SEGAL MARCO ADVISORS

RIASEC RegisteredEst. 2002

Total AUM

$50.2B

Discretionary

$12.9B

26% of AUM

Avg account

$389M

Accounts

129

Employees

112

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 114687
Registered since: October 2, 2002
Website: www.segalmarco.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans86.62%
Other6.55%
Pooled Investment Vehicles4.92%
State / Municipal Government1.49%
Charitable Organizations0.42%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Segal Marco Advisors is a corporation that serves an institutional client base and operates as an Other Fund Provider. The firm has been SEC-registered since 2002 and is owned by a combination of domestic entities and individuals. Its advisory scope includes portfolio management for individuals/small businesses, pooled investment vehicles and institutions, pension consulting services, and selection-of-adviser work; the firm also produces periodicals and runs educational seminars and workshops. Segal Marco charges a mix of fee types — percentage of AUM, hourly fees, fixed fees and other arrangements. It does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Private Funds73%
Other14%
Public Funds/Mutual Funds12%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

JOHN DEMAIRO
Chief Executive Officer & DirectorCRD 1598965
DAVID BLUMENSTEIN
President and CEOCRD 4525190
FRANK CAROFANO
Senior Vice President & Chief Compliance OfficerCRD 7520744

Contacts

3 of 9

STEVEN GREENSPAN
Senior Vice President, General Counsel and SecretaryCRD 6036623
Mary Kirby
Senior Vice President and ConsultingCRD 7328762
JOSEPH LOCICERO
Chair of the Board of DirectorsCRD 2526854