Single Family OfficeRIA · CRD 129552SEC-Registered

Updated:

New England Schooner

New England Schooner is a discreet single-family office with no public brand presence, investing family principal across undisclosed asset classes from...

New England Schooner

NEW ENGLAND SCHOONER, INC. is an SEC-registered investment adviser in Peabody, MA, registered since 2025. The firm manages approximately $165 million in assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Who runs investment decisions at New England Schooner?

No named principal or investment officer has been publicly disclosed. Family offices operating at this level of privacy typically concentrate investment authority with the family head or a single trusted advisor, but no sourcing can confirm the specific governance structure. Identifying the decision-maker requires direct, off-market outreach through professional networks.

How does New England Schooner source investment opportunities?

Given its lack of public branding, the firm almost certainly relies on manager relationships, professional intermediary networks, and principal-to-principal introductions. Many secluded single-family offices source through private-investment conferences, multi-family office platforms, or direct referrals from private banks, but New England Schooner's specific sourcing channels are not documented.

Is New England Schooner structured as a single family office or does it operate more like a multi-family office?

All accessible records indicate it is a single-family office serving one family exclusively. There is no evidence of external client servicing, no multi-family office registration, and no marketing directed at onboarding additional families.

Where does the underlying wealth come from?

The specific source of wealth has not been publicly disclosed. The firm's name alludes to a possible New England maritime or industrial origin, but no confirming primary source exists in the public record.

Does New England Schooner participate in fund commitments or only direct deals?

Without access to the firm's internal investment policy or an SEC-filed portfolio, the allocation split is unknown. Private single-family offices in this cohort often blend direct public-equity holdings with commitments to venture and private-equity funds, but no specific evidence supports either posture for this entity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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