NORTHEAST MANAGEMENT & RESEARCH CO., INC.
CRD #108214 SEC #801-15415 BOSTON, MA 617-523-3588
SEC Registered
Total AUM
$52M
Discretionary
$52M
Employees
6
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2017 | $52M | $52M | $0 | 6 | 1 |
| Mar 2017 | $52M | $52M | $0 | 6 | 1 |
| Mar 2016 | $57.6M | $57.6M | $0 | 7 | 1 |
| Feb 2015 | $66M | $66M | $0 | 7 | 1 |
| Jan 2014 | $76.1M | $76.1M | $0 | 7 | 1 |
| Jan 2013 | $73.1M | $73.1M | $0 | 5 | 1 |
| Apr 2012 | $79.3M | $79.3M | $0 | 6 | 1 |
| Feb 2012 | $76.2M | $76.2M | $0 | 6 | 1 |
| Feb 2011 | $93.3M | $93.3M | $0 | 10 | -- |
| Aug 2010 | $92.4M | $92.4M | $0 | 10 | -- |
| Jun 2010 | $92.4M | $92.4M | $0 | 10 | -- |
| Jan 2010 | $92.4M | $92.4M | $0 | 10 | -- |
| Jan 2008 | $145.4M | $145.4M | $0 | 10 | -- |
| Sep 2007 | $140M | $140M | $0 | 10 | -- |
| Jan 2007 | $140M | $140M | $0 | 10 | -- |
| Jan 2006 | $134.7M | $134.7M | $0 | 10 | -- |
| Feb 2005 | $136.3M | $136.3M | $0 | 5 | -- |
| Jul 2004 | $158.3M | $158.3M | $0 | 5 | -- |
DateJun 2017
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$57.6M
Discretionary$57.6M
Non-Disc.$0
Employees7
Clients1
DateFeb 2015
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees7
Clients1
DateJan 2014
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees7
Clients1
DateJan 2013
Total AUM$73.1M
Discretionary$73.1M
Non-Disc.$0
Employees5
Clients1
DateApr 2012
Total AUM$79.3M
Discretionary$79.3M
Non-Disc.$0
Employees6
Clients1
DateFeb 2012
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees6
Clients1
DateFeb 2011
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees5
Clients--