Northeast Financial Group, Inc.
● SEC registered since 2013CRD 122609SEC# 801-78187Allentown, PA
Ranks #2,558 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.44B
Fund GAV
$22.4M
Private funds
4
Employees
1
Accounts
1,710
Location
Allentown, PA
Northeast Financial Group, Inc. assets under management
Northeast Financial Group, Inc. is an investment advisory firm registered with the SEC based in Allentown, PA. The firm has been registered since 2013. It reports $1.4 billion in regulatory assets under management and employs 1 people. Northeast Financial Group, Inc. manages 4 private funds with combined gross assets of $22.4 million, including Capital Partners Alternative Income & Growth Fund, LLC. By regulatory assets, it ranks 2,558 of 6,004 private fund managers.
Northeast Financial Group, Inc. private funds
4 funds · $22.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Capital Partners Alternative Income & Growth Fund, LLC | Other Private | $13M | $50K |
| Capital Partners Lending Fund, LLC | Securitized Asset | $4.1M | $50K |
| H&l Capital Group II, LLC | Real Estate | $3.6M | $50K |
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Join to unlock · $37/moNortheast Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Josh Robert Laychock Control | President | Over 75% | 2024 |
| Robert Lee Hackenberg | Chief Compliance Officer | Under 5% | 1987 |
Frequently asked questions
How much does Northeast Financial Group, Inc. manage?
Northeast Financial Group, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Northeast Financial Group, Inc. manage?
Northeast Financial Group, Inc. manages 4 private funds with combined gross assets of $22.4 million.
How many employees does Northeast Financial Group, Inc. have?
Northeast Financial Group, Inc. reports 1 employees.
Where is Northeast Financial Group, Inc. located?
Northeast Financial Group, Inc. is based in Allentown, PA and has been SEC-registered since 2013.
Does Northeast Financial Group, Inc. disclose fund performance?
Northeast Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3435 Winchester Road, Suite 102, Allentown, PA 18104 |
| Phone | 570-688-9898 |
| Fax | (570) 688-2944 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1965773 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.44B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 43%
Larger than 57% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$1.44Bregulatory AUM
Discretionary $708MNon-discretionary $734.8M
Fund type mix
Real Estate2
Other Private1
Securitized Asset1
Service providers
Auditor
Custodian