New Century Investment Management, L.L.C.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Hanover, Massachusetts
CRD number
132465
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

New Century Investment Management, L.L.C. is organized as a Massachusetts-based limited liability company operating as an institutional registered investment adviser. The firm lists pension consulting services among its advisory activities and reports an individual owner. Fee arrangements include hourly billing, fixed fees, and other non-standard fee structures. The profile indicates an affiliation with an insurance company and that the firm does not position itself as a multi-state adviser or an active ESG investor. FINTRX data does not identify the firm as a capital allocator.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Peter Bernardi

    PresidentCRD 2197750

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hanover, MA

Plymouth

Location

Hanover, MA

Headquartered in Hanover, 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
Plymouth
Address
2048 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth