Allocator Index · CRD 140518

HEADINVEST

Portland, ME · 207-773-5333 · headinvest.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

322

Other individuals

101

HNW assets

$755.0M

Total AUM

$891.8M

Employees

13

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.