Nepc, LLC

RIASEC RegisteredEst. 1990
Total AUM
$153B
Discretionary
$153B
100% of AUM
Avg account
$1.2B
Accounts
132
Employees
379
Advisory reps
10

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 limited liability company that provides advisory services to both individuals and institutions. The firm’s advisory scope includes discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients; it also offers pension consulting, manager selection, and educational workshops. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and performance-based components. Nepc is not positioned as a capital allocator and does not identify as an active ESG investor.

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 82%, Public Funds/Mutual Funds 7%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Other 1%82%
  • Private Funds82%
  • Public Funds/Mutual Funds7%
  • Exchange Traded Equities3%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3

  • Judy Murphy

    Partner and Chief Human Resources OfficerCRD 2099890

  • John Regan

    John Regan

    Chief Compliance OfficerCRD 6109722

  • Kellie Kane

    Kellie Kane

    COO & PartnerCRD 5902423

Contacts

3 of 7
  • Daniel Hennessy

    Daniel Hennessy

    Senior ConsultantCRD 4267436

  • Michael Manning

    Managing PartnerCRD 2138898

  • Steven Charlton

    PartnerCRD 2183785

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 60

Active vs passive

$5.5B in ETFs

Passive

96%

$5.3B

Active

3%

$242M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$647M941,89511.77%
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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