NEW ENGLAND RETIREMENT CONSULTANTS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 141573
- Registered since
- February 3, 2012
- Website
- www.ne-rc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
New England Retirement Consultants, LLC is an SEC-registered advisory firm formed in 2012 that focuses on institutional clients, primarily providing pension consulting services. The firm operates as an individual-owned limited liability company and bills clients via a mix of asset-based fees and fixed fees. It identifies itself as an active ESG investor, and its regulatory filings classify it as a pension consultant rather than a discretionary asset allocator. The firm received a mention from investor.com in 2020 as one of the "Top RIA Firms to Watch," reflecting attention from industry observers for its niche work with retirement plans and institutional sponsors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Private Funds15%
- Other5%
Owners & executives
1 of 1JOHN GEPFERT
CEOCRD 2794125
Contacts
3 of 3CHRISTOPHER CAPPELLO
Managing DirectorCRD 2145940
GLENN JENSEN
Founder & Managing PartnerCRD 2193905
DORIS FERULLO
CRD 5694346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 75 State St
- Time zone
- ET (UTC-5)
- Office locations
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