New England Schooner, Inc.
● SEC registered since 2025CRD 129552SEC# 801-133872Peabody, MA
Reg. AUM
$165.2M
Employees
4
Accounts
534
Location
Peabody, MA
New England Schooner, Inc. assets under management
New England Schooner, Inc. is an SEC-registered investment adviser based in Peabody, MA. The firm has been registered since 2025. It reports $165.2 million in regulatory assets under management and employs 4 people.
New England Schooner, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Taylor Bruzzese Control | Chief Compliance Officer | Under 5% | 2025 |
| Raymond Paul Jacques Control | President | Over 75% | 1996 |
Frequently asked questions
How much does New England Schooner, Inc. manage?
New England Schooner, Inc. reports $165.2 million in regulatory assets under management on its Form ADV.
How many employees does New England Schooner, Inc. have?
New England Schooner, Inc. reports 4 employees.
Where is New England Schooner, Inc. located?
New England Schooner, Inc. is based in Peabody, MA and has been SEC-registered since 2025.
Does New England Schooner, Inc. disclose fund performance?
New England Schooner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Centennial Drive, Suite 300, Peabody, MA 01960 |
| Phone | 978-977-4757 |
| Fax | 978-977-4764 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.2M▲ 26%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$165.2Mregulatory AUM
Discretionary $165.2M