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| New England Asset Management Inc
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| CRD # | 105900 |
| SEC # | 801-22445 |
| CIK # | 0001004244 |
| AUM | 111.72 B (2026-03-31) |
| Employees | 122 (46% Investors, 0% Brokers) |
| Phone | 860-676-8722 |
| Address | 74 Batterson Park Rd Farmington, CT 06032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Johnson & Johnson | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| AT&T Inc | 0.0 | ||
| Sysco Corp | 0.0 | ||
| PPL Corp | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Duke Energy Corp | 0.0 | ||
| CSX Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | Ayresome CDO I Ltd | 2013-04-26 | 31.5 M | |
| SA | Saybrook Point CBO II Limited | 2013-04-26 | 16.3 M | |
| SA | Saybrook Point CBO Limited | 2013-04-26 | 3.8 M | |
| Other | Talcott Notch CBO I Ltd | 2013-04-26 | ||
| Other | Focused Value Equity Management Fund | [2012-03-29] | 1.0 M | 27.2 M |
| Filed 2011-09-09 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 14 | 15.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 128 | 96.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,001 | 111.7 |
| By Discretionary | ||
| Discretionary | 798 | 87.3 |
| Non-Discretionary | 203 | 24.4 |
| Total | 1,001 | 111.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 102.9 | |
| Total | 1,001 | 111.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Gilbert | Executive Officer | 16 | 2 | |
| Gerard Lynch | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001004244] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $60.2B |
| Clients | 17 (16 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | KUR85E5PS4GQFZTFC130 |
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