Fernwood Investment Management is a fund manager in Quincy with $398.56 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
300156397
SEC advisor number
801-61950
FINRA CRD number
126144
AUM ?
$398.56 mm
(as of 25 May 23)
Accounts
878
(as of 25 May 23)
Employees
7
(5 investment advisory or research)
Address
Fernwood Investment Management
400 CROWN COLONY
SUITE 101
QUINCY
MA 02169
400 CROWN COLONY
SUITE 101
QUINCY
MA 02169
Office hours
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Phone
617-376-4750
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reilly, Thomas, Patrick | Chief Compliance Officer | 07/2003 | > 75% |
Reilly, Thomas, Patrick | Managing Member | 02/2003 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Fernwood Investment Management, LLC | $398.56 mm | |
Fernwood GXT /Prain, LLC | $4.50 mm | Private Equity Fund |
Pennmont Fund, L.P. | $19.50 mm | Hedge Fund |
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
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21