← Back to searchVisit website
NEPC, LLC
CRD 110562 · SEC 801-37227
225 FRANKLIN STREET, 29TH FLOOR, BOSTON, MA, 02110, United States
Phone
617-374-1300
Fax
617-374-1313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.72B
Discretionary AUM
$152.72B
Team
379 total employees; 132 advisory reps; 303 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $3.34B |
| Banking/thrift institutions | 1 | $163.5M |
| Pooled investment vehicles | 8 | $5.29B |
| Pension/profit sharing plans | 165 | $98.08B |
| Charitable organizations | 84 | $14.77B |
| State/municipal entities | 73 | $8.52B |
| Insurance companies | 22 | $0 |
| Corporations/business entities | 47 | $22.57B |
States served
AZ, CA, CO, DE, GA, IL, LA, MA, MI, MN, NV, NJ, NY, NC, OH, OR, UT, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD