Head of Client Solutions · Nepc, LLC
Steven F. Charlton
CRD 2183785 · Named on Form ADV at one SEC-registered adviser
At a glance
Nepc, LLC, an SEC-registered asset manager based in Boston, MA with $152.7 billion in regulatory assets, lists Steven F. Charlton on its Form ADV as Head of Client Solutions, a control person.
Firms and roles
- Nepc, LLCHead of Client SolutionsAsset manager · Boston, MA · $153B in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Michael P. ManningChief Executive Officer, Chief Financial Officer, Nepc, LLC
- Timothy F McCuskerPresident, Nepc, LLC
- Kellie L. KaneChief Operating Officer, Nepc, LLC
- John F ReganChief Compliance Officer, Nepc, LLC
- Kathy A. ConnorsChief Consulting Officer, Nepc, LLC
2 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.