Investment adviser · CRD 138196
NEA MEMBER BENEFITS
Investment adviser filing (IA)
GAITHERSBURG, MD, United States · Form ADV filed Jul 29, 2026
- Employees
- 86 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 103,368 | $0 | Not reported |
Filing source
Form ADV 2121004 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Publication of newsletters · Educational seminars
Compensation
Fixed
Principal office
900 CLOPPER ROAD, SUITE 300GAITHERSBURG, MD, 20878-1360, United States
CRD 138196
Filing source
Form ADV 2121004 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.