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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

NEPC

$152.7B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($8.63B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Growth Equity, Real Estate, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
32
5 Open Source Trails Below
Sum of Disclosed Rows
$8.63B
Total AUM: $152.7B
Median Disclosed Amount
$100.8M
Range: $15.0M – $1.12B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — NEPC

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Sapphire Emerging Ventures VIIAdviser 7.B Vehicle Venture Capital 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Wind Point Partners X, L.P.Adviser 7.B Vehicle Buyout 2024
$1.12B
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Clearlake Capital Partners, L.P.Adviser 7.B Vehicle Buyout 2024
$928.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Barings Core Property Fund LPAdviser 7.B Vehicle Real Estate 2024
$830.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Capital VIIAdviser 7.B Vehicle Private Credit 2024
$830.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — NEPC

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

NEPC (OCIO / Wealth RIA, $152.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.7% Actual; $3,512.7M Unallocated Target Bandwidth). SEC Form ADV (801-37227, CRD #110562) verified $152.72B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — NEPC

693 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as NEPC (32 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 14 Shared Vehicles

Ford Motor Company General Retirement Plan Master Trust

Corporate Pension Plan Dearborn, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Catalyst Venture Growth IV (2023 Vintage)
NEPC: $136.0M · SEC Form ADV 7.B
Ford Motor Company General Retirement Plan Master Trust: $114.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: General Catalyst Venture Capital IX (2023 Vintage) · General Catalyst Growth Acceleration V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Securian Financial General Account

Insurance Company St. Paul, MN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)
NEPC: $88.5M · SEC Form ADV 7.B
Securian Financial General Account: $21.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: General Catalyst Venture Growth IV (2023 Vintage) · Generation IM Sustainable Solutions Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Chautauqua Brazosport Southwell Regional Health System Master Investment Pool

Healthcare / Hospital System Jamestown, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Catalyst Venture Capital IX (2023 Vintage)
NEPC: $52.8M · SEC Form ADV 7.B
Chautauqua Brazosport Southwell Regional Health System Master Investment Pool: $36.2M · IRS Form 990 Sched D

Additional shared vehicles: General Catalyst Venture Growth IV (2023 Vintage) · Generation IM Sustainable Solutions Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+690 Additional Institutional LPs Report Shared Vehicles with NEPC

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 32 total tracked records for NEPC) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (693 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by NEPC

Venture Capital LPs →Buyout LPs →Growth Equity LPs →Real Estate LPs →Private Credit LPs →

Frequently Asked Questions: NEPC

What type of institutional allocator is NEPC and what is their typical disclosed ticket size?

NEPC is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 32 historical disclosure records tracked on Prilago ($8.63B total parsed USD across disclosed rows), the median disclosed amount is $100.8M (range: $15.0M to $1.12B).

Which private-market strategies appear in NEPC's public disclosures?

NEPC has disclosed records across Venture Capital, Buyout, Growth Equity, Real Estate, Private Credit. Open preview records include Sapphire Emerging Ventures VII (2025 Vintage), Wind Point Partners X, L.P. (2024 Vintage), Clearlake Capital Partners, L.P. (2024 Vintage), Barings Core Property Fund LP (2024 Vintage).

How are NEPC's historical records substantiated and separated from active searches on Prilago?

Records for NEPC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to NEPC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/nepc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside NEPC?

In Prilago's bilateral commitment graph, NEPC shares resolved underlying fund vehicles with 693 institutional LPs across 32 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Ford Motor Company General Retirement Plan Master Trust (14 shared vehicles, e.g. General Catalyst Venture Growth IV (2023 Vintage)), Securian Financial General Account (14 shared vehicles, e.g. Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)), Chautauqua Brazosport Southwell Regional Health System Master Investment Pool (12 shared vehicles, e.g. General Catalyst Venture Capital IX (2023 Vintage)).

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