New England Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Farmington, CT. Its latest Form ADV filing, dated March 31, 2026, reports $111.7B in regulatory assets under management, 122 employees, and 1,001 accounts.
Assets Under Management
$111.7B
Employees
122
Offices
--
Total Clients
145
Primary office
FARMINGTON, CT
74 BATTERSON PARK RD., POND VIEW CORPORATE CENTER, FARMINGTON, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 88.3% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
88.3%
128
2
Government
9.7%
14
3
Pooled Investment Vehicles
2.1%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111.7Bas of March 31, 2026
Discretionary78.2%
$87.3B
78% of total RAUM78.2%
Non-discretionary21.8%
$24.4B
22% of total RAUM21.8%
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$111.7B
Total Accounts1,001
10Y AUM Change+$34.4B (+44.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees122
Clients per Employee1:1
10Y Employee Change+31 (+34.1%)
* 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.