Primer of Boston Public Equity Investment Funds
Boston and U.S. Northeast
In this article, you will learn about 50 major public equity investment firms in Boston and U.S. Northeast (Maine, Vermont and New Hampshire).
26 long-onlys
24 hedge funds
This list will be updated when there are notable fund closures or new launches. Updated as of 3/21/2025
Vermont
Champlain Investment Partners (Burlington)
Year founded: 2004
Founder: Judith O'Connell and Scott Brayman
Founder BG: Both came from NL Capital Management. Judy is the operational person. Scott is the investment person.
Description: Champlain is a SMID-cap GARP investor. Both their Strategic Focus and Small Cap products have outperformed their benchmarks, though the Small Cap fund is currently closed to new investors. They have $16 billion AUM.
Birchview Capital (Burlington)
Year founded: 2012
Founder: Dr. Matthew Strobeck
Founder BG: He was a partner at Westfield Capital Management, the Boston-based growth investor (detail on Westfield in the Boston section below).
Founder education: St Lawrence University UG, University of Cincinnati Ph.D.
Description: From 2012 to 2014, Birchview operated as a family office. It’s a long-biased, growth-oriented hedge fund with the flexibility to invest in private companies. The fund may also take board seats in its portfolio companies. Its focus is primarily on healthcare and environmental improvement, the latter likely means energy and utility investments aligned with that theme.
Boston
Boston is the birthplace of mutual fund and still stands as a major hub for mutual fund (long-only) companies. If you meet a Fidelity analyst, there’s a good chance they’re connected to people over at Wellington or Putnam.
Let’s dive in and get to know some of the key players in the Boston area! Unless noted otherwise in parentheses, all of these firms are based in the city of Boston.