Penobscot Investment Management is an investment advisor in Boston with $693.18 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42996291
SEC advisor number
801-31820
FINRA CRD number
105060
AUM ?
$693.18 mm
(as of 12 Apr 23)
Accounts
543
(as of 12 Apr 23)
Employees
14
(7 investment advisory or research)
Address
Penobscot Investment Management
50 CONGRESS STREET, SUITE 410
BOSTON
MA 02109
50 CONGRESS STREET, SUITE 410
BOSTON
MA 02109
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
617-227-3111
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Clapp, Eugene, Howard | Director & Treasurer | 02/2019 | 25-50% |
Hart, Douglas, Edward | Director, Secretary & Chief Compliance Officer | 02/2019 | 25-50% |
Ford, Daniel, Bailey | President & Director | 02/2019 | 10-25% |
Macpherson, Colleen, Cooney | Director | 01/2023 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21