CRD: 110739
NEW England Research & Management, Inc.
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- Custodian
- Fidelity/NFS ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-16-1979
- Office Locations
- 1
Office Locations
About NEW England Research & Management, Inc.
New England Research & Management (NERM) is a Boston- and Chicago-based investment manager (founded 1978) providing personalized, long-term portfolio management and wealth management for individuals, families, entrepreneurs, and institutions. The firm emphasizes a conservative, relationship-driven approach and flexible asset-allocation strategies, with client portfolios implemented primarily via ETFs and supported by estate planning work.
Reported data analysis
What the numbers show
Between September 20, 2024 and December 12, 2025, reported AUM increased 7.8%, from $264.5M to $285.2M.
Across 5 reported observations, AUM increased 7.5% between September 1, 2021 and December 12, 2025, from $265.4M to $285.2M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 3 advisory representatives and 176 clients, or 58.7 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 47 years in operation. The source data was last updated on December 12, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full NEW England Research & Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARGUERITE MARY COLLINS
Chief Compliance Officer, President
- CRD
- #1808101
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sara Freer
--
- CRD
- #8134848
David Gosnell
Associate Principal
- CRD
- #8134904
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,346,056 | $756,240 |
| Non-Discretionary | $825,776 | $825,776 |
| Total | $285,171,832 | $756,424 |
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Separately Managed Accounts
SMA allocation detail is available
NEW England Research & Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
NEW England Research & Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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