CRD: 105051
Northeast Investment Management INC
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-02-1984
- Office Locations
- 1
Office Locations
About Northeast Investment Management INC
Northeast Investment Management is a Boston-based RIA providing custom portfolio management alongside financial planning, tax preparation/guidance, fiduciary and trust/estate services, and family office support for individuals, families, trusts, and charitable entities. Portfolios are implemented largely via ETFs and are custodied with firms such as BNY Mellon and Pershing. Named to CNBC’s 2025 Financial Advisor 100, ranking fifth among Massachusetts-based firms.
Reported data analysis
What the numbers show
Between May 22, 2025 and February 19, 2026, reported AUM increased 11.4%, from $2.9B to $3.3B.
Across 5 reported observations, AUM increased 20.6% between March 22, 2022 and February 19, 2026, from $2.7B to $3.3B.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 11 advisory representatives and 1,745 clients, or 158.6 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Northeast Investment Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN FRANK FRANCINI JR
DIRECTOR, Managing Director
- CRD
- #2217936
- Ownership
- 10% but less than 25%
JOHN ROBERT LAWRIE JR.
DIRECTOR, Managing Director
- CRD
- #6253302
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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DANIEL COSTA
Vice President
- CRD
- #5499477
Jared L Ginnetty
Analyst
- CRD
- #7704102
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,231,221,054 | $1,978,702 |
| Non-Discretionary | $42,777,814 | $2,376,545 |
| Total | $3,273,998,868 | $1,983,040 |
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Separately Managed Accounts
SMA allocation detail is available
Northeast Investment Management INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Northeast Investment Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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