New England Research & Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated December 12, 2025, reports $285M in regulatory assets under management, 4 employees, and 377 accounts.
Assets Under Management
$285M
Employees
4
Offices
--
Total Clients
176
Primary office
CHICAGO, IL
53 WEST JACKSON BLVD, 603, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
97
2
HNWI
42.6%
75
3
Pension Plans
2.3%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of December 12, 2025
Discretionary99.7%
$284M
100% of total RAUM99.7%
Non-discretionary0.3%
$826K
0% of total RAUM0.3%
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$285M
Total Accounts377
10Y AUM Change+$112M (+64.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* 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.