Mercer Investment Solutions LLC

RIASEC RegisteredEst. 2011

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

Mercer Investment Solutions LLC is an SEC‑registered investment adviser (since 2011) that serves institutional clients and functions as a capital allocator. The firm is organized as a limited liability company and reports ownership by a mix of domestic entities and individuals. Its fees include percentage‑of‑AUM, fixed fees, performance‑based fees and other arrangements. Business and advisory activities include serving as a CPO/CTA, managing portfolios for pooled investment vehicles and for businesses or institutions, and selecting other external advisers. Mercer does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.