Data / Investment advisers / New Jersey / NPPG Plan Professionals, LLC
NPPG Plan Professionals, LLC, Shrewsbury, NJ: $6.3 billion AUM, SEC registered investment adviser
NPPG Plan Professionals, LLC is an SEC registered investment adviser with its main office in Shrewsbury, New Jersey and reports $6.3 billion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 324646
- SEC file number
- 801-127600
- SEC status
- Approved, effective April 6, 2023
- Main office
- 494 Sycamore Avenue Suite 100, Shrewsbury, NJ 07702
- Phone
- (732) 758-1577
- Website
- nppg.com
- Regulatory AUM
- $6,274,553,085 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $6,055,487,150
- Non discretionary AUM
- $219,065,935
- Accounts
- 64
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 64 | $6.27 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.27 billion | March 27, 2026 |
| December 1, 2025 | $4.55 billion | March 25, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Skyview Investment Advisors, LLC | Shrewsbury | $8.32 billion | 8 | adviserinfo.sec.gov |
| Chatham Asset Management, LLC | Chatham | $8.27 billion | 17 | adviserinfo.sec.gov |
| Pgim Custom Harvest LLC | Newark | $6.90 billion | Not listed | adviserinfo.sec.gov |
| Pgim DC Solutions | Newark | $6.90 billion | Not listed | adviserinfo.sec.gov |
| Prysm Capital, L.P. | Princeton | $6.86 billion | 21 | adviserinfo.sec.gov |
| Reaves Asset Management | Jersey City | $5.94 billion | Not listed | adviserinfo.sec.gov |
| Zais Group | Holmdel | $5.26 billion | 26 | adviserinfo.sec.gov |
| Edgestream Partners, L.P. | Princeton | $4.89 billion | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- NPPG Plan Professionals, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.