PPrivate Fund Data Log in Join · $37/mo

New England Research & Management, Inc.

● SEC registered since 1979CRD 110739SEC# 801-14380Chicago, IL
Export (members)
Reg. AUM
$285.2M
Employees
4
Accounts
377
Location
Chicago, IL

New England Research & Management, Inc. assets under management

New England Research & Management, Inc. is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 1979. It reports $285.2 million in regulatory assets under management and employs 4 people.
www.nerminc.comView on SEC.gov ↗

New England Research & Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Marguerite Mary Collins ControlPresident And Chief Compliance OfficerOver 75%1990

Frequently asked questions

How much does New England Research & Management, Inc. manage?

New England Research & Management, Inc. reports $285.2 million in regulatory assets under management on its Form ADV.

How many employees does New England Research & Management, Inc. have?

New England Research & Management, Inc. reports 4 employees.

Where is New England Research & Management, Inc. located?

New England Research & Management, Inc. is based in Chicago, IL and has been SEC-registered since 1979.

Does New England Research & Management, Inc. disclose fund performance?

New England Research & Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address53 West Jackson Blvd, 603, Chicago, IL 60604
Phone312-212-1704
Office hours7:00a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1596077
Discloses disciplinary historyNo

Assets under management

Discretionary$284.3M
Non-discretionary$826K
Total (RAUM)$285.2M