Ncp Group, LP (Boston)

Ncp Group, LP is a large advisory firm based in Boston. It manages $461.93 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida and Massachusetts.

Ncp Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ncp Group: assets under management

The assets under management (AUM) of Ncp Group, LP is $461.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and $418.46 million of the total AUM is attributable to clients outside of the United States.

The firm manages $461.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.48 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ncp Group, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ncp Group serves?

The only and largest group of clients of Ncp Group is pooled investment vehicles with 4 clients and $461.93 million of assets under management. Among the 7 most similar advisory firms, Ncp Group has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $461.93 million for 4 clients. 90% of the firm’s clients are foreign persons or businesses.

Ncp Group also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Ncp Group, LP

The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jon Matthew Biotti	Managing partner	1 Feb 2018	50% - 75%	2339960
Richard Scott Farden	Chief operating officer, chief compliance officer	1 Feb 2018	Other	1982027
David No Middle Name Ganitsky	Managing director	1 Feb 2018	Other	6931955
Nicholas George Nomicos	Managing director	1 Feb 2018	Other	6931970
Neil Peter Defeo	Executive partner	1 Feb 2018	Other	6931984
Ronald Matthew Defeo	Executive partner	1 Feb 2018	Other	6932002
Llc Nonantum Capital Partners	General partner	1 Feb 2018	Other	32-0554349

Based in Boston

The principal office where Ncp Group, LP performs its advisory services is located at 888 Boylston Street, Boston, MA 02199, which is also the mailing address of the firm. An additional office of the firm is in Sarasota, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-245-8050. The normal business hours are 9:00am-5:00pm on Monday - Friday.