NORTHEAST ADVISERS INC
Legal name: NORTHEAST ADVISERS, INC.
CRD #108835 SEC #801-57720 PAOLI, PA 610-240-7955
SEC Registered
Total AUM
$576.4M
Discretionary
$0
Employees
4
Clients
25
Accounts
364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $576.4M | $0 | $576.4M | 4 | 0 |
| Mar 2024 | $517.1M | $0 | $517.1M | 4 | 0 |
| Oct 2023 | $489.3M | $0 | $489.3M | 4 | 0 |
| Mar 2023 | $489.3M | $0 | $489.3M | 4 | 0 |
| Mar 2022 | $584.5M | $0 | $584.5M | 4 | 0 |
| Dec 2021 | $524.8M | $0 | $524.8M | 4 | 330 |
| Mar 2021 | $524.8M | $0 | $524.8M | 6 | 330 |
| Jun 2020 | $455M | $0 | $455M | 5 | 318 |
| Mar 2020 | $467.6M | $0 | $467.6M | 5 | 318 |
| Mar 2019 | $396.3M | $0 | $396.3M | 5 | 310 |
| May 2018 | $430M | $0 | $430M | 4 | 306 |
| Feb 2018 | $430M | $0 | $430M | 4 | 306 |
| Feb 2017 | $375.3M | $0 | $375.3M | 4 | 300 |
| Feb 2016 | $358.4M | $0 | $358.4M | 4 | 300 |
| Feb 2016 | $358.4M | $0 | $358.4M | 4 | 300 |
| Feb 2016 | $358.4M | $0 | $358.4M | 4 | 300 |
| Jul 2015 | $356.7M | $0 | $356.7M | 4 | 300 |
| Feb 2015 | $356.7M | $0 | $356.7M | 4 | 300 |
| Mar 2014 | $330M | $0 | $330M | 4 | 300 |
| Mar 2013 | $298.1M | $0 | $298.1M | 2 | 300 |
| Mar 2012 | $253.4M | $0 | $253.4M | 1 | 300 |
| Mar 2011 | $264.1M | $0 | $264.1M | 5 | -- |
| Mar 2010 | $264.1M | $0 | $264.1M | 5 | -- |
| Oct 2009 | $275.7M | $0 | $275.7M | 5 | -- |
| Feb 2009 | $275.7M | $0 | $275.7M | 5 | -- |
| Mar 2008 | $358.9M | $0 | $358.9M | 5 | -- |
| Jan 2007 | $287.2M | $0 | $287.2M | 5 | -- |
| Mar 2006 | $284.5M | $0 | $284.5M | 5 | -- |
| Sep 2005 | $272M | $0 | $272M | 5 | -- |
| Sep 2004 | $245M | $0 | $245M | 5 | -- |
| Jun 2004 | $245M | $0 | $245M | 5 | -- |
| May 2004 | $245M | $0 | $245M | 5 | -- |
| Mar 2002 | $320M | $0 | $320M | 5 | -- |
| Jun 2001 | $357M | $0 | $357M | 5 | -- |
DateMar 2025
Total AUM$576.4M
Discretionary$0
Non-Disc.$576.4M
Employees4
Clients0
DateMar 2024
Total AUM$517.1M
Discretionary$0
Non-Disc.$517.1M
Employees4
Clients0
DateOct 2023
Total AUM$489.3M
Discretionary$0
Non-Disc.$489.3M
Employees4
Clients0
DateMar 2023
Total AUM$489.3M
Discretionary$0
Non-Disc.$489.3M
Employees4
Clients0
DateMar 2022
Total AUM$584.5M
Discretionary$0
Non-Disc.$584.5M
Employees4
Clients0
DateDec 2021
Total AUM$524.8M
Discretionary$0
Non-Disc.$524.8M
Employees4
Clients330
DateMar 2021
Total AUM$524.8M
Discretionary$0
Non-Disc.$524.8M
Employees6
Clients330
DateJun 2020
Total AUM$455M
Discretionary$0
Non-Disc.$455M
Employees5
Clients318
DateMar 2020
Total AUM$467.6M
Discretionary$0
Non-Disc.$467.6M
Employees5
Clients318
DateMar 2019
Total AUM$396.3M
Discretionary$0
Non-Disc.$396.3M
Employees5
Clients310
DateMay 2018
Total AUM$430M
Discretionary$0
Non-Disc.$430M
Employees4
Clients306
DateFeb 2018
Total AUM$430M
Discretionary$0
Non-Disc.$430M
Employees4
Clients306
DateFeb 2017
Total AUM$375.3M
Discretionary$0
Non-Disc.$375.3M
Employees4
Clients300
DateFeb 2016
Total AUM$358.4M
Discretionary$0
Non-Disc.$358.4M
Employees4
Clients300
DateFeb 2016
Total AUM$358.4M
Discretionary$0
Non-Disc.$358.4M
Employees4
Clients300
DateFeb 2016
Total AUM$358.4M
Discretionary$0
Non-Disc.$358.4M
Employees4
Clients300
DateJul 2015
Total AUM$356.7M
Discretionary$0
Non-Disc.$356.7M
Employees4
Clients300
DateFeb 2015
Total AUM$356.7M
Discretionary$0
Non-Disc.$356.7M
Employees4
Clients300
DateMar 2014
Total AUM$330M
Discretionary$0
Non-Disc.$330M
Employees4
Clients300
DateMar 2013
Total AUM$298.1M
Discretionary$0
Non-Disc.$298.1M
Employees2
Clients300
DateMar 2012
Total AUM$253.4M
Discretionary$0
Non-Disc.$253.4M
Employees1
Clients300
DateMar 2011
Total AUM$264.1M
Discretionary$0
Non-Disc.$264.1M
Employees5
Clients--
DateMar 2010
Total AUM$264.1M
Discretionary$0
Non-Disc.$264.1M
Employees5
Clients--
DateOct 2009
Total AUM$275.7M
Discretionary$0
Non-Disc.$275.7M
Employees5
Clients--
DateFeb 2009
Total AUM$275.7M
Discretionary$0
Non-Disc.$275.7M
Employees5
Clients--
DateMar 2008
Total AUM$358.9M
Discretionary$0
Non-Disc.$358.9M
Employees5
Clients--
DateJan 2007
Total AUM$287.2M
Discretionary$0
Non-Disc.$287.2M
Employees5
Clients--
DateMar 2006
Total AUM$284.5M
Discretionary$0
Non-Disc.$284.5M
Employees5
Clients--
DateSep 2005
Total AUM$272M
Discretionary$0
Non-Disc.$272M
Employees5
Clients--
DateSep 2004
Total AUM$245M
Discretionary$0
Non-Disc.$245M
Employees5
Clients--
DateJun 2004
Total AUM$245M
Discretionary$0
Non-Disc.$245M
Employees5
Clients--
DateMay 2004
Total AUM$245M
Discretionary$0
Non-Disc.$245M
Employees5
Clients--
DateMar 2002
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees5
Clients--
DateJun 2001
Total AUM$357M
Discretionary$0
Non-Disc.$357M
Employees5
Clients--