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 corporate-structured investment adviser that has been SEC-registered since 2002 and serves primarily institutional clients. The firm is classified as an "other fund provider" and combines portfolio management for individuals, pooled vehicles and institutions with consulting-oriented services such as pension consulting, selection of other advisers, and educational publications and seminars. Its fee model is flexible and includes percentage-of-assets, hourly and fixed-fee arrangements. Segal Marco is not flagged as an active ESG investor in the provided data and the snapshot indicates it operates under domestic ownership. The firm appears to operate more as a manager-of-managers and service provider than as a direct capital allocator in the proprietary-investment sense.

Assets & Accounts

Investments & Alternatives

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 Funds67%
Other24%
Public Funds/Mutual Funds7%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

John Demairo
Chief Executive Officer & DirectorCRD 1598965
David Blumenstein
President and CEOCRD 4525190

Contacts

3 of 13

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