NEW ENGLAND PRIVATE Overview
New England Private Wealth Advisors Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 491MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 491MM in positions, representing 45% of the manager's regulatory AUM.
NEW ENGLAND PRIVATE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEW ENGLAND PRIVATE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BNL | 8.3% | Financials | -9.41% | -0.77% | 2 | 1% | ||
| FVD | 7.38% | ETF | -2.89% | -0.36% | 1 | 3% | ||
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FEATURED IN
NEW ENGLAND PRIVATE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ira G. Rapaport | Chief Executive Officer/Managing Member | December-2004 |
| Beth Rapaport | Chief Financial Officer | December-2004 |
| Melissa G. Boccaci | Senior Financial Advisor/Chief Compliance Officer | March-2012 |
NEW ENGLAND PRIVATE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NEW ENGLAND PRIVATE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss NEPWA will allocate a client's assets among various investments taking into consideration discussion between NEPWA and the client regarding a number of factors, including, but not necessarily limited to, the client’s investment objectives, risk tolerances, asset-class preferences, time horizons, tax situation and liquidity needs.
Mutual funds will be selected on the basis of any or all of the following criteria: the fund's performance history; the fund’s risk characteristics; the industry sector in which the fund invests; the track record of the fund's manager; the fund's investment objectives; the fund's management style and philosophy; the mutual fund company; the fund’s tax efficiency; and the fund's management fee structure. Portfolio weighting between funds and market sectors will be determined by each client's specific objectives and other criteria.
ETFs will be selected on the...
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Mutual funds will be selected on the basis of any or all of the following criteria: the fund's performance history; the fund’s risk characteristics; the industry sector in which the fund invests; the track record of the fund's manager; the fund's investment objectives; the fund's management style and philosophy; the mutual fund company; the fund’s tax efficiency; and the fund's management fee structure. Portfolio weighting between funds and market sectors will be determined by each client's specific objectives and other criteria.
ETFs will be selected on the...
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NEW ENGLAND PRIVATE Portfolio Concentration
NEW ENGLAND PRIVATE Location
36 WASHINGTON STREET, SUITE 280
WELLESLEY, Massachusetts
UNITED STATES, 02481-1922
WELLESLEY, Massachusetts
UNITED STATES, 02481-1922
NEW ENGLAND PRIVATE Contact Information
Phone Number: 781-416-1700
Fax Number: 781-416-1718
Website: http://www.nepwealth.com
Fax Number: 781-416-1718
Website: http://www.nepwealth.com
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