Northeast Retirement Services
Private fund administrator · Woburn, Massachusetts · 14 private funds on SEC Form ADV
Advisers' Form ADV filings name Northeast Retirement Services as administrator to 14 private funds. It ranks No. 218 of 427 administrators by number of private funds served.
Rankings
Funds served, by type
- Other private funds14
Offices named in SEC filings
The office each fund's adviser names for Northeast Retirement Services on Form ADV, with the number of funds naming it. A fund can name more than one office. Place names are as filed and can contain errors.
- Woburn, Massachusetts14 funds
Where its clients are
State of the funds' U.S. advisers.
- Massachusetts5
- Florida3
- Georgia2
- Iowa1
- California1
Where the funds are organized
- United States14
Private funds that name Northeast Retirement Services (3 listed here)
11 more funds name Northeast Retirement Services: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Northeast Retirement Services; Northeast Retirement Services, LLC; Northeast Retirement Services Inc; Northeast Retirement Services LLC; Northeastern Retirment Services
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.