PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
  • PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
  • PENOBSCOT INVESTMENT MANAGEMENT CO INC
  • PENOBSCOT
  • PENOBSCOT INVESTMENT MANAGEMENT

Adviser Profile

As of Date 05/18/2026
Registration SEC, Approved, 05/02/1988
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 1,635,025,695 56%
of that, discretionary 1,630,994,044 81%
Number of Employees 14 -7%
of those in investment advisory functions 8 14%
Private Fund GAV* 0
Avg Account Size 1,934,942 26%
% High Net Worth 56.01% 13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 932M 699M 466M 233M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WOLF & COMPANY, P.C. Filing Date12/01/2025 Form ADV-E View Report
Accounting Firm Name WOLF & COMPANY, P.C. Filing Date10/24/2024 Form ADV-E View Report
Accounting Firm Name WOLF & COMPANY, P.C. Filing Date09/27/2023 Form ADV-E View Report

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Brochure Summary