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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital fusion
- Established Date
- 04-27-2016
- Office Locations
- 1
Office Locations
About Nobscot Investment Management LLC
Nobscot Investment Management provides customized investment advisory and discretionary portfolio management for individuals, trusts, and charitable organizations. Portfolios are built for long-term stability, income, and growth using diversified, consistent strategies tailored to objectives, risk tolerance, time horizon, and preferences, with direct access to the investment manager. Founded by former Wellington Management partner Catherine Smith (CFA Institute member); custody through Fidelity/NFS.
Team overview
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Custodian
Investment Vehicles
Services
Technology
Owner & Executives
CATHERINE ANNE SMITH
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #4327812
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,246,947 | $4,322,288 |
| Non-Discretionary | $0 | -- |
| Total | $164,246,947 | $4,322,288 |
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Separately Managed Accounts
Total SMA Asset: $164,246,947
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,245,249,686 | 16.4% |
| U.S. Government/Agency | $2,164,000,980 | 28.5% |
| Equity - Exchange | $1,503,411,207 | 19.8% |
| Cash | $1,829,909,600 | 24.1% |
| Municipal Bonds | $850,414,420 | 11.2% |
| Total | $7,592,985,893 | 100.0% |