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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