Marsh Investment Solutions LLC

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

99% of AUM

Avg account

$197M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 155919
Registered since: January 11, 2011
Website: www.secor-am.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans60.97%
Pooled Investment Vehicles38.36%
Charitable Organizations0.68%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Marsh Investment Solutions LLC is an institutional registered investment adviser organized as an LLC that describes itself as a capital allocator serving institutional clients. The firm is SEC-registered (initial registration in 2011) and reports activities consistent with managing and allocating capital across pooled vehicles and institutional mandates. Its regulatory filings indicate CPO/CTA-related business activity and that it provides portfolio management for pooled investment vehicles, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based compensation. The firm does not identify as an active ESG investor.