NEW CENTURY INVESTMENT MANAGEMENT, L.L.C.

RIASEC 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 a small, privately owned advisory entity that lists pension consulting among its advisory activities. The firm operates as a limited liability company with an individual owner and identifies itself in unclassified advisor categories rather than as a large registered investment manager. Its service model appears project- and fee-based rather than built around broad discretionary portfolio management: the stated fee structures include hourly charges, fixed fees and other non-asset-based billing. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser. An industry affiliation with an insurance company is recorded, which suggests the firm may work alongside or through insurance-related channels when providing solutions or structuring client arrangements. There is no indication the firm acts as a capital allocator to outside alternative managers.

Assets & Accounts

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

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Client base

Client personas

Contacts

1 of 1
  • PETER BERNARDI

    PresidentCRD 2197750

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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