Mercer Investments LLC

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Mercer Investments LLC ✚
CRD #	133449
SEC #	801-63730
CIK #	0001409728, 0001333274, 0000075659, 0001520351, 0001674273
AUM	226.04 B (2026-03-31)
Employees	714 (93% Investors, 9% Brokers)
Phone	617-747-9500
Address	99 High Street Boston, MA 02110
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Mercer Srpmic Private Investments LP	[2026-03-31]	240.1 M	242.7 M
	Filed 2026-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Mercer NMSIC Private Investments LP	[2025-03-31]	351.6 M	583.3 M
	Filed 2025-08-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,500,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Mercer Private Investment Partners VIII LP	[2025-03-31]	575.4 M	1,048.1 M
	Offered $1,000,000,000 · Filed 2025-05-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $750,000 · Remaining $424,593,300 · Duration One year or less · Revenue Decline to Disclose
PE	CAIS Mercer Private Equity Vintage Fund III LP	2024-03-28		39.2 M
PE	CAIS Mercer Private Equity Vintage Fund II LP	2023-03-29		45.8 M
PE	CAIS Mercer Private Equity Vintage Fund I LP	2022-03-31		37.1 M
HF	Mercer Hedging Strategies Ltd	2022-03-31		63.3 M
PE	Mercer Private Investment Partners VII LP	[2022-03-31]	735.2 M	1,277.4 M
	Filed 2023-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	NP Mercer Private Equity Europe IV LP	2022-03-31		125.1 M
PE	Mercer Private Investment Partners VI LP	[2020-03-27]	389.4 M	1,073.0 M
	Filed 2021-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	NP Mercer Private Equity Europe III LP	2020-03-27		95.9 M
Other	Mercer Ares Credit Feeder Fund LP	2019-03-29		223.9 M
Other	Mercer Audax Credit Feeder Fund LP	2019-03-29		412.8 M
HF	Mercer FFTC Emerging Markets Equity Investment Portfolio LLC	[2019-03-29]	195.0 M	112.6 M
	Filed 2025-09-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer FFTC Hedge Fund Investors Ltd	[2019-03-29]	105.5 M	121.2 M
	Filed 2025-06-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Mercer FFTC Non-US Equity Investment Portfolio LLC	[2019-03-29]	435.0 M	308.1 M
	Filed 2025-09-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Mercer FFTC US Equity Investment Portfolio LLC	[2019-03-29]	859.9 M	623.0 M
	Filed 2025-09-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Mercer FFTC US Fixed Income Investment Portfolio LLC	[2019-03-29]	505.9 M	262.4 M
	Filed 2025-09-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Mercer Private Investment Partners III Offshore LP	2019-03-29		220.4 M
Other	Mercer Buyout-Ready Fund	[2018-03-30]	537.1 M	265.1 M
	Filed 2025-06-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	NP Altius Private Equity Europe II LP	2018-03-29		42.5 M
PE	NP Altius Private Equity Europe LP	2018-03-29		27.7 M
Other	Mercer Global Opportunities Ltd	[2017-03-31]	218.4 M	54.0 M
	Filed 2022-09-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Mercer Private Investment Partners V LP	[2017-03-31]	169.5 M	613.3 M
	Offered $250,000,000 · Filed 2019-01-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining $80,515,000 · Duration One year or less · Revenue Decline to Disclose
PE	Summit Private Capital LLC	[2016-11-15]	28.8 M	28.3 M
	Offered $28,750,000 · Filed 2017-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Revenue Not Applicable
Other	Mercer Diocese of Brooklyn Growth Strategy	[2016-03-30]	955.1 M	1,166.1 M
	Filed 2025-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Diocese of Brooklyn Risk Reduction Strategy	[2016-03-30]	208.2 M	224.7 M
	Filed 2025-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Mercer PIP III Natural Resources LLC	[2016-03-30]	135.3 M
	Offered $150,000,000 · Filed 2014-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining $14,650,000 · Duration More than one year · Revenue Decline to Disclose
Other	Mercer Strategic Solutions LLC - Diversification Hedge Funds Series	[2016-03-28]	928.8 M	25.0 M
	Filed 2017-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Strategic Solutions LLC - Growth Hedge Funds Series	[2016-03-28]	928.8 M	28.7 M
	Filed 2017-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Strategic Solutions LLC - Income Hedge Fund Series	[2016-03-28]	928.8 M	0.2 M
	Filed 2017-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Summit Strategies COI Fund I LP	[2016-03-28]	57.3 M	37.1 M
	Offered $100,000,000 · Filed 2017-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $42,735,000 · Duration One year or less · Revenue Not Applicable
PE	Mercer Private Investment Partners IV LP	[2015-03-31]	200.8 M	304.6 M
	Filed 2016-09-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Mercer Sonoco Investment Fund	[2015-03-31]	1,336.4 M	1,254.7 M
	Filed 2023-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	ERS Private Equity International Fund II LP	2015-03-30		268.7 M
PE	Altius Real Assets Fund LP	[2014-03-31]	12.0 M	7.5 M
	Filed 2013-12-02 (D/A) · Exemption 506(b) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Commission $60,000 · Revenue Decline to Disclose
Other	Summit Strategic Solutions LLC - Liquid Equity Surrogates Series	[2014-03-31]	928.8 M	23.5 M
	Filed 2017-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Phoenix Investment Portfolio	[2013-04-01]	464.7 M	0.0 M
	Filed 2023-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Mercer Private Investment Partners III LP	[2013-04-01]	135.3 M	100.6 M
	Offered $150,000,000 · Filed 2014-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining $14,650,000 · Duration More than one year · Revenue Decline to Disclose
PE	Mercer Private Investment Partners III Offshore LP	2013-04-01		646.4 M
Other	Mercer Strategic Solutions LLC - Domestic Equity Series	[2013-04-01]	928.8 M	77.2 M
	Filed 2017-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Strategic Solutions LLC - Fixed Income Series	[2013-04-01]	928.8 M	221.2 M
	Filed 2017-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Strategic Solutions LLC - International Equity Series	[2013-04-01]	928.8 M	0.1 M
	Filed 2017-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	ERS Private Equity International Fund I LP	2012-03-30		35.2 M
Other	Mercer Active Long Corporate Fixed Income Portfolio	[2012-03-30]	16.28 B	7,625.3 M
	Filed 2025-05-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Arinc Investment Portfolio	2012-03-30		2.2 M
Other	Mercer Domestic Hedge Fund Investors LLC	[2012-03-30]	42.5 M	0.1 M
	Filed 2021-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Mercer Dynamic Global Equity Fund LP	[2012-03-30]	85.4 M	85.5 M
	Filed 2013-05-22 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Mercer ERISA Hedge Fund Investors Ltd	[2012-03-30]	73.9 M	40.8 M
	Filed 2014-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Mercer Global Multi-Asset Fund LLC	2012-03-30		3.5 M
Other	Mercer Hedge Fund Investors SPC	[2012-03-30]	2,377.9 M	1,412.9 M
	Filed 2025-05-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Mercer Private Investment Partners II LP	[2012-03-30]	21.1 M	26.9 M
	Offered $150,000,000 · Filed 2010-10-29 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining $128,945,000 · Duration More than one year · Revenue Decline to Disclose
PE	Mercer Private Investment Partners LP	[2012-03-30]		13.1 M
Other	Mercer Redstone Balanced Fund	[2012-03-30]	1,406.7 M	1,605.6 M
	Filed 2015-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Redstone Large Cap Growth Fund	[2012-03-30]	335.8 M	63.5 M
	Filed 2015-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Redstone Mid Cap Growth Fund	[2012-03-30]	176.2 M	150.0 M
	Filed 2015-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Redstone Total Return Fund	[2012-03-30]	349.6 M	238.5 M
	Filed 2015-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Mercer Sunoco Investment Portfolio	[2012-03-30]	1,246.6 M	591.9 M
	Filed 2015-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

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	6	11.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	35	9.9
(g) Pension and profit sharing plans	312	139.9
(h) Charitable organizations	1,034	62.6
(i) State or municipal government entities	0	0.5
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.3
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	20	1.9
Total	1,417	226.0
By Discretionary
Discretionary	1,407	220.3
Non-Discretionary	10	5.8
Total	1,417	226.0
By Non-United States Persons
Non-United States Persons		3.1
United States Persons		223.0
Total	1,417	226.0

Limited Partners	2011 - 2026
Houston Police Officers' Pension System
Los Angeles County Employees Retirement Association
Missouri Public School Retirement System
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	Role	# Filings	# Firms
Global Trust Company	Director	52	17
Thomas Murphy	Executive Officer	117	5
Alec Rapaport	Executive Officer	30	3
Robert Robinson	Executive Officer	19	3
David McMillan	Executive Officer	18	3
Tom Murphy	Executive Officer	15	3
Richard Joseph	Executive Officer	13	3
Christopher Ray	Executive Officer	13	3
Dennis Hammond	Executive Officer	10	3
Scott Zoltowski	Executive Officer	8	3
View All

EDGAR Form	CIK	2011 - 2026
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
Barclays PLC	Mercer International Inc	[2026-05-14]
Redwood Capital Management LLC	Mercer International Inc	[2025-08-14]
Boundary Creek Advisors LP	Mercer International Inc	[2024-02-14]
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]
View All

Firm Profile (Form ADV)
Discretionary AUM	$18.4B
Clients	991 (1 non-US)
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Private Equity
LEI	549300EH2E3BUOC07W92

Related People Network
46 people file Form D offerings alongside this firm's people.

Form 3/4/5 Subject	2011 - 2026
Kellogg Peter R
Mercer International Inc
Short Richard George
Alekson Cynthia Margaret
Bueno Estrada Juan Carlos
Beck Wolfgang
Ridder Wolfram
Merforth Carsten
Heine Eric Xavier
Arguin Guy
View All

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Mercer International Inc MERC Common Stock	2026-02-25	Buy	1,000	$1.90	1,900
Mercer International Inc MERC Common Stock	2025-11-13	Buy	125,000	$1.74	217,500
Mercer International Inc MERC Common Stock	2025-11-13	Buy	100,000	$1.72	172,000
Mercer International Inc MERC Common Stock	2025-11-12	Buy	70,000	$1.72	120,400
Mercer International Inc MERC Common Stock	2025-11-12	Buy	25,000	$1.69	42,250
Mercer International Inc MERC Common Stock	2025-11-12	Buy	200,000	$1.68	336,000
Mercer International Inc MERC Common Stock	2025-11-07	Buy	6,099	$1.56	9,514
Mercer International Inc MERC Common Stock	2025-11-07	Buy	18,000	$1.79	32,220
Mercer International Inc MERC Common Stock	2025-11-07	Buy	1,200	$1.61	1,932
Mercer International Inc MERC Common Stock	2025-11-07	Buy	28,701	$1.67	47,931
Mercer International Inc MERC Common Stock	2025-11-06	Buy	285	$1.84	524
Mercer International Inc MERC Common Stock	2025-11-06	Buy	36,000	$1.87	67,320
Mercer International Inc MERC Common Stock	2025-11-06	Buy	35,715	$1.89	67,501
Mercer International Inc MERC Common Stock	2025-11-06	Buy	58,000	$1.86	107,880
Mercer International Inc MERC Common Stock	2025-11-05	Buy	36,000	$1.91	68,760
Mercer International Inc MERC Common Stock	2025-11-05	Buy	25,938	$1.92	49,801
Mercer International Inc MERC Common Stock	2025-11-05	Buy	36,000	$1.88	67,680
Mercer International Inc MERC Common Stock	2025-11-04	Buy	36,602	$1.93	70,642
Mercer International Inc MERC Common Stock	2025-10-30	Buy	6,160	$2.11	12,998
Mercer International Inc MERC Common Stock	2025-10-30	Buy	36,000	$2.07	74,520
showing 20 of 200 most recent transactions

Comparable Firms	State	AUM
Principal Global Investors LLC ✚	IA	427.71 B
Neuberger Berman Investment Advisers LLC ✚	NY	398.65 B
Cambridge Associates LLC ✚	MA	326.70 B
Mackay Shields LLC ✚	NY	159.52 B
Wilshire Advisors LLC ✚	CA	149.10 B
Grantham Mayo van Otterloo & Co LLC ✚	MA	80.97 B
MIO Partners Inc ✚	NY	59.59 B
LIDO Advisors LLC ✚	CA	42.50 B
Oppenheimer Asset Management Inc ✚	NY	21.33 B
Horizon Kinetics Asset Management LLC ✚	NY	9,614.0 M

Mercer Investments LLC

Assets, Funds, Holdings