Northeast Financial is a fund manager in Tannersville with $775.07 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
232946836
SEC advisor number
801-78187
FINRA CRD number
122609
AUM ?
$1.00 bn
(as of 5 Apr 24)
Accounts
1,639
(as of 5 Apr 24)
Employees
9
(9 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Northeast Financial Group, Inc. | $775.07 mm | |
Capital Partners Alternative Income & Growth Fund, LLC | $7.77 mm | Other Private Fund |
Capital Partners Lending Fund, LLC | $3.93 mm | Other Private Fund |
H&L Capital Group II, LLC | $6.07 mm | Other Private Fund |
H&L Capital Group, LLC | $3.43 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23