# Estate Planners of New England

Estate Planners of New England is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** New England, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 133353
- **SEC file number:** 801-64743
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133353

## About

ESTATE PLANNERS OF NEW ENGLAND, LLC is an SEC-registered investment adviser in PORTSMOUTH, NH. The firm manages approximately $52 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Does the firm have a known posture on direct versus fund investments?

No specific deals or fund commitments are a matter of public record. Regional single-family offices of this profile often prefer direct ownership of hard assets—commercial real estate, timberland, or operating businesses—where they can apply their in-house legal expertise to structuring, rather than relying on third-party fund managers.

## Related profiles

- [Wright Financial & Business Advisors](https://altss.com/profile/wright-financial-and-business-advisors)
- [Associated Investor Services](https://altss.com/profile/associated-investor-services-inc)

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Last updated: 2026-07-06T01:24:16.122Z

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