Ncp Group, Lp
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Overview
Ncp Group, Lp operates as an advisory company based in Boston, Massachusetts. It administers $1.9 billion in total assets throughout 10 client accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). Ncp Group, Lp has a small group, including 16 financial advisors. Ncp Group, Lp does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, options and equities.
Ncp Group, Lp administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions for the client's account without needing to seek the customer's permission. The firm's average account size is $189.6 million. The typical advisor at Ncp Group, Lp manages fewer than one client account, placing it among the most personalized firms in the country.
Ncp Group, Lp's main office is located at 888 Boylston Street, Boston, Massachusetts 2199. The company is permitted to provide services to clients throughout 2 states, including Florida and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ncp Group, Lp by the Numbers
$1.9 billion
24
10
$189.6 million
Fee Structure
Fees charged by financial advisors depend on which services are provided. However, fee types charged by Ncp Group, Lp can be comprised of some blend of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Ncp Group, Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company caters to pooled investment vehicles. Out of its 10 customers, Ncp Group, Lp's biggest client by number of accounts is pooled investment vehicles. About 20% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ncp Group, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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