SEC Form ADV · CIK 1965773

NORTHEAST FINANCIAL GROUP, INC.

Registered Investment AdviserPA
$1.4B
Assets Under Management
1
Employees
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Registration Details

CIK
1965773
Accession
crd-122609
Location
ALLENTOWN, PA
Filing Date
July 28, 2026
AUM
$1.4B
Institutional Clients
110
Employees
1
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersCorporationsOther

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $22.4M in combined gross assets.

  • CAPITAL PARTNERS ALTERNATIVE INCOME & GROWTH FUND, LLCOther Private Fund$13.0M
  • CAPITAL PARTNERS LENDING FUND, LLCSecuritized Asset Fund$4.1M
  • H&L CAPITAL GROUP II, LLCReal Estate Fund$3.6M
  • H&L CAPITAL GROUP, LLCReal Estate Fund$1.7M

About this Adviser

NORTHEAST FINANCIAL GROUP, INC. is a registered investment adviser headquartered in ALLENTOWN, PA, managing approximately $1.4B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.