RIA Intel›Advisers›Illinois›NEW ENGLAND RESEARCH & MANAGEMENT, INC.

NEW ENGLAND RESEARCH & MANAGEMENT, INC.

Advisory

N·CHICAGO, IL

Data as of Sep 20, 2024 · Source: SEC Form ADV

Total AUM

$285M

1-Year AUM Growth

+1.1%

3-Year CAGR

-0.1%

Employees

3

Assets Under Management

Total AUM$285M

Discretionary AUM$284M

Non-Discretionary AUM$826K

Discretionary %99.7%

Total Clients176

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record36

First FilingApr 26, 2001

Latest FilingSep 20, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEW ENGLAND RESEARCH & MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.