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| Mercer Investments LLC
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| CRD # | 133449 |
| SEC # | 801-63730 |
| CIK # | 0001520351, 0000075659, 0001409728, 0001674273, 0001333274 |
| AUM | $202.6 B (2025-03-31) |
| Employees | 771 (92% Investors, 9% Brokers) |
| Phone | 617-747-9500 |
| Address | 99 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Mercer NMSIC Private Investments LP | [2025-03-31] | 151.5 | 152.8 |
| PE | Mercer Private Investment Partners VIII LP | [2025-03-31] | 575.4 | 449.8 |
| PE | CAIS Mercer Private Equity Vintage Fund III LP | 2024-03-28 | 36.8 | |
| PE | CAIS Mercer Private Equity Vintage Fund II LP | 2023-03-29 | 44.3 | |
| PE | CAIS Mercer Private Equity Vintage Fund I LP | 2022-03-31 | 30.9 | |
| HF | Mercer Hedging Strategies Ltd | 2022-03-31 | 62.7 | |
| PE | Mercer Private Investment Partners VII LP | [2022-03-31] | 735.2 | 1,369.1 |
| PE | NP Mercer Private Equity Europe IV LP | 2022-03-31 | 95.3 | |
| PE | Mercer Private Investment Partners VI LP | [2020-03-27] | 389.4 | 1,083.9 |
| PE | NP Mercer Private Equity Europe III LP | 2020-03-27 | 88.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 10.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 35 | 8.6 |
| (g) Pension and profit sharing plans | 316 | 116.8 |
| (h) Charitable organizations | 920 | 53.5 |
| (i) State or municipal government entities | 7 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 7 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 155 | 8.8 |
| (n) Other | 17 | 2.5 |
| Total | 1,464 | 202.6 |
| By Discretionary | ||
| Discretionary | 1,424 | 192.9 |
| Non-Discretionary | 40 | 9.7 |
| Total | 1,464 | 202.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 201.2 | |
| Total | 1,464 | 202.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Global Trust Company | 48 | |||
| Thomas Murphy | 112 | |||
| Alec Rapaport | 30 | |||
| Robert Robinson | 19 | |||
| David McMillan | 18 | |||
| Tom Murphy | 15 | |||
| Richard Joseph | 13 | |||
| Christopher Ray | 13 | |||
| Dennis Hammond | 10 | |||
| Scott Zoltowski | 8 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 4 | [0000075659] | |
| SC 13G | [0000075659] | |
| 10-K | [0001333274] | |
| 10-Q | [0001333274] | |
| 3 | [0001333274] | |
| 4 | [0001333274] | |
| 8-K | [0001333274] | |
| SC 13G | [0001333274] | |
| 13F-HR | [0001409728] | |
| 13F-NT | [0001409728] | |
| SC 13G | [0001409728] | |
| 13F-NT | [0001520351] | |
| D | [0001674273] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Principal Global Investors LLC
✚
|
IA | 364.0 |
|
Neuberger Berman Investment Advisers LLC
✚
|
NY | 362.7 |
|
Cambridge Associates LLC
✚
|
MA | 313.5 |
|
Mackay Shields LLC
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|
NY | 151.6 |
|
Wilshire Advisors LLC
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|
CA | 99.1 |
|
Grantham Mayo van Otterloo & Co LLC
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|
MA | 68.6 |
|
MIO Partners Inc
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|
NY | 44.9 |
|
LIDO Advisors LLC
✚
|
CA | 29.1 |
|
Horizon Kinetics Asset Management LLC
✚
|
NY | 9.8 |
|
B Riley Wealth Advisors Inc
✚
|
TN | 7.0 |