NORTHEAST INVESTMENT MANAGEMENT INC
CRD #105051 SEC #801-22437 BOSTON, MA 617-523-3588
SEC Registered
Total AUM
$2.9B
Discretionary
$2.9B
Employees
26
Clients
--
Accounts
1,597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.9B | $2.9B | $56.4M | 26 | 69 |
| Feb 2025 | $2.9B | $2.9B | $56.4M | 26 | 69 |
| Sep 2024 | $2.5B | $2.5B | $53.3M | 26 | 49 |
| Feb 2024 | $2.5B | $2.5B | $53.3M | 26 | 49 |
| Mar 2023 | $2.1B | $2.1B | $54.4M | 26 | 56 |
| Mar 2022 | $2.7B | $2.6B | $64.6M | 26 | 39 |
| Mar 2021 | $2.2B | $2.2B | $57.2M | 23 | 133 |
| Jun 2020 | $1.9B | $1.8B | $52.2M | 23 | 103 |
| Mar 2020 | $1.9B | $1.8B | $52.2M | 23 | 103 |
| Mar 2019 | $1.5B | $1.5B | $45.4M | 22 | 41 |
| Mar 2018 | $1.6B | $1.6B | $46.1M | 22 | 17 |
| Aug 2017 | $1.4B | $1.4B | $25.9M | 20 | 1,200 |
| Mar 2017 | $1.4B | $1.4B | $25.9M | 21 | 1,200 |
| Mar 2016 | $1.3B | $1.3B | $25M | 22 | 1,200 |
| Jul 2015 | $1.3B | $1.3B | $21.9M | 22 | 1,200 |
| Mar 2015 | $1.3B | $1.3B | $21.9M | 22 | 1,200 |
| Mar 2014 | $1.3B | $1.2B | $21.3M | 22 | 1,100 |
| Apr 2013 | $1.1B | $1B | $28.4M | 22 | 1,100 |
| Mar 2013 | $1.1B | $1B | $28.4M | 22 | 1,100 |
| Apr 2012 | $1B | $986.4M | $19.6M | 11 | 1,200 |
| Mar 2012 | $1B | $986.4M | $19.6M | 11 | 1,200 |
| Mar 2012 | $1B | $986.4M | $19.6M | 11 | 1,200 |
| Feb 2012 | $1B | $986.4M | $19.6M | 11 | 1,200 |
| Dec 2011 | $1.2B | $1.2B | $40.6M | 11 | 1,000 |
| Sep 2011 | $1.2B | $1.2B | $40.6M | -- | -- |
| Mar 2011 | $1.2B | $1.2B | $40.6M | -- | -- |
| Mar 2008 | $1.5B | $1.4B | $46.5M | -- | -- |
| Mar 2007 | $1.5B | $1.4B | $46.5M | -- | -- |
| Mar 2006 | $1.4B | $1.3B | $49M | -- | -- |
| Mar 2002 | $1.3B | $1.3B | $35.2M | -- | -- |
DateMay 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$56.4M
Employees26
Clients69
DateFeb 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$56.4M
Employees26
Clients69
DateSep 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$53.3M
Employees26
Clients49
DateFeb 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$53.3M
Employees26
Clients49
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$54.4M
Employees26
Clients56
DateMar 2022
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$64.6M
Employees26
Clients39
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$57.2M
Employees23
Clients133
DateJun 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$52.2M
Employees23
Clients103
DateMar 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$52.2M
Employees23
Clients103
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$45.4M
Employees22
Clients41
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.1M
Employees22
Clients17
DateAug 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$25.9M
Employees20
Clients1,200
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$25.9M
Employees21
Clients1,200
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25M
Employees22
Clients1,200
DateJul 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.9M
Employees22
Clients1,200
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.9M
Employees22
Clients1,200
DateMar 2014
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$21.3M
Employees22
Clients1,100
DateApr 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$28.4M
Employees22
Clients1,100
DateMar 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$28.4M
Employees22
Clients1,100
DateApr 2012
Total AUM$1B
Discretionary$986.4M
Non-Disc.$19.6M
Employees11
Clients1,200
DateMar 2012
Total AUM$1B
Discretionary$986.4M
Non-Disc.$19.6M
Employees11
Clients1,200
DateMar 2012
Total AUM$1B
Discretionary$986.4M
Non-Disc.$19.6M
Employees11
Clients1,200
DateFeb 2012
Total AUM$1B
Discretionary$986.4M
Non-Disc.$19.6M
Employees11
Clients1,200
DateDec 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$40.6M
Employees11
Clients1,000
DateSep 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$40.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$40.6M
Employees--
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$46.5M
Employees--
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$46.5M
Employees--
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$49M
Employees--
Clients--
DateMar 2002
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$35.2M
Employees--
Clients--