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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORKER, LEE, ROBINSON | I | FOUNDER | NA | Control |
| FORKER, LEE, ROBINSON | I | FOUNDER | NA | Control |
| FORKER, LEE, ROBINSON | I | FOUNDER | NA | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCMULLEN, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCMULLEN, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCMULLEN, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCMULLEN, MARGUERITE, MARY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| FORKER, LEE, ROBINSON | I | PRESIDENT | D | Control |
| FORKER, LEE, ROBINSON | I | PRESIDENT | D | Control |
| MCMULLEN, MARGUERITE, MARY | I | EXECUTIVE VICE PRESIDENT | C | Control |
| MCMULLEN, MARGUERITE, MARY | I | EXECUTIVE VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (9)
CA FL IL LA MA NH NJ NY TX
Address
53 WEST JACKSON BLVD603
CHICAGO, IL 60604
United States
Phone: 312-212-1704