New England Investment & Retirement is a fund manager in North Andover with $765.98 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
43380382
SEC advisor number
801-122558
FINRA CRD number
317032
AUM ?
$956.23 mm
(as of 23 Dec 21)
Accounts
2,501
(as of 23 Dec 21)
Employees
17
(9 investment advisory or research)
Address
New England Investment & Retirement
231 SUTTON STREET
SUITES 2A/B
NORTH ANDOVER
MA 01845
231 SUTTON STREET
SUITES 2A/B
NORTH ANDOVER
MA 01845
Phone
978-975-2559
Ownership
Fund structure | AUM | Fund type |
---|---|---|
New England Investment & Retirement Group, Inc. | $765.98 mm | |
Topridge Capital Partners (Ai), L.P. | $11.00 mm | Private Equity Fund |
Topridge Capital Partners, L.P. | $10.40 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21
13F-HR
Quarterly holdings report by institutional manager
29 Jul 21
13F-HR
Quarterly holdings report by institutional manager
28 Apr 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
26 Oct 20
13F-HR
Quarterly holdings report by institutional manager
3 Aug 20
13F-HR
Quarterly holdings report by institutional manager
5 May 20
13F-HR
Quarterly holdings report by institutional manager
4 Feb 20
13F-HR
Quarterly holdings report by institutional manager
29 Oct 19
13F-HR
Quarterly holdings report by institutional manager
31 Jul 19