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| Mercer Investments LLC
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| CRD # | 133449 |
| SEC # | 801-63730 |
| CIK # | 0001333274, 0001520351, 0001674273, 0001409728, 0000075659 |
| 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) |
|---|
| 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 $3,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 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 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Global Trust Company | Director | 53 | 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $18.4B |
| Clients | 991 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300EH2E3BUOC07W92 |
| Related People Network |
|---|
| 46 people file Form D offerings alongside this firm's people. |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
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 | |||||
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|
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|
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