NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. of NORTH ANDOVER, MA is an SEC-registered investment adviser (CRD 133096). Regulatory assets under management: $766.0M.

Registration

CRD: 133096
SEC file number: 801-67679
Type: Registered investment adviser
Location: 231 SUTTON STREET, SUITES 2A/2B, NORTH ANDOVER, MA, 01845
Phone: 978-975-2559
Latest filing: 2021-06-30
Regulatory AUM: $766.0M
Discretionary AUM: $750.7M
Non-discretionary AUM: $15.2M
Clients: 15
Accounts: 2,192

Officers, owners & control persons (15)

Name	Role	Location
MORESHEAD CRAIG DICKSON	CCO	—
ST PIERRE ANDREW MANFRED	CHIEF COMPLIANCE OFFICER	—
SHEPPARD PATRICK JAMES	CHIEF COMPLIANCE OFFICER	—
FLYNN THOMAS FRANCIS	CHIEF COMPLIANCE OFFICER	—
GIACOUMAKIS NICHOLAS JOHN	PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND DIRECTOR (+2 more)	—
BOYLAN WADE CHRISTOPHER	COO	—
KENDA STEPHEN K	MANAGING PARTNER/DIRECTOR; MINORITY OWNER	—
PATRICK DENNIS MICHAEL	CHIEF OPERATIONS OFFICER	—
GIACOUMAKIS LAURA	DIRECTOR	—
PLUSKEY THERESA	CHIEF COMPLIANCE OFFICER	—
WILDE PATRICK JAMES	CHIEF OPERATING OFFICER	—
CHIPMAN RICHARD JOSEPH	DIRECTOR	—
GALVIN DENNIS MICHAEL	CHIEF OPERATIONS OFFICER	—
Cowles Robert Michael	CHIEF COMPLIANCE OFFICER	—
PIRRI BRIAN CHRISTOPHER	PARTNER	—

Private funds (2)

Fund	Type	Formed	Owners	Gross asset value	Min investment
TOPRIDGE CAPITAL PARTNERS (AI), L.P.	Private Equity Fund	—	12	$11.0M	$500K
TOPRIDGE CAPITAL PARTNERS, L.P.	Private Equity Fund	—	14	$10.4M	$500K

Fund service providers (1)

administrator: UMB FUND SERVICES — 2 funds

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