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PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

Advisory

N·BOSTON, MA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
+51.4%
3-Year CAGR
+11.3%
Employees
8
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.6B
Non-Discretionary AUM$4M
Discretionary %99.8%
Total Clients547
Team
Total Employees8
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record58
First FilingApr 2, 2001
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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