The MEANS INVESTMENT CO., INC. is a privately held investment adviser that advises $1.6Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MEANS INVESTMENT CO., INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 137.85% over the last 5-years.
The Group has been registered with the SEC for 11.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 802 STILLWATER AVE., BANGOR, MAINE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 15 investment and 9 non-investment staff. The total number of Employees increased by 71.43% over the last 5-years.
Their $1.6Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 73 other accounts. Assets of High Net Worth Individuals clients own $1.09Bn or 68.03% of Total Assets and Individuals own $320.84mn or 20.02% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $8.21mn in assets.
The Group discloses advisory fees and management fees.
MEANS INVESTMENT CO., INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.