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 a multi-faceted investment manager and adviser organized as an LLC and registered with the SEC since 2005. Its client base is primarily institutional, and the firm provides a broad advisory offering that includes portfolio management for individuals, pooled vehicles, businesses and institutions, pension consulting, and the selection of other advisers. Mercer reports activity as a CPO/CTA and engages in publication and educational programs. The firm identifies itself as an active ESG investor and participates in both private equity and hedge fund strategies alongside other fund products. Its business relationships extend to broker-dealers, trust companies, insurance companies and roles as sponsor/GP of pooled vehicles.