GAGE WILEY GROUP INC
Legal name: NEW ENGLAND CAPITAL
CRD #106518 SEC #801-45616 NORTHAMPTON, MA 413-584-9121
SEC Registered
Total AUM
$314.5M
Discretionary
$293.5M
Employees
12
Clients
1
Accounts
380
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2019 | $314.5M | $293.5M | $21M | 12 | 0 |
| Sep 2019 | $314.5M | $293.5M | $21M | 12 | 0 |
| Mar 2019 | $314.5M | $293.5M | $21M | 12 | 0 |
| Mar 2019 | $304.1M | $284.6M | $19.6M | 12 | 0 |
| Mar 2018 | $304.1M | $284.6M | $19.6M | 12 | 0 |
| Apr 2017 | $269.8M | $252.1M | $17.6M | 12 | 300 |
| Mar 2017 | $269.8M | $252.1M | $17.6M | 12 | 300 |
| Mar 2016 | $230.3M | $216.9M | $13.4M | 12 | 300 |
| Mar 2015 | $243.6M | $230.1M | $13.5M | 12 | 300 |
| Apr 2014 | $224.7M | $215.4M | $9.3M | 12 | 300 |
| Oct 2013 | $166.2M | $161.7M | $4.5M | 12 | 200 |
| Apr 2013 | $166.2M | $161.7M | $4.5M | 13 | 200 |
| Jun 2012 | $160.4M | $160.4M | $0 | 6 | 200 |
| May 2012 | $160.4M | $160.4M | $0 | 6 | 200 |
| Mar 2012 | $160.4M | $160.4M | $0 | 6 | 200 |
| Aug 2011 | $123.1M | $123.1M | $0 | 10 | -- |
| Jun 2011 | $123.1M | $123.1M | $0 | 10 | -- |
| Apr 2011 | $123.1M | $123.1M | $0 | 10 | -- |
| Mar 2008 | $98.1M | $98.1M | $0 | 10 | -- |
| Sep 2007 | $85.5M | $85.5M | $0 | 5 | -- |
| Mar 2007 | $85.5M | $85.5M | $0 | 5 | -- |
| Apr 2002 | $67.1M | $67.1M | $0 | 5 | -- |
DateNov 2019
Total AUM$314.5M
Discretionary$293.5M
Non-Disc.$21M
Employees12
Clients0
DateSep 2019
Total AUM$314.5M
Discretionary$293.5M
Non-Disc.$21M
Employees12
Clients0
DateMar 2019
Total AUM$314.5M
Discretionary$293.5M
Non-Disc.$21M
Employees12
Clients0
DateMar 2019
Total AUM$304.1M
Discretionary$284.6M
Non-Disc.$19.6M
Employees12
Clients0
DateMar 2018
Total AUM$304.1M
Discretionary$284.6M
Non-Disc.$19.6M
Employees12
Clients0
DateApr 2017
Total AUM$269.8M
Discretionary$252.1M
Non-Disc.$17.6M
Employees12
Clients300
DateMar 2017
Total AUM$269.8M
Discretionary$252.1M
Non-Disc.$17.6M
Employees12
Clients300
DateMar 2016
Total AUM$230.3M
Discretionary$216.9M
Non-Disc.$13.4M
Employees12
Clients300
DateMar 2015
Total AUM$243.6M
Discretionary$230.1M
Non-Disc.$13.5M
Employees12
Clients300
DateApr 2014
Total AUM$224.7M
Discretionary$215.4M
Non-Disc.$9.3M
Employees12
Clients300
DateOct 2013
Total AUM$166.2M
Discretionary$161.7M
Non-Disc.$4.5M
Employees12
Clients200
DateApr 2013
Total AUM$166.2M
Discretionary$161.7M
Non-Disc.$4.5M
Employees13
Clients200
DateJun 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--