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 a limited liability company that has been SEC-registered since 2011 and operates as an institutional registered investment adviser. The firm markets itself as a capital allocator serving institutional clients and engages in portfolio management for pooled investment vehicles and for businesses or institutions. It also provides manager selection services and conducts activities consistent with acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and as a sponsor, general partner, or managing member of pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other structures. Mercer Investment Solutions is not identified as an active ESG investor and is not classified as a multi-state or newly formed adviser. It does not list itself as a pension consultant or related adviser.