NEW ENGLAND RESEARCH & MANAGEMENT, INC.
CRD #110739 SEC #801-14380 CHICAGO, IL 312-212-1704
SEC Registered
Total AUM
$285.2M
Discretionary
$284.3M
Employees
4
Clients
0
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $285.2M | $284.3M | $825.8K | 4 | 0 |
| Sep 2025 | $285.2M | $284.3M | $825.8K | 4 | 0 |
| Sep 2024 | $264.5M | $263.7M | $800.4K | 4 | 0 |
| Sep 2023 | $261.6M | $260.8M | $798.3K | 4 | 0 |
| Sep 2022 | $240.2M | $237.3M | $2.9M | 4 | 0 |
| Sep 2021 | $265.4M | $262.4M | $2.9M | 4 | 0 |
| Sep 2020 | $209.2M | $206.1M | $3.1M | 4 | 0 |
| Jun 2020 | $201.4M | $197M | $4.4M | 4 | 0 |
| Aug 2019 | $201.4M | $197M | $4.4M | 4 | 0 |
| Sep 2018 | $202.4M | $198M | $4.4M | 4 | 0 |
| Sep 2017 | $199.4M | $195M | $4.4M | 4 | 100 |
| Mar 2017 | $173M | $169.4M | $3.6M | 4 | 100 |
| Sep 2016 | $173M | $169.4M | $3.6M | 4 | 100 |
| Nov 2015 | $171.1M | $171.1M | $0 | 4 | 26 |
| Sep 2015 | $171.1M | $171.1M | $0 | 4 | 26 |
| Nov 2014 | $167.5M | $167.5M | $0 | 5 | 26 |
| Jul 2014 | $167.5M | $167.5M | $0 | 5 | 26 |
| Sep 2013 | $143M | $143M | $0 | 4 | 26 |
| Sep 2012 | $136.5M | $136.5M | $0 | 1 | 26 |
| Feb 2012 | $137.9M | $137.9M | $0 | 1 | 26 |
| Sep 2010 | $133.8M | $133.8M | $0 | 5 | -- |
| Aug 2007 | $129.3M | $115.3M | $14M | 5 | -- |
| Aug 2007 | $129.3M | $115.3M | $14M | 5 | -- |
| Aug 2004 | $97.5M | $97.5M | $0 | 5 | -- |
| Aug 2001 | $98M | $98M | $0 | 10 | -- |
DateDec 2025
Total AUM$285.2M
Discretionary$284.3M
Non-Disc.$825.8K
Employees4
Clients0
DateSep 2025
Total AUM$285.2M
Discretionary$284.3M
Non-Disc.$825.8K
Employees4
Clients0
DateSep 2024
Total AUM$264.5M
Discretionary$263.7M
Non-Disc.$800.4K
Employees4
Clients0
DateSep 2023
Total AUM$261.6M
Discretionary$260.8M
Non-Disc.$798.3K
Employees4
Clients0
DateSep 2022
Total AUM$240.2M
Discretionary$237.3M
Non-Disc.$2.9M
Employees4
Clients0
DateSep 2021
Total AUM$265.4M
Discretionary$262.4M
Non-Disc.$2.9M
Employees4
Clients0
DateSep 2020
Total AUM$209.2M
Discretionary$206.1M
Non-Disc.$3.1M
Employees4
Clients0
DateJun 2020
Total AUM$201.4M
Discretionary$197M
Non-Disc.$4.4M
Employees4
Clients0
DateAug 2019
Total AUM$201.4M
Discretionary$197M
Non-Disc.$4.4M
Employees4
Clients0
DateSep 2018
Total AUM$202.4M
Discretionary$198M
Non-Disc.$4.4M
Employees4
Clients0
DateSep 2017
Total AUM$199.4M
Discretionary$195M
Non-Disc.$4.4M
Employees4
Clients100
DateMar 2017
Total AUM$173M
Discretionary$169.4M
Non-Disc.$3.6M
Employees4
Clients100
DateSep 2016
Total AUM$173M
Discretionary$169.4M
Non-Disc.$3.6M
Employees4
Clients100
DateNov 2015
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees4
Clients26
DateSep 2015
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees4
Clients26
DateNov 2014
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees5
Clients26
DateJul 2014
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees5
Clients26
DateSep 2013
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees4
Clients26
DateSep 2012
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees1
Clients26
DateSep 2010
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$129.3M
Discretionary$115.3M
Non-Disc.$14M
Employees5
Clients--
DateAug 2007
Total AUM$129.3M
Discretionary$115.3M
Non-Disc.$14M
Employees5
Clients--
DateAug 2004
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees10
Clients--