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HEADINVEST
HEADINVEST is an SEC-registered investment adviser in PORTLAND, ME, registered since 2006. The firm manages approximately $892 million in regulatory assets.
Overview
HEADINVEST is an SEC-registered investment adviser in PORTLAND, ME, registered since 2006. The firm manages approximately $892 million in regulatory assets. It has 13 employees and 6 investment advisers. HEADINVEST was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-19, it reported 13 employees; 1,107 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals), State or municipal government entities; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
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