Northeast Management & Research Co., Inc. is an investment adviser to an investment company based in Boston. It manages $51.97 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Northeast Management & Research Co. provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Northeast Management & Research Co., Inc. is $51.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Northeast Management & Research Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ernest Ejner Monrad has been acting as President since 1 Jul 1980. Elizabeth M. Oates joined the executive team most recently as the Trustee For Estate Of William A. Oates, Jr..
The principal office where Northeast Management & Research Co., Inc. performs its advisory services is located at 100 High Street, Boston, MA 02110 2301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-523-3588 or by fax 617-523-5412. The normal business hours are 8:45am-4:45pm on Monday - Friday. You can find more information about the New York firm at northeastinvest.com.