PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
CRD #105060 SEC #801-31820 BOSTON, MA 617-227-3111
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
14
Clients
0
Accounts
796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $3.6M | 14 | 0 |
| Oct 2024 | $1B | $902.2M | $146.9M | 15 | 0 |
| Mar 2024 | $1B | $902.2M | $146.9M | 15 | 0 |
| Aug 2023 | $693.2M | $568.7M | $124.4M | 14 | 0 |
| Apr 2023 | $693.2M | $568.7M | $124.4M | 14 | 0 |
| Mar 2023 | $693.2M | $568.7M | $124.4M | 14 | 0 |
| Nov 2022 | $853.5M | $680.8M | $172.7M | 13 | 0 |
| Nov 2022 | $853.5M | $680.8M | $172.7M | 13 | 0 |
| Aug 2022 | $853.5M | $680.8M | $172.7M | 13 | 0 |
| Jul 2022 | $853.5M | $680.8M | $172.7M | 13 | 0 |
| Apr 2022 | $853.5M | $680.8M | $172.7M | 13 | 0 |
| Mar 2022 | $853.5M | $680.8M | $172.7M | 13 | 0 |
| Mar 2021 | $716.7M | $574.7M | $142.1M | 12 | 0 |
| Jul 2020 | $653.4M | $517.6M | $135.8M | 13 | 0 |
| Jul 2020 | $653.4M | $517.6M | $135.8M | 13 | 0 |
| Jun 2020 | $653.4M | $517.6M | $135.8M | 13 | 0 |
| Mar 2020 | $653.4M | $517.6M | $135.8M | 13 | 0 |
| May 2019 | $533.3M | $415.6M | $117.7M | 13 | 0 |
| Mar 2019 | $533.3M | $415.6M | $117.7M | 13 | 0 |
| Mar 2018 | $559.8M | $551.6M | $8.2M | 12 | 0 |
| Sep 2017 | $369.5M | $362.3M | $7.2M | 11 | 400 |
| Jun 2017 | $369.5M | $362.3M | $7.2M | 11 | 400 |
| Mar 2017 | $369.5M | $362.3M | $7.2M | 11 | 400 |
| Dec 2016 | $412.1M | $395.9M | $16.2M | 10 | 400 |
| Mar 2016 | $412.1M | $395.9M | $16.2M | 10 | 400 |
| Mar 2015 | $413.1M | $396M | $17.1M | 10 | 400 |
| Dec 2014 | $361.6M | $344.3M | $17.3M | 9 | 400 |
| Oct 2014 | $361.6M | $344.3M | $17.3M | 9 | 400 |
| Apr 2014 | $361.6M | $344.3M | $17.3M | 9 | 400 |
| Mar 2014 | $361.6M | $344.3M | $17.3M | 9 | 400 |
| Dec 2013 | $291.6M | $277.4M | $14.2M | 9 | 400 |
| Nov 2013 | $291.6M | $277.4M | $14.2M | 9 | 400 |
| Oct 2013 | $291.6M | $277.4M | $14.2M | 9 | 400 |
| Apr 2013 | $291.6M | $277.4M | $14.2M | 9 | 400 |
| Mar 2013 | $291.6M | $277.4M | $14.2M | 9 | 400 |
| Nov 2012 | $272.9M | $259.3M | $13.6M | 9 | 400 |
| Nov 2012 | $272.9M | $259.3M | $13.6M | 9 | 400 |
| Apr 2012 | $272.9M | $259.3M | $13.6M | 6 | 400 |
| Apr 2012 | $272.9M | $259.3M | $13.6M | 6 | 400 |
| Mar 2012 | $272.9M | $259.3M | $13.6M | 6 | 400 |
| Mar 2009 | $212.2M | $199.5M | $12.8M | 10 | -- |
| Mar 2009 | $271.7M | $252.9M | $18.8M | 10 | -- |
| Mar 2008 | $271.7M | $252.9M | $18.8M | 10 | -- |
| Mar 2007 | $256.3M | $172.2M | $84.1M | 10 | -- |
| Sep 2005 | $162.3M | $139.9M | $22.4M | 5 | -- |
| Mar 2004 | $94M | $70.6M | $23.4M | 5 | -- |
| Apr 2002 | $89.2M | $62.1M | $27.1M | 5 | -- |
| Mar 2002 | $89.2M | $62.1M | $27.1M | 5 | -- |
| Aug 2001 | $81.7M | $46.3M | $35.5M | 5 | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.6M
Employees14
Clients0
DateOct 2024
Total AUM$1B
Discretionary$902.2M
Non-Disc.$146.9M
Employees15
Clients0
DateMar 2024
Total AUM$1B
Discretionary$902.2M
Non-Disc.$146.9M
Employees15
Clients0
DateAug 2023
Total AUM$693.2M
Discretionary$568.7M
Non-Disc.$124.4M
Employees14
Clients0
DateApr 2023
Total AUM$693.2M
Discretionary$568.7M
Non-Disc.$124.4M
Employees14
Clients0
DateMar 2023
Total AUM$693.2M
Discretionary$568.7M
Non-Disc.$124.4M
Employees14
Clients0
DateNov 2022
Total AUM$853.5M
Discretionary$680.8M
Non-Disc.$172.7M
Employees13
Clients0
DateNov 2022
Total AUM$853.5M
Discretionary$680.8M
Non-Disc.$172.7M
Employees13
Clients0
DateAug 2022
Total AUM$853.5M
Discretionary$680.8M
Non-Disc.$172.7M
Employees13
Clients0
DateJul 2022
Total AUM$853.5M
Discretionary$680.8M
Non-Disc.$172.7M
Employees13
Clients0
DateApr 2022
Total AUM$853.5M
Discretionary$680.8M
Non-Disc.$172.7M
Employees13
Clients0
DateMar 2022
Total AUM$853.5M
Discretionary$680.8M
Non-Disc.$172.7M
Employees13
Clients0
DateMar 2021
Total AUM$716.7M
Discretionary$574.7M
Non-Disc.$142.1M
Employees12
Clients0
DateJul 2020
Total AUM$653.4M
Discretionary$517.6M
Non-Disc.$135.8M
Employees13
Clients0
DateJul 2020
Total AUM$653.4M
Discretionary$517.6M
Non-Disc.$135.8M
Employees13
Clients0
DateJun 2020
Total AUM$653.4M
Discretionary$517.6M
Non-Disc.$135.8M
Employees13
Clients0
DateMar 2020
Total AUM$653.4M
Discretionary$517.6M
Non-Disc.$135.8M
Employees13
Clients0
DateMay 2019
Total AUM$533.3M
Discretionary$415.6M
Non-Disc.$117.7M
Employees13
Clients0
DateMar 2019
Total AUM$533.3M
Discretionary$415.6M
Non-Disc.$117.7M
Employees13
Clients0
DateMar 2018
Total AUM$559.8M
Discretionary$551.6M
Non-Disc.$8.2M
Employees12
Clients0
DateSep 2017
Total AUM$369.5M
Discretionary$362.3M
Non-Disc.$7.2M
Employees11
Clients400
DateJun 2017
Total AUM$369.5M
Discretionary$362.3M
Non-Disc.$7.2M
Employees11
Clients400
DateMar 2017
Total AUM$369.5M
Discretionary$362.3M
Non-Disc.$7.2M
Employees11
Clients400
DateDec 2016
Total AUM$412.1M
Discretionary$395.9M
Non-Disc.$16.2M
Employees10
Clients400
DateMar 2016
Total AUM$412.1M
Discretionary$395.9M
Non-Disc.$16.2M
Employees10
Clients400
DateMar 2015
Total AUM$413.1M
Discretionary$396M
Non-Disc.$17.1M
Employees10
Clients400
DateDec 2014
Total AUM$361.6M
Discretionary$344.3M
Non-Disc.$17.3M
Employees9
Clients400
DateOct 2014
Total AUM$361.6M
Discretionary$344.3M
Non-Disc.$17.3M
Employees9
Clients400
DateApr 2014
Total AUM$361.6M
Discretionary$344.3M
Non-Disc.$17.3M
Employees9
Clients400
DateMar 2014
Total AUM$361.6M
Discretionary$344.3M
Non-Disc.$17.3M
Employees9
Clients400
DateDec 2013
Total AUM$291.6M
Discretionary$277.4M
Non-Disc.$14.2M
Employees9
Clients400
DateNov 2013
Total AUM$291.6M
Discretionary$277.4M
Non-Disc.$14.2M
Employees9
Clients400
DateOct 2013
Total AUM$291.6M
Discretionary$277.4M
Non-Disc.$14.2M
Employees9
Clients400
DateApr 2013
Total AUM$291.6M
Discretionary$277.4M
Non-Disc.$14.2M
Employees9
Clients400
DateMar 2013
Total AUM$291.6M
Discretionary$277.4M
Non-Disc.$14.2M
Employees9
Clients400
DateNov 2012
Total AUM$272.9M
Discretionary$259.3M
Non-Disc.$13.6M
Employees9
Clients400
DateNov 2012
Total AUM$272.9M
Discretionary$259.3M
Non-Disc.$13.6M
Employees9
Clients400
DateApr 2012
Total AUM$272.9M
Discretionary$259.3M
Non-Disc.$13.6M
Employees6
Clients400
DateApr 2012
Total AUM$272.9M
Discretionary$259.3M
Non-Disc.$13.6M
Employees6
Clients400
DateMar 2012
Total AUM$272.9M
Discretionary$259.3M
Non-Disc.$13.6M
Employees6
Clients400
DateMar 2009
Total AUM$212.2M
Discretionary$199.5M
Non-Disc.$12.8M
Employees10
Clients--
DateMar 2009
Total AUM$271.7M
Discretionary$252.9M
Non-Disc.$18.8M
Employees10
Clients--
DateMar 2008
Total AUM$271.7M
Discretionary$252.9M
Non-Disc.$18.8M
Employees10
Clients--
DateMar 2007
Total AUM$256.3M
Discretionary$172.2M
Non-Disc.$84.1M
Employees10
Clients--
DateSep 2005
Total AUM$162.3M
Discretionary$139.9M
Non-Disc.$22.4M
Employees5
Clients--
DateMar 2004
Total AUM$94M
Discretionary$70.6M
Non-Disc.$23.4M
Employees5
Clients--
DateApr 2002
Total AUM$89.2M
Discretionary$62.1M
Non-Disc.$27.1M
Employees5
Clients--
DateMar 2002
Total AUM$89.2M
Discretionary$62.1M
Non-Disc.$27.1M
Employees5
Clients--
DateAug 2001
Total AUM$81.7M
Discretionary$46.3M
Non-Disc.$35.5M
Employees5
Clients--