NEW ENGLAND RETIREMENT CONSULTANTS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.1B
Discretionary
$113M
5% of AUM
Avg account
$151M
Accounts
14
Employees
3
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
141573
Registered since
February 3, 2012
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Private Funds 15%, Other 5%80%
  • Public Funds/Mutual Funds80%
  • Private Funds15%
  • Other5%

Owners & executives

1 of 1
  • JOHN GEPFERT

    CEOCRD 2794125

Contacts

3 of 3
  • CHRISTOPHER CAPPELLO

    Managing DirectorCRD 2145940

  • GLENN JENSEN

    Founder & Managing PartnerCRD 2193905

  • DORIS FERULLO

    CRD 5694346

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth