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NEW ENGLAND RESEARCH & MANAGEMENT, INC.
CRD 110739File 801-14380
APPROVED
Retail clients
Filing as of Dec 12, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$285.2M
Below cohort median (national)
Discretionary AUM
$284.3M
Non-discretionary $826K
Clients
176
377 accounts
Employees
4
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 16, 1979
- Principal office
- 53 WEST JACKSON BLVD, 603, CHICAGO, IL, 60604
- Phone
- 312-212-1704
- Website
- HTTP://WWW.NERMINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $285.2M
- Discretionary AUM
- $284.3M
- Non-discretionary AUM
- $826K
- Discretionary accounts
- 376
- Non-discretionary accounts
- 1
- Total accounts
- 377
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $247.6M |
| Pension and profit sharing plans | Fewer than 5 | $7.1M |
| Individuals (other than high net worth individuals) | 97 | $30.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.