CRD: 105060
Penobscot Investment Management Company, Inc.
$1.6B Total AUM
$1.6B Disc. AUM
20.4% 3Y CAGR
14 Employees
562 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- SummitLegacy +more
- Established Date
- 05-02-1988
- Office Locations
- 2
Office Locations
155 Federal Street Suite 1602 Boston MA
50 Congress Street Suite 410 Boston MA
About Penobscot Investment Management Company, Inc.
Penobscot Investment Management is a Boston-based advisory firm serving individuals, families and foundations with investment management, trust management and financial planning. The team builds fully customized portfolios aligned to goals and preferences, with a disciplined, responsible approach focused on preserving and growing capital. Founded in 1988, advisors average 33 years of experience.
Team overview
56 AVG AGE
$204.4M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
11 yrs AVG TENURE
14 Employees
8 Advisory Reps
8 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Element Signal vector Ember timber
CRM
Pioneer Momentum Crest
Custodian
Zenith Ember quantum Foundation alpha
Investment Themes
Fusion quantum Catalyst harbor
Investment Vehicles
Pathway pathway
Platform
Zenith pioneer
Services
Eagle ember Glacier Signal Ember Foundation zenith Prime value Bridge Fusion
Technology
Vector timber Peak Foundation Matrix Ember vertex
Owner & Executives
EUGENE HOWARD CLAPP III
DIRECTOR, Principal, TREASURER
- CRD
- #4381313
- Ownership
- 25% but less than 50%
(539) 587-3962
horizon.quantum@pathwaycapital.com
in linkedin.com/in/value-element
DOUGLAS EDWARD HART
Chief Compliance Officer, DIRECTOR, Secretary
- CRD
- #1002972
- Ownership
- 25% but less than 50%
(423) 789-1662
prime.foundation@wavecapital.com
in linkedin.com/in/glacier-bridge
A
Atlas quantum
Vital pathway radial
- CRD
- #56750
- Ownership
- 45.9%
(635) 838-6268
peak.pathway@radialcapital.com
in linkedin.com/in/vital-vital
Showing 2 of 6 owners & executives
Unlock allContacts
E
EUGENE H CLAPP IV
--
- CRD
- #5394858
(345) 653-3672
signal.meridian@beaconcapital.com
in linkedin.com/in/harbor-vector
CHARLES FAIRWEATHER KANE JR.
Principal
- CRD
- #818704
(437) 385-4220
crest.summit@frontiercapital.com
in linkedin.com/in/horizon-optima
P
Prime oak
Delta peak
- CRD
- #14905
(781) 268-2064
prime.zenith@bridgecapital.com
in linkedin.com/in/summit-bridge
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,630,994,044 | $1,937,048 |
| Non-Discretionary | $4,031,651 | $1,343,884 |
| Total | $1,635,025,695 | $1,934,942 |
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Separately Managed Accounts
Total SMA Asset: $1,635,025,695
Equity - Exchange:
23.6% Cash:
13.6% U.S. Government/Agency:
7.5% Corporate - Investment Grade:
22.3% Other:
20.3% Municipal Bonds:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $310,205,369 | 23.6% |
| Cash | $178,762,416 | 13.6% |
| U.S. Government/Agency | $98,582,215 | 7.5% |
| Corporate - Investment Grade | $293,117,785 | 22.3% |
| Other | $266,829,195 | 20.3% |
| Municipal Bonds | $166,932,551 | 12.7% |
| Total | $1,314,429,531 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR CATALYST CATALYST | ELEMENT BEACON | MRW9BLFEW | VSP | 9.74% | $24,366,089 |
| HARBOR VITAL NORTH | MATRIX TIMBER | 9MGYXGHS0 | QJG | 8.00% | $54,132,395 |
| VECTOR PATHWAY | DELTA HORIZON | VYEQ4UCBP | CSG | 1.03% | $25,209,138 |
| LEGACY MOMENTUM VITAL | NORTH ATLAS | UBL0H7QKT | XZOW | 8.16% | $117,236,417 |
| EMBER HARBOR RADIAL | PEAK OPTIMA | 3V1NUV1DL | OHSK | 12.36% | $100,431,948 |
| VERTEX FUSION ALPHA | RIDGE PRIME | XGLUF3MI3 | AXQS | 6.95% | $28,208,781 |
| PATHWAY OAK EAGLE | CATALYST FOUNDATION | 93MFE57KM | SYFR | 10.01% | $57,165,041 |
| MOMENTUM LEGACY | ZENITH VITAL | Q6DD6T5ZQ | EOKN | 3.04% | $28,255,115 |