Charitable
1.1%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of May 18, 2026
Discretionary99.8%
$1.6B
100% of total RAUM99.8%
Non-discretionary0.2%
$4M
0% of total RAUM0.2%
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.
Total AUM$1.6B
Total Accounts845
10Y AUM Change+$1.3B (+342.5%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee40:1
10Y Employee Change+3 (+27.3%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.