NEIRG Wealth Management is a fund manager in North Andover with $899.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
208161914
SEC advisor number
801-122558
FINRA CRD number
317032
AUM ?
$899.33 mm
(as of 29 Jun 23)
Accounts
2,552
(as of 29 Jun 23)
Employees
15
(7 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wilde, Christopher, James | Chief Operating Officer | 09/2021 | < 5% |
Giacoumakis, Nicholas, John | President | 09/2021 | < 5% |
Cowles, Robert, Michael | Chief Compliance Officer | 09/2021 | < 5% |
Pirri, Brian, Christopher | Principal | 09/2021 | < 5% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Connectus Group, LLC | Member (Manager) | 09/2021 | > 75% |
Focus Operating, LLC | Member (Manager) | 11/2020 | > 75% |
Stelley, John, C. | Compliance Officer | 03/2023 | < 5% |
Bennard, Molly, Lynn | Chief Executive Officer, Connectus | 03/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Neirg Wealth Management, LLC | $899.33 mm | |
Topridge Capital Partners (Ai), L.P. | $33.95 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22