Allocator Index · CRD 122609

NORTHEAST FINANCIAL GROUP, INC.

Allentown, PA · 570-688-9898 · linkedin.com/company/northeast-financial-group-inc./

SEC IAPD record ↗

Fit score

78

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=75+16

HNW clients

160

Other individuals

393

HNW assets

$383.6M

Total AUM

$1.44B

Employees

1

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

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