New England Investment & Retirement Group Inc

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Assets, Funds, Holdings

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CAFR Data
New England Investment & Retirement Group Inc
CRD #133096
SEC #801-67679
CIK #
AUM $523.1 MM (100% Disc, 100% US)
Employees16 (38% Investors, 0% Brokers)
Phone978-975-2559
Address231 Sutton Street
North Andover, MA 01845
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
56044833622411202006201020152020
Sector Holding Cap ($MM) Value ($MM)
XLF14.7
IYJ13.3
SDOG12.6
KIE12.1
EEMV11.6
VHT11.3
AMLP8.6
DFE7.8
SRLN7.4
FDN5.7
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Holdings by Sector ($)
0.30.20.20.10.10.02012201420162019
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Neinv I LP [2010-01-12]
14.7
9.2
View All
Fund Directors # Filings # Firms 2011-2019
Nicholas Giacoumakis 1 1
Granite Investment Alternatives LLC 1 1
Stephen Kenda 1 1
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