Mercer Investments LLC

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Assets, Funds, Holdings

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Mercer Investments LLC
CRD #133449
SEC #801-63730
CIK #0001409728, 0001520351, 0001674273, 0001333274, 0000075659
AUM $122.5 BB (2023-03-29)
Employees 677 (79% Investors, 11% Brokers)
Phone617-747-9500
Address99 High Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($BB)
15012090603002002200920162024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
FMX 24.1 0.0
FNV 26.3 0.0
MELI 33.5 0.0
CCU 2.3 0.0
 
 
 
 
 
 
 
Holdings by Sector ($BB)
110088066044022002011201520192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE CAIS Mercer Private Equity Vintage Fund II LP 2023-03-29 32.1
PE CAIS Mercer Private Equity Vintage Fund I LP 2022-03-31 2.8
HF Mercer Hedging Strategies Ltd 2022-03-31 130.6
PE Mercer Private Investment Partners VII LP 2022-03-31 0.0
PE NP Mercer Private Equity Europe IV LP 2022-03-31 34.1
PE Mercer Private Investment Partners VI LP [2020-03-27] 389.4 871.4
PE NP Mercer Private Equity Europe III LP 2020-03-27 63.0
Other Mercer Ares Credit Feeder Fund LP 2019-03-29 275.5
Other Mercer Audax Credit Feeder Fund LP 2019-03-29 388.9
Other Mercer FFTC Emerging Markets Equity Investment Portfolio LLC [2019-03-29] 158.2 132.8
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 8 6.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 29 6.2
(g) Pension and profit sharing plans 269 121.3
(h) Charitable organizations 106 11.1
(i) State or municipal government entities 5 0.9
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 9 1.6
Total 430 147.5
By Discretionary
Discretionary 425 142.9
Non-Discretionary 5 4.6
Total 430 147.5
By Non-United States Persons
Non-United States Persons 3.6
United States Persons 143.9
Total 430 147.5
Limited Partners2011 - 2024
Houston Police Officers' Pension System
Los Angeles County Employees Retirement Association
New York City Employees' Retirement System
Ohio Police & Firefighters
San Diego County Employees Retirement Association
State Teachers Retirement System of Ohio
Virginia Retirement System
Form D Directors # Filings # Firms 2011 - 2024
Global Trust Company 35
Thomas Murphy 110
Alec Rapaport 30
Robert Robinson 19
David McMillan 18
Tom Murphy 15
Richard Joseph 13
Christopher Ray 13
Dennis Hammond 10
Scott Zoltowski 8
View All
EDGAR Form CIK 2011 - 2024
4 [0000075659]
SC 13G [0000075659]
10-K [0001333274]
10-Q [0001333274]
3 [0001333274]
4 [0001333274]
8-K [0001333274]
SC 13G [0001333274]
13F-HR [0001409728]
13F-NT [0001409728]
SC 13G [0001409728]
13F-NT [0001520351]
D [0001674273]
Form 13D/13G Filer Form 13D/13G Subject Filed
BlackRock Inc Mercer International Inc [2020-02-07]
Dimensional Fund Advisors LP Mercer International Inc [2017-02-09]
Platinum Investment Management Ltd Mercer International Inc [2016-02-12]
Dimensional Fund Advisors LP Mercer International Inc [2016-02-09]
Mercer Investment Management Inc Audax Credit BDC Inc [2015-08-10]
Knighthead Capital Management LLC Mercer International Inc [2015-02-17]
Platinum Investment Management Ltd Mercer International Inc [2015-02-13]
Platinum Investment Management Ltd Mercer International Inc [2015-01-16]
Platinum Investment Management Ltd Mercer International Inc [2014-02-13]
Platinum Investment Management Ltd Mercer International Inc [2013-02-15]
View All
Form 3/4/5 Subject 2011 - 2024
Corrick Thomas Kevin
Mercer International Inc
North Janine
Wallace Alan C.
Rettig Rainer
Loeoef Torbjoern
Shepherd James
Welty Linda J
Laberge Alice
McCartney William
View All
Comparable Firms State AUM ($BB)
Mackay Shields LLC
NY 129.9
Grantham Mayo van Otterloo & Co LLC
MA 60.8
LIDO Advisors LLC
CA 13.1
Horizon Kinetics Asset Management LLC
NY 7.9
Avalon Advisors LLC
TX 7.3
B Riley Wealth Advisors Inc
TN 6.9
J Safra Asset Management Corporation
NY 3.6
Manchester Capital Management LLC
VT 3.2
CM Wealth Advisors LLC
OH 3.0
Three Bell Capital LLC
CA 2.7
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