RIA Intel›Advisers›Massachusetts›NEPC, LLC

NEPC, LLC

Institutional

N·BOSTON, MA

Data as of Jul 22, 2026 · Source: SEC Form ADV

Total AUM

$152.7B

1-Year AUM Growth

+44.0%

3-Year CAGR

+27.4%

Employees

132

Assets Under Management

Total AUM$152.7B

Discretionary AUM$152.7B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients444

Team

Total Employees132

Investment Advisers379

Employee Growth (1Y)-2.4%

Filing History

Total Filings on Record43

First FilingAug 2, 2011

Latest FilingJul 22, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEPC, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.