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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

CRD 141573

BOSTON, MA

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Search this name across graphsid dfx:ria:c013e6f9-2516-fcef-3ee3-2fb52cb2f40e

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Jan 20, 2012 to Feb 27, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

NEW England Retirement Consultants

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $113M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $528Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 14
SEC number: 801-73080
CRD: 141573
Filings on the tape: 25
First filed: Jan 20, 2012
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, MA
Website: ne-rc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GLENN ARTHUR JENSEN	n/a	BOSTON, MA	20	34	2	no
JOHN RANDOLPH GEPFERT	n/a	NORWALK, CT \| BOSTON, MA	17	29	n/a	no
DORIS VIRGINIA FERULLO	n/a	BOSTON, MA	17	20	n/a	no
CHRISTOPHER PAUL CAPPELLO	n/a	BOSTON, MA	9	32	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JENSEN, GLENN, ARTHUR	MANAGING MEMBER	E	yes	08/2006	Jan 20, 2012	Mar 11, 2024
CAPPELLO, CHRISTOPHER, PAUL	CHIEF COMPLIANCE OFFICER	Na	no	01/2017	Mar 17, 2017	Mar 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$2.1B	$113M	3	3	0	n/a	n/a
2024	Mar 20, 2025	$1.9B	$0	3	3	0	n/a	n/a
2023	Mar 11, 2024	$1.8B	$0	3	3	0	n/a	n/a
2022	Jun 1, 2023	$1.6B	$0	3	3	0	n/a	n/a
2021	Mar 16, 2022	$1.5B	$0	3	3	0	n/a	n/a
2020	Mar 22, 2021	$1.5B	$0	3	3	0	n/a	n/a
2019	Mar 19, 2020	$1.3B	$0	3	3	0	n/a	n/a
2018	Mar 28, 2019	$1.1B	$1.1B	3	3	0	n/a	n/a
2017	Mar 8, 2018	$1.1B	$1.1B	3	3	0	n/a	n/a
2016	Mar 17, 2017	$2.1B	$0	2	2	n/a	n/a	n/a
2015	Mar 28, 2016	$3.5B	$0	1	1	n/a	n/a	n/a
2014	Feb 23, 2015	$2.1B	$0	1	1	n/a	n/a	n/a
2013	Mar 21, 2014	$1.9B	$0	1	1	n/a	n/a	n/a
2012	Mar 20, 2013	$1.9B	$0	1	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.1B	$1.9B	9.2%	$1.6B	8.6%	3	3	0	0

Relationships

Registered with (4)

← CHRISTOPHER PAUL CAPPELLOAdvisorregistration: current employment
Sep 23, 2016 to presentfactForm ADV
← JOHN RANDOLPH GEPFERTAdvisorregistration: current employment
Apr 11, 2013 to presentfactForm ADV
← DORIS VIRGINIA FERULLOAdvisorregistration: current employment
Jul 16, 2009 to presentfactForm ADV
← GLENN ARTHUR JENSENAdvisorregistration: current employment
Aug 28, 2006 to presentfactForm ADV

Owns (1)

← CAPPELLO, CHRISTOPHER, PAULOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 17, 2017 to Mar 11, 2024factForm ADV

Controls (1)

← JENSEN, GLENN, ARTHUROwnerMANAGING MEMBER, ownership code E, individual
Jan 20, 2012 to Mar 11, 2024factForm ADV

Dated events

Occurred
Mar 19, 2020
Regulatory AUM changed
New England Retirement Consultants, Llc reported RAUM $1.3B, up 27% from $1.1B (2019-03-28 to 2020-03-19)
Form ADVobserved 4 days ago
$287M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c013e6f9-2516-fcef-3ee3-2fb52cb2f40e
First observed: Jan 20, 2012
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

CRD 141573

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c013e6f9-2516-fcef-3ee3-2fb52cb2f40e

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GLENN ARTHUR JENSEN

n/a

BOSTON, MA

JOHN RANDOLPH GEPFERT

n/a

NORWALK, CT | BOSTON, MA

n/a

DORIS VIRGINIA FERULLO

n/a

BOSTON, MA

n/a

CHRISTOPHER PAUL CAPPELLO

n/a

BOSTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JENSEN, GLENN, ARTHUR

MANAGING MEMBER

yes

08/2006

Jan 20, 2012

Mar 11, 2024

CAPPELLO, CHRISTOPHER, PAUL

CHIEF COMPLIANCE OFFICER

01/2017

Mar 17, 2017

Mar 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$2.1B

$113M

n/a

2024

Mar 20, 2025

$1.9B

n/a

2023

Mar 11, 2024

$1.8B

n/a

2022

Jun 1, 2023

$1.6B

n/a

2021

Mar 16, 2022

$1.5B

n/a

2020

Mar 22, 2021

$1.5B

n/a

2019

Mar 19, 2020

$1.3B

n/a

2018

Mar 28, 2019

$1.1B

n/a

2017

Mar 8, 2018

$1.1B

n/a

2016

Mar 17, 2017

$2.1B

n/a

2015

Mar 28, 2016

$3.5B

n/a

2014

Feb 23, 2015

$2.1B

n/a

2013

Mar 21, 2014

$1.9B

n/a

2012

Mar 20, 2013

$1.9B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$1.9B

9.2%

$1.6B

8.6%