NEPC, LLC
Alpha Nasdaq OCIO Indices - ContributorBOSTON, MA
Form ADV and provider website profile · CRD 110562 · regulatory data as of Jul 22, 2026
This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for NEPC, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$152.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
132Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$152.7BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$152.7BTotal Firm AUM
$152.7BDiscretionary AUM
$0Non-discretionary AUM
132Institutional clients
132Discretionary clients
0Non-discretionary clients
Client Mix by Firm AUM
$152.7BFirm AUM
Retirement Plans64.2%
Corporations14.8%
Charities9.7%
Municipalities5.6%
Other Pooled Vehicles3.5%
High-Net-Worth2.2%
Banks0.1%
Insurance companies0.0%
Reported Client Types
Source: Form ADV client recordsRetirement Plans64.2%
165 clients$98.1B firm assets
Corporations14.8%
47 clients$22.6B firm assets
Charities9.7%
84 clients$14.8B firm assets
Municipalities5.6%
73 clients$8.5B firm assets
Other Pooled Vehicles3.5%
8 clients$5.3B firm assets
High-Net-Worth2.2%
35 clients$3.3B firm assets
Banks0.1%
1 clients$163M firm assets
Insurance companies0.0%
22 clients$0 firm assets
Reported total435 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $98.1B | 165 | 64.2% |
| Corporations | $22.6B | 47 | 14.8% |
| Charities | $14.8B | 84 | 9.7% |
| Municipalities | $8.5B | 73 | 5.6% |
| Other Pooled Vehicles | $5.3B | 8 | 3.5% |
| High-Net-Worth | $3.3B | 35 | 2.2% |
| Banks | $163M | 1 | 0.1% |
| Insurance companies | $0 | 22 | 0.0% |
| Reported total | $152.7B | 435 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…