NEPC, LLC

RIASEC RegisteredEst. 1990
Total AUM
$153B
Discretionary
$153B
100% of AUM
Avg account
$1.2B
Accounts
132
Employees
379
Advisory reps
9

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
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 organized investment adviser and fund provider that has been SEC-registered since 1990. The firm serves both high-net-worth individuals and institutional clients, offering discretionary portfolio management across individual, pooled vehicle and institutional mandates. Its advisory capabilities extend to pension consulting, selection of sub‑advisers and educational workshops; fee arrangements include asset‑based fees alongside hourly, fixed and performance‑based structures. Nepc is not positioned as an ESG-focused allocator and the firm is not listed as a capital allocator in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 76%, Public Funds/Mutual Funds 9%, Exchange Traded Equities 6%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Other 1%76%
  • Private Funds76%
  • Public Funds/Mutual Funds9%
  • Exchange Traded Equities6%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3

  • JUDY MURPHY

    Partner and Chief Human Resources OfficerCRD 2099890

  • JOHN REGAN

    Chief Compliance OfficerCRD 6109722

  • KELLIE KANE

    COO & PartnerCRD 5902423

Contacts

3 of 6

  • DANIEL HENNESSY

    Senior ConsultantCRD 4267436

  • MICHAEL MANNING

    Managing PartnerCRD 2138898

  • STEVEN CHARLTON

    PartnerCRD 2183785

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 58

Active vs passive

$5.1B in ETFs

Passive

95%

$4.9B

Active

4%

$246M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$584M978,15411.42%
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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
225 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth