NORTHEAST ADVISERS INC
C39
CRD 108835·SEC 801-57720·PAOLI, PA
AUM
$639.1M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $396.3M
'21 · $455.0M
'22 · $524.8M
'23 · $584.5M
'25 · $576.4M
'26 · $639.1M
'20'26
$396.3M → $639.1M▲ +61%
Client mix
| Individuals Other | 228 |
| Individuals High Net Worth | 105 |
| Pension Profit Sharing Plans | 40 |
| Charitable Organizations | 2 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
5 advisors → 4 advisors▼ -20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.