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- Custodian
- BNY Mellon · Fidelity/NFS · Northern Trust · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-23-1990
- Office Locations
- 2
Office Locations
About Nepc, LLC
NEPC, LLC is an investment advisor serving institutional clients, building customized investment strategies for healthcare providers—from community hospitals to large healthcare systems—and championing Taft-Hartley defined benefit plans with long-standing multi-employer benefit trust experience. Portfolio construction spans public funds, ETFs, and private funds.
Reported data analysis
What the numbers show
Between April 30, 2025 and July 22, 2026, reported AUM increased 11.2%, from $137.3B to $152.7B.
Across 5 reported observations, AUM increased 119.1% between October 6, 2022 and July 22, 2026, from $69.7B to $152.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 132 advisory representatives and 738 clients, or 5.6 clients per representative. That equates to $206.9M in reported AUM per client.
The profile lists 2 reported office locations and 36 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Nepc, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN FLOYD CHARLTON
Partner, Head of Client Solutions
- CRD
- --
- Ownership
- Less than 5%
KATHY ANN CONNORS
Partner, Chief Consulting Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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DANIEL D. HENNESSY
Senior Consultant
- CRD
- #4267436
Showing 1 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,723,794,951 | $1,156,998,447 |
| Non-Discretionary | $0 | -- |
| Total | $152,723,794,951 | $1,156,998,447 |
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Separately Managed Accounts
SMA allocation detail is available
Nepc, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nepc, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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