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NEPC, LLC
BOSTON, MA
617-374-1300
SEC #801-37227Total AUM
$152.7B
Employees
379Clients
435Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
225 FRANKLIN STREET
29TH FLOOR
BOSTON
MA 02110
United States
29TH FLOOR
BOSTON
MA 02110
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-374-1300
Other Offices
25
Financials
Total AUM
$152.7B
Accounts
132Discretionary
$152.7B
Accounts
132Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
35AUM
$3.3B
Banking Clients
1AUM
$163.5M
Pooled Vehicle Clients
8AUM
$5.3B
Pension/Profit Sharing Plan Clients
165AUM
$98.1B
Charitable Organization Clients
84AUM
$14.8B
Government Entity Clients
73AUM
$8.5B
Insurance Company Clients
22AUM
$0
Corporation or Business Clients
47AUM
$22.6B
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTDEFLGAILLAMAMIMNNCNHNJNVNYOHORTXUT
Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.