NEPC, LLC other names

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Adviser Profile

As of Date:

07/27/2023

Adviser Type:

- Large advisory firm
- Pension consultant

Number of Employees:

356 13.02%

of those in investment advisory functions:

123 10.81%

Registration:

SEC, Approved, 8/23/1990

AUM:

63,581,000,000 -8.78%

of that, discretionary:

63,581,000,000 -8.78%

SMA’s:

YES

Private Funds:

2

Websites (details):
Contact info

Phone: 617 xxxxxxx

Fax: 617 xxxxxxx

Client Types:

- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities:

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments:

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
70B 60B 50B 40B 30B 20B 10B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Community Foundations Seek to Address Racial and Social Justice Issues in 2021 – NEPC Survey
03/23/2021

NEPC, LLC today announced the results of a Community Foundation Survey, fielded at the one-year anniversary of the COVID-19 lockdown in the United States. The findings highlight community ...

Yahoo Finance

Community Foundations Seek to Address Racial and Social Justice Issues in 2021 – NEPC Survey
03/23/2021

NEPC, LLC today announced the results of a Community Foundation Survey, fielded at the one-year anniversary of the COVID-19 lockdown in the United States. The findings highlight community foundations’ vital role in supporting their local communities ...

Yahoo Finance

Community Foundations Seek to Address Racial and Social Justice Issues in 2021 – NEPC Survey
03/23/2021

NEPC, LLC today announced the results of a Community Foundation Survey, fielded at the one-year anniversary of the COVID-19 lockdown in the United States. The findings highlight community foundations’ vital role in supporting their local communities ...

Yahoo Finance

Procare LTC Continues Rapid Expansion With Acquisition of Allen’s PharmaServ, Inc.
03/23/2021

Procare LTC, a leading pharmacy provider serving the long-term care and post-acute sector, today announced the acquisition of Allen’s PharmaServ, Inc., a long-term care pharmacy based in Youngstown, Ohio, serving group homes, residential treatment ...

Yahoo Finance

Independent Study Shows Esteem® Provides Significant Improvements in Hearing for Patients
03/23/2021

Results Published in The Journal of Laryngology & Otology Support Use of Active Middle Ear Implants in Patients with Moderate-to-Severe Sensorineural Hearing Loss Who Have Struggled with Hearing Aids Envoy Medical's fully implanted Esteem® osseointegrated ...

Yahoo Finance

Community Foundations Seek to Address Racial and Social Justice Issues in 2021 – NEPC Survey
03/23/2021

NEPC, LLC today announced the results of a Community Foundation Survey, fielded at the one-year anniversary of the COVID-19 lockdown in the United States. The findings highlight community foundations’ vital role in supporting their local communities ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $987,188,683

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Private Funds



Employees




Brochure Summary

Overview

NEPC is an independent, full-service investment consulting firm. NEPC has been providing financial consulting services as its sole line of business since 1986, based on three main principles: maintain independence, provide proactive counsel to help our clients meet or exceed their goals and objectives, and service our clients with seasoned professionals. NEPC is owned and controlled by its active partners. NEPC’s founder and Chairman Emeritus, Mr. Richard M. Charlton, retired from active involvement on January 1, 2016. NEPC provides advice on both traditional and alternative assets, including:  the development and/or refinement of investment policies, objectives and guidelines and their periodic review, thereafter;  asset-based asset allocation studies;  liability-based asset allocation studies every three to five years, the length of a typical planning cycle;  manager and custodian searches;  quarterly investment performance reports and accompanying
executive summaries;  monthly flash reports;  educational seminars; and  our annual investment conference. In addition to traditional consulting services, NEPC provides some clients with discretionary consulting services, which typically include the services listed above along with additional discretionary services described in Item 16 below. In general, NEPC does not provide investment management services in the context of managing a portfolio of stocks, bonds or other instruments; rather, NEPC provides customized investment advice, which often includes recommendations of specific third party investment managers. NEPC provides its consulting services to 366 retainer clients with total assets of approximately $1.0 trillion1 which consist of approximately $981 billion in advisory assets and $19 billion in discretionary assets. Our 73 senior consultants average 23 years of investment experience2. 1 As of 1/1/2019 2 As of 1/1/2019