# NORTH AMERICAN MANAGEMENT CORP

NORTH AMERICAN MANAGEMENT CORP of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 104825
- Type: SEC-registered investment adviser
- SEC file number: 801-5346
- Location: TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA, 02109-4621
- Phone: 617-695-2100
- Latest filing: 2021-03-31
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $175.9M
- Clients: 22
- Accounts: 856

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| Scott Gray | CHAIRMAN, CEO; CHAIRMAN/CEO; PRESIDENT/CEO (+1 more) | New York, NY |
| Scott Mills Gray | CHAIRMAN/CEO; PRESIDENT/CEO; PRESIDENT/CEO/MANAGING PRINCIPAL | Sausalito, CA |
| BROWN JACOB FREDERICK | CHAIRMAN, CHIEF COMPLIANCE OFFICER; CHAIRMAN EMERITUS/PORTFOLIO MANAGER; MANAGING PARTNER/CHAIRMAN (+3 more) | — |
| ESTIN HANS HOWARD | VICE CHAIRMAN; VICE CHAIRMAN EMERITUS; VICE CHAIRMAN EMERITUS/PORTFOLIO MANAGER (+1 more) | — |
| STONE DAVID BARNES | CHAIRMAN EMERITUS; CHAIRMAN EMERITUS/PORTFOLIO MANAGER | — |
| GRUMMON JOHN HOBSON | PRINCIPAL; SR. VICE PRESIDENT | — |
| WATSON EARL EVERETT | MANAGING PRINCIPAL; MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER; SENIOR FAMILY ADVISER (+1 more) | — |
| BAKER DAVID | CHIEF INVESTMENT OFFICER; MANAGING PRINCIPAL; MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER (+2 more) | — |
| HESS HERBERT PETER | MANAGING PRINCIPAL/PRESIDENT; MANAGING PRINCIPAL/PRESIDENT/CEO; MANAGING PRINCIPAL/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| BERENTS CHARLES N | MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER | — |
| LIU TERRY | VICE PRESIDENT | — |
| MATTHEWS LISA KIBBE | MANAGING PRINCIPAL | — |
| REED MARK JOSEPH | PRINCIPAL & PORTFOLIO MANAGER; PRINCIPAL, PORTFOLIO MANAGER | — |
| STONE ANDREW DAVID | DIRECTOR | — |
| RODRIGUE MARY ANN | DIRECTOR OF FINANCIAL PLANNING | — |
| WATSON KAREN E | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| BERENTS CHARLES | SENIOR VICE PRESIDENT | — |
| HESS HERBERT P | CHAIRMAN | — |
| SNYDER JONATHAN | VICE PRESIDENT | — |
| BRICKLEY NANCY STANLEY | MANAGING PRINCIPAL/SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| TREIBLE ROY DONALD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT; FORMER EMPLOYEE | — |
| TANGNEY SUSAN K | MANAGING PRINCIPAL | — |
| HOMANS RICHARD W | CHAIRMAN; FORMER BOARD MEMBER | — |
| STUART BLAKE ENDICOTT | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; MANAGING PRINCIPAL, CHIEF OPERATING OFFICER | — |
| CARTISSER DEBORAH NORTH | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104825/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104825/similar
- Related entities: https://search.stillhousedata.com/firm/104825/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104825

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.