Fernwood Investment Management, LLC Info

Fernwood Investment Management, LLC info

Fernwood Investment Management, LLC (SEC CIK 1570296) first filed with the SEC on 2014-02-06 (Form 13F-HR) and has filed 46 times since, including 45 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 400 CROWN COLONY, SUITE 101, QUINCY, MA, 02169.

Name: Value Fernwood Investment Management, LLC.
SEC CIK: Value 1570296.
State of organization: Value —.
Business address: Value 400 CROWN COLONY, SUITE 101, QUINCY, MA, 02169.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Fernwood Investment Management, LLC
SEC CIK	1570296
State of organization
Business address	400 CROWN COLONY, SUITE 101, QUINCY, MA, 02169
Mailing address	400 CROWN COLONY, SUITE 101, QUINCY, MA, 02169
Phone	617-376-4750
Fiscal year end
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2014-02-06 (Form 13F-HR)
Latest SEC filing	2025-02-13 (Form 13F-HR)
Filings on EDGAR	46
First Form 13F-HR	2014-02-06 (quarter ended 2013-12-31)
Latest Form 13F-HR	2025-02-13 (quarter ended 2024-12-31)
Form 13F-HR filings	45

Filings by Form

Form	Filings	Latest
13F-HR	45	2025-02-13
13F-HR/A	1	2015-02-10

Filings by Year

Year	Filings	Form 13F-HR
2025	1	1
2024	4	4
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	5	4
2014	4	4

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