Nepc, LLC

RIASEC Registered

Total AUM

$153B

Discretionary

$153B

100% of AUM

Avg account

$1.2B

Accounts

132

Employees

379

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 110562
Registered since: August 23, 1990
Website: nepc.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans64.22%
Corporations / Businesses14.78%
Charitable Organizations9.67%
State / Municipal Government5.58%
Pooled Investment Vehicles3.46%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nepc, LLC is a privately held limited liability company that provides portfolio management and advisory services to individuals, families, pooled vehicles, businesses and institutions. The firm offers a mix of fee arrangements — asset-based fees, hourly and fixed fees, plus performance-based structures — and also runs educational seminars and assists in selecting sub-advisers. Its advisory activities extend to pension consulting and management of pooled investment vehicles. The firm is not positioned as an ESG active investor and it operates outside a multi-state RIA model. In addition to registered adviser activities, Nepc maintains industry relationships across broker-dealers, trust companies, accounting and insurance firms, and acts as a sponsor/GP or managing member of pooled investment vehicles.