NORTH AMERICAN MANAGEMENT CORP
CRD #104825 SEC #801-5346 BOSTON, MA 617-695-2100
SEC Registered
Total AUM
$1.6B
Discretionary
$1.5B
Employees
22
Clients
51
Accounts
856
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1.6B | $1.5B | $175.9M | 22 | 0 |
| Jun 2020 | $1.6B | $1.3B | $234.5M | 22 | 0 |
| Mar 2020 | $1.6B | $1.3B | $234.5M | 22 | 0 |
| Aug 2019 | $1.3B | $1.1B | $198.4M | 26 | 0 |
| Mar 2019 | $1.3B | $1.1B | $198.4M | 26 | 0 |
| Feb 2019 | $1.5B | $1.3B | $213.9M | 30 | 0 |
| Aug 2018 | $1.5B | $1.3B | $213.9M | 30 | 0 |
| Mar 2018 | $1.5B | $1.3B | $213.9M | 30 | 0 |
| Mar 2017 | $1.4B | $1.2B | $178.9M | 32 | 400 |
| Feb 2017 | $1.5B | $1.3B | $179.6M | 32 | 500 |
| Aug 2016 | $1.5B | $1.3B | $179.6M | 32 | 500 |
| Apr 2016 | $1.5B | $1.3B | $179.6M | 32 | 500 |
| Mar 2016 | $1.5B | $1.3B | $175.4M | 32 | 500 |
| Sep 2015 | $1.5B | $1.3B | $201M | 31 | 500 |
| Mar 2015 | $1.5B | $1.3B | $201M | 31 | 500 |
| Mar 2015 | $1.5B | $1.3B | $180M | 31 | 500 |
| Mar 2014 | $1.4B | $1.2B | $169.4M | 30 | 400 |
| Sep 2013 | $1.2B | $1B | $133.9M | 27 | 300 |
| Mar 2013 | $1.2B | $1B | $133.9M | 27 | 300 |
| May 2012 | $1.1B | $1B | $138M | 11 | 300 |
| Mar 2012 | $1.1B | $1B | $138M | 11 | 300 |
| Aug 2011 | $1.2B | $1.1B | $49.5M | -- | -- |
| Jun 2011 | $1.2B | $1.1B | $49.5M | -- | -- |
| Apr 2011 | $1.2B | $1.1B | $49.5M | -- | -- |
| Mar 2011 | $1.2B | $1.1B | $49.5M | -- | -- |
| Feb 2011 | $984.5M | $922.8M | $61.7M | -- | -- |
| Feb 2011 | $984.5M | $922.8M | $61.7M | -- | -- |
| Mar 2009 | $933.1M | $901.7M | $31.4M | -- | -- |
| Mar 2007 | $847.1M | $767.5M | $79.5M | -- | -- |
| Mar 2006 | $848M | $818M | $30M | -- | -- |
| Mar 2006 | $847M | $756M | $91M | -- | -- |
| Aug 2004 | $569.4M | $533.1M | $36.4M | -- | -- |
| Mar 2004 | $569.4M | $533.1M | $36.4M | -- | -- |
| Mar 2002 | $534.2M | $493.6M | $40.6M | -- | -- |
DateMar 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$175.9M
Employees22
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$234.5M
Employees22
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$234.5M
Employees22
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$198.4M
Employees26
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$198.4M
Employees26
Clients0
DateFeb 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$213.9M
Employees30
Clients0
DateAug 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$213.9M
Employees30
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$213.9M
Employees30
Clients0
DateMar 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$178.9M
Employees32
Clients400
DateFeb 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$179.6M
Employees32
Clients500
DateAug 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$179.6M
Employees32
Clients500
DateApr 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$179.6M
Employees32
Clients500
DateMar 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$175.4M
Employees32
Clients500
DateSep 2015
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201M
Employees31
Clients500
DateMar 2015
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201M
Employees31
Clients500
DateMar 2015
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$180M
Employees31
Clients500
DateMar 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$169.4M
Employees30
Clients400
DateSep 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$133.9M
Employees27
Clients300
DateMar 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$133.9M
Employees27
Clients300
DateMay 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$138M
Employees11
Clients300
DateMar 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$138M
Employees11
Clients300
DateAug 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$49.5M
Employees--
Clients--
DateJun 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$49.5M
Employees--
Clients--
DateApr 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$49.5M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$49.5M
Employees--
Clients--
DateFeb 2011
Total AUM$984.5M
Discretionary$922.8M
Non-Disc.$61.7M
Employees--
Clients--
DateFeb 2011
Total AUM$984.5M
Discretionary$922.8M
Non-Disc.$61.7M
Employees--
Clients--
DateMar 2009
Total AUM$933.1M
Discretionary$901.7M
Non-Disc.$31.4M
Employees--
Clients--
DateMar 2007
Total AUM$847.1M
Discretionary$767.5M
Non-Disc.$79.5M
Employees--
Clients--
DateMar 2006
Total AUM$848M
Discretionary$818M
Non-Disc.$30M
Employees--
Clients--
DateMar 2006
Total AUM$847M
Discretionary$756M
Non-Disc.$91M
Employees--
Clients--
DateAug 2004
Total AUM$569.4M
Discretionary$533.1M
Non-Disc.$36.4M
Employees--
Clients--
DateMar 2004
Total AUM$569.4M
Discretionary$533.1M
Non-Disc.$36.4M
Employees--
Clients--
DateMar 2002
Total AUM$534.2M
Discretionary$493.6M
Non-Disc.$40.6M
Employees--
Clients--