# NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. of NORTH ANDOVER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 133096
- Type: SEC-registered investment adviser
- SEC file number: 801-67679
- 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 | GAV | 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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133096/similar
- Related entities: https://search.stillhousedata.com/firm/133096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133096

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.