Nefpg is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlington, MA. Its latest Form ADV filing, dated March 4, 2026, reports $246M in regulatory assets under management, 6 employees, and 709 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
120
2
HNWI
38.8%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of March 4, 2026
Discretionary52.2%
$128M
52% of total RAUM52.2%
Non-discretionary47.8%
$118M
48% of total RAUM47.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$246M
Total Accounts709
10Y AUM Change+$128M (+107.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee33:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.