CRD: 105051
Northeast Investment Management INC
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- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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CRM
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Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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