| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Capital Partners Alternative Income & Growth Fund, LLC | Other Private | $9.8M | $50K |
| Capital Partners Lending Fund, LLC | Securitized Asset | $4.1M | $50K |
| H&l Capital Group II, LLC | Real Estate | $3.2M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Farnum Lippitt | Chief Investment Officer | Under 5% | 2022 |
| Josh Robert Laychock Control | President | Over 75% | 2024 |
| Robert Lee Hackenberg | Chief Compliance Officer | Under 5% | 1987 |
Northeast Financial Group, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
Northeast Financial Group, Inc. manages 4 private funds with combined gross assets of $19.5 million.
Northeast Financial Group, Inc. reports 10 employees.
Northeast Financial Group, Inc. is based in Allentown, PA and has been SEC-registered since 2013.
Northeast Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3435 Winchester Road, Suite 102, Allentown, PA 18104 |
| Phone | 570-688-9898 |
| Fax | (570) 688-2944 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1965773 |
| Discloses disciplinary history | No |
| Discretionary | $595M |
| Non-discretionary | $610.2M |
| Total (RAUM) | $1.21B |