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NEPC, LLC
CRD 110562File 801-37227
APPROVED
Retail clients
Disclosure events
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$152.72B
Top 10% of cohort (national)
Discretionary AUM
$152.72B
Clients
435
132 accounts
Employees
379
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 23, 1990
- Principal office
- 225 FRANKLIN STREET, 29TH FLOOR, BOSTON, MA, 02110
- Phone
- 617-374-1300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $152.72B
- Discretionary AUM
- $152.72B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 132
- Non-discretionary accounts
- 0
- Total accounts
- 132
- AUM per client
- $351.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 47 | $22.57B |
| Insurance companies | 22 | $0 |
| Charitable organizations | 84 | $14.77B |
| High net worth individuals | 35 | $3.34B |
| Pooled investment vehicles | 8 | $5.29B |
| Banking or thrift institutions | 1 | $163.5M |
| Pension and profit sharing plans | 165 | $98.08B |
| State or municipal government entities | 73 | $8.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.