Fernwood Investment Management, LLC
Fernwood Investment Management, LLC is a multi-family office headquartered in Quincy, United States. Founded in 2003 by investment professional Thomas P. Reilly, the firm evolved from his long-tenured equity research and wealth-advisory practice.
Fernwood Investment Management, LLC
Fernwood Investment Management, LLC is a multi-family office headquartered in Quincy, United States. Founded in 2003 by investment professional Thomas P. Reilly, the firm evolved from his long-tenured equity research and wealth-advisory practice. It manages diversified portfolios and comprehensive planning for multiple high-net-worth families, trusts, and philanthropic entities—delivers independent counsel across public and private markets.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
Quincy
Corporate office
—
Frequently asked questions
What is Fernwood Investment Management, LLC?
Fernwood Investment Management, LLC is a multi family office headquartered in Quincy.
When was Fernwood Investment Management, LLC founded?
Fernwood Investment Management, LLC was founded in 2003.
Where is Fernwood Investment Management, LLC headquartered?
Fernwood Investment Management, LLC is headquartered in Quincy, in the North America region.
What does Altss track for Fernwood Investment Management, LLC?
Altss maintains an OSINT-verified profile of Fernwood Investment Management, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Fernwood Investment Management, LLC's website?
Fernwood Investment Management, LLC's public website is www.fernwoodinvestment.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Fernwood Investment Management, LLC?
Fernwood Investment Management, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Fernwood Investment Management, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Fernwood Investment Management, LLC?
Fernwood Investment Management, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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