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NEW GENERATION ADVISORS, LLC

Business and Investment Profile

The NEW GENERATION ADVISORS, LLC is a privately held investment adviser that advises $2.02Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NEW GENERATION ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 4.69% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 37.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 20 CUSTOM HOUSE STREET SUITE 700, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 17 employees comprised of 10 investment and 7 non-investment staff. The total number of Employees decreased by 26.09% over the last 5-years.

Asset Profile

Their $2.02Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $1.87Bn or 92.66% of Total Assets and Charitable Organizations own $107.65mn or 5.33% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

NEW GENERATION ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: NEW GENERATION ADVISORS, LLC

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Keywords: NEW Generation Advisors, Boston Family Office, Boston, Family, Generation, NEW
Generated 2026-09-12T06:48:52.3321243.  © 2026 Convergence.