Marsh Investments US LLC

RIASEC Registered

Total AUM

$226B

Discretionary

$220B

97% of AUM

Avg account

$160M

Accounts

1,417

Employees

714

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 133449
Registered since: January 3, 2005
Website: www.mercer.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans61.88%
Charitable Organizations27.68%
Investment Companies4.87%
Pooled Investment Vehicles4.37%
Other0.82%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Marsh Investments US LLC is a limited liability company that operates as a multifaceted fund manager and alternative-asset sponsor. The firm is registered with the SEC (registered in 2005) and serves an institutional client base. Its business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management across individuals, pooled vehicles, investment companies and institutions. Services also extend to pension consulting, adviser selection, publication of periodicals, and educational workshops. Fee arrangements are varied — percentage of AUM, hourly, fixed and performance-based fees are all used. The firm reports being an active ESG investor and identifies as a hedge fund and private equity fund manager among other fund-provider roles; it does not position itself primarily as a capital allocator.