New England Schooner, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Peabody, MA. Its latest Form ADV filing, dated March 10, 2026, reports $165M in regulatory assets under management, 4 employees, 1 office, and 534 accounts.
Assets Under Management
$165M
Employees
4
Offices
1 office
Total Clients
320
Primary office
PEABODY, MA
3 CENTENNIAL DRIVE, SUITE 300, PEABODY, MA, United States
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
285
2
HNWI
10.9%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 10, 2026
Discretionary100.0%
$165M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$165M
Total Accounts534
10Y AUM Change+$34M (+26.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee80:1
10Y Employee Change-1 (-20.0%)
* 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.