OCIO Intelligence
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NEPC, LLC

Alpha Nasdaq OCIO Indices - Contributor

BOSTON, MA

Form ADV and provider website profile · CRD 110562 · regulatory data as of Sep 22, 2026

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This profile compiles reported firm AUM, regulatory account 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.
132Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
Private-fund records are structured Form ADV regulatory data. A reported fund is not necessarily part of the provider’s OCIO offering or used in client portfolios.

Regulatory Private Funds

Form ADV source
4Reported private funds
4Other

Showing 4 of 4 reported funds.

FundTypeIdentifierFund of fundsInvestment Company ActClients invested
NEPC DIVERSIFIED CREDIT SERIESDIVERSIFIED CREDITOther805-3372174355YesYes9
NEPC EMERGING MARKETS EQUITY SERIESEMERGING MARKETS EQUITYOther805-4048378196YesYes8
NEPC GLOBAL EQUITY SERIESGLOBAL EQUITYOther805-3489312573YesYes8
NEPC SMALL CAP EQUITY SERIESSMALL CAP EQUITYOther805-1549380522YesYes7

A reported private fund is not necessarily used in OCIO client portfolios. The disclosure reflects the registered adviser’s Form ADV private-fund reporting.