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| Mercer Investments LLC
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|
|---|---|
| CRD # | 133449 |
| SEC # | 801-63730 |
| CIK # | 0001333274, 0000075659, 0001409728, 0001674273, 0001520351 |
| AUM | $129.8 BB (2024-07-15) |
| Employees | 657 (93% Investors, 12% Brokers) |
| Phone | 617-747-9500 |
| Address | 99 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | CAIS Mercer Private Equity Vintage Fund III LP | 2024-03-28 | 29.2 | |
| PE | CAIS Mercer Private Equity Vintage Fund II LP | 2023-03-29 | 41.3 | |
| PE | CAIS Mercer Private Equity Vintage Fund I LP | 2022-03-31 | 27.4 | |
| HF | Mercer Hedging Strategies Ltd | 2022-03-31 | 42.7 | |
| PE | Mercer Private Investment Partners VII LP | [2022-03-31] | 735.2 | 965.5 |
| PE | NP Mercer Private Equity Europe IV LP | 2022-03-31 | 76.5 | |
| PE | Mercer Private Investment Partners VI LP | [2020-03-27] | 389.4 | 932.3 |
| PE | NP Mercer Private Equity Europe III LP | 2020-03-27 | 77.3 | |
| Other | Mercer Ares Credit Feeder Fund LP | 2019-03-29 | 290.9 | |
| Other | Mercer Audax Credit Feeder Fund LP | 2019-03-29 | 400.7 | |
| 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 | 11.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 34 | 7.8 |
| (g) Pension and profit sharing plans | 249 | 96.7 |
| (h) Charitable organizations | 83 | 11.3 |
| (i) State or municipal government entities | 5 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 1.6 |
| Total | 390 | 129.8 |
| By Discretionary | ||
| Discretionary | 377 | 123.2 |
| Non-Discretionary | 13 | 6.6 |
| Total | 390 | 129.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 129.6 | |
| Total | 390 | 129.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Global Trust Company | 47 | |||
| 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 - 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] |
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|---|---|---|
|
Mackay Shields LLC
✚
|
NY | 139.1 |
|
Wilshire Advisors LLC
✚
|
CA | 94.9 |
|
Grantham Mayo van Otterloo & Co LLC
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|
MA | 63.4 |
|
LIDO Advisors LLC
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CA | 19.7 |
|
B Riley Wealth Advisors Inc
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TN | 7.6 |
|
Horizon Kinetics Asset Management LLC
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|
NY | 6.5 |
|
Palisade Capital Management LP
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|
NJ | 4.2 |
|
Stelac Advisory Services LLC
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|
NY | 3.9 |
|
Manchester Capital Management LLC
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|
VT | 3.7 |
|
J Safra Asset Management Corporation
✚
|
NY | 3.7 |