# Boston Harbor Investment Management

Boston Harbor Investment Management is an Asset Manager based in Bedford, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bedford, United States
- **Region:** North America
- **Address:** Bedford, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** bostonharborim.com
- **LinkedIn:** linkedin.com/company/boston-harbor-investment-management

## Regulatory record

- **CRD number:** 165554
- **Registration status:** Registered
- **Reports private funds:** No

## About

Boston Harbor Investment Management is a state-registered investment adviser in Bedford, MA. It manages $15 million in regulatory assets. The firm has 3 employees and 3 investment advisers.

## People

- David Page — Chairman and CEO
- Dennis N. Caulfield — Chief Investment Officer and Vice Chairman
- Stephen H. Penman — Member of the Board of Advisors
- Jan P. Hagemeier — Managing Partner and Global Head of Distribution
- Robert F. Ploder — Special Advisor

## Questions

### Who runs investment decisions at Boston Harbor Investment Management?

Dennis N. Caulfield serves as Chief Investment Officer and Vice Chairman.

### What prior experience do the founders bring to Boston Harbor Investment Management?

David Page previously founded IDEAssociates and EnvoyWorldWide. Dennis N. Caulfield founded Quantitative Securities Research, Inc.

## Related profiles

- [Boston Equity Partners](https://altss.com/profile/boston-equity-partners)
- [Boston Hill Advisors](https://altss.com/profile/boston-hill-advisors)

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Updated: 2026-06-03T20:00:00.000Z

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