HEADINVEST, LLC
Legal name: HEADINVEST
CRD #140518 SEC #801-66773 PORTLAND, ME 207-773-5333
SEC Registered
Total AUM
$969.7M
Discretionary
$969.7M
Employees
15
Clients
101
Accounts
1,232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $969.7M | $969.7M | $0 | 15 | 0 |
| Mar 2025 | $969.7M | $969.7M | $0 | 15 | 0 |
| Aug 2024 | $897.6M | $897.6M | $0 | 16 | 0 |
| Jun 2024 | $897.6M | $897.6M | $0 | 16 | 0 |
| Mar 2024 | $897.6M | $897.6M | $0 | 16 | 0 |
| Nov 2023 | $829.6M | $829.6M | $0 | 15 | 0 |
| Mar 2023 | $829.6M | $829.6M | $0 | 15 | 0 |
| Mar 2022 | $883.2M | $883.2M | $0 | 15 | 0 |
| Sep 2021 | $782.4M | $782.4M | $0 | 15 | 0 |
| May 2021 | $782.4M | $782.4M | $0 | 15 | 0 |
| Mar 2021 | $782.4M | $782.4M | $0 | 15 | 0 |
| Jun 2020 | $680.1M | $680.1M | $0 | 12 | 0 |
| Mar 2020 | $680.1M | $680.1M | $0 | 12 | 0 |
| Jan 2020 | $568.9M | $558.2M | $10.8M | 12 | 0 |
| Mar 2019 | $568.9M | $558.2M | $10.8M | 12 | 0 |
| Mar 2018 | $568.4M | $555.7M | $12.7M | 10 | 5 |
| Sep 2017 | $525.4M | $511.8M | $13.6M | 10 | 300 |
| Mar 2017 | $525.4M | $511.8M | $13.6M | 10 | 300 |
| Mar 2017 | $525.4M | $511.8M | $13.6M | 10 | 300 |
| Mar 2016 | $479.3M | $479.3M | $0 | 10 | 300 |
| Mar 2015 | $524.9M | $524.9M | $0 | 10 | 300 |
| Apr 2014 | $500.6M | $500.6M | $0 | 10 | 300 |
| Oct 2013 | $493.2M | $493.2M | $0 | 10 | 400 |
| Apr 2013 | $493.2M | $493.2M | $0 | 10 | 400 |
| Apr 2013 | $493.2M | $493.2M | $0 | 10 | 400 |
| Mar 2012 | $517.1M | $505.4M | $11.6M | 11 | 400 |
| Jun 2011 | $526.8M | $514.4M | $12.4M | -- | -- |
| Apr 2011 | $526.8M | $514.4M | $12.4M | -- | -- |
| Apr 2011 | $526.8M | $514.4M | $12.4M | -- | -- |
| Mar 2011 | $526.8M | $514.4M | $12.4M | -- | -- |
| Mar 2011 | $526.8M | $514.4M | $12.4M | -- | -- |
| Dec 2010 | $500.9M | $500.9M | $0 | -- | -- |
| Mar 2010 | $500.9M | $500.9M | $0 | -- | -- |
| Mar 2010 | $500.9M | $500.9M | $0 | -- | -- |
| Apr 2009 | $430.6M | $430.6M | $0 | -- | -- |
| Mar 2009 | $430.6M | $430.6M | $0 | -- | -- |
| Sep 2008 | $492.9M | $490.6M | $2.3M | 10 | -- |
| Mar 2008 | $492.9M | $490.6M | $2.3M | 10 | -- |
| May 2007 | $626.8M | $604.9M | $21.9M | 10 | -- |
| Mar 2007 | $626.8M | $604.9M | $21.9M | 10 | -- |
DateJun 2025
Total AUM$969.7M
Discretionary$969.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$969.7M
Discretionary$969.7M
Non-Disc.$0
Employees15
Clients0
DateAug 2024
Total AUM$897.6M
Discretionary$897.6M
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$897.6M
Discretionary$897.6M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$897.6M
Discretionary$897.6M
Non-Disc.$0
Employees16
Clients0
DateNov 2023
Total AUM$829.6M
Discretionary$829.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$829.6M
Discretionary$829.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$883.2M
Discretionary$883.2M
Non-Disc.$0
Employees15
Clients0
DateSep 2021
Total AUM$782.4M
Discretionary$782.4M
Non-Disc.$0
Employees15
Clients0
DateMay 2021
Total AUM$782.4M
Discretionary$782.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$782.4M
Discretionary$782.4M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$680.1M
Discretionary$680.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$680.1M
Discretionary$680.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2020
Total AUM$568.9M
Discretionary$558.2M
Non-Disc.$10.8M
Employees12
Clients0
DateMar 2019
Total AUM$568.9M
Discretionary$558.2M
Non-Disc.$10.8M
Employees12
Clients0
DateMar 2018
Total AUM$568.4M
Discretionary$555.7M
Non-Disc.$12.7M
Employees10
Clients5
DateSep 2017
Total AUM$525.4M
Discretionary$511.8M
Non-Disc.$13.6M
Employees10
Clients300
DateMar 2017
Total AUM$525.4M
Discretionary$511.8M
Non-Disc.$13.6M
Employees10
Clients300
DateMar 2017
Total AUM$525.4M
Discretionary$511.8M
Non-Disc.$13.6M
Employees10
Clients300
DateMar 2016
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees10
Clients300
DateMar 2015
Total AUM$524.9M
Discretionary$524.9M
Non-Disc.$0
Employees10
Clients300
DateApr 2014
Total AUM$500.6M
Discretionary$500.6M
Non-Disc.$0
Employees10
Clients300
DateOct 2013
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees10
Clients400
DateApr 2013
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees10
Clients400
DateApr 2013
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees10
Clients400
DateMar 2012
Total AUM$517.1M
Discretionary$505.4M
Non-Disc.$11.6M
Employees11
Clients400
DateJun 2011
Total AUM$526.8M
Discretionary$514.4M
Non-Disc.$12.4M
Employees--
Clients--
DateApr 2011
Total AUM$526.8M
Discretionary$514.4M
Non-Disc.$12.4M
Employees--
Clients--
DateApr 2011
Total AUM$526.8M
Discretionary$514.4M
Non-Disc.$12.4M
Employees--
Clients--
DateMar 2011
Total AUM$526.8M
Discretionary$514.4M
Non-Disc.$12.4M
Employees--
Clients--
DateMar 2011
Total AUM$526.8M
Discretionary$514.4M
Non-Disc.$12.4M
Employees--
Clients--
DateDec 2010
Total AUM$500.9M
Discretionary$500.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$500.9M
Discretionary$500.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$500.9M
Discretionary$500.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$430.6M
Discretionary$430.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$430.6M
Discretionary$430.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$492.9M
Discretionary$490.6M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2008
Total AUM$492.9M
Discretionary$490.6M
Non-Disc.$2.3M
Employees10
Clients--
DateMay 2007
Total AUM$626.8M
Discretionary$604.9M
Non-Disc.$21.9M
Employees10
Clients--
DateMar 2007
Total AUM$626.8M
Discretionary$604.9M
Non-Disc.$21.9M
Employees10
Clients--