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NEPC, LLC
CRD 110562File 801-37227
APPROVED
Retail clients
Disclosure events
Filing as of Sep 22, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.NEPC.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 364 | 379 | increased by15 |
| Apr 1, 2026 | Clients | 444 | 435 | decreased by9 |
| Apr 1, 2026 | AUM | $137,333,668,204 | $152,723,794,951 | increased by$15,390,126,747 |
| Apr 1, 2026 | Accounts | 122 | 132 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 315 | 364 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 399 | 444 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $66,319,000,000 | $137,333,668,204 | increased by$71,014,668,204 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 86 | 122 | increased by36 |
| Apr 1, 2022 | Clients | 400 | 399 | decreased by1 |
| Apr 1, 2022 | AUM | $44,489,000,000 | $66,319,000,000 | increased by$21,830,000,000 |
| Apr 1, 2022 | Accounts | 80 | 86 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEPC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEPC” may also match similarly-named firms). Confirm identity against each filing.
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.