Mercer Investments LLC

RIASEC RegisteredEst. 2005

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

Mercer Investments LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is described as a multifaceted fund manager that operates across fund types—its classification includes hedge fund and private equity fund activity as well as other fund-provider roles. Mercer serves primarily institutional clients and provides a broad mix of advisory services, including portfolio management across individuals, pooled vehicles and institutions, pension consulting, manager selection, and educational publishing and seminars. It also lists CPO/CTA activities. The firm reports an active approach to ESG, and its fee schedules are varied: percentage-of-AUM, hourly and fixed fees, plus performance-based and other fee arrangements. Mercer’s business model combines in-house fund management with selection and oversight of external managers.