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| Segal Advisors Inc
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|---|---|
| CRD # | 114687 |
| SEC # | 801-61280 |
| CIK # | |
| AUM | 50.15 B (2026-03-27) |
| Employees | 112 (92% Investors, 0% Brokers) |
| Phone | 212-251-5900 |
| Address | 66 Hudson Blvd E New York, NY 10001-2192 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Alternatives Group Trust A Fund Within the Marco Consulting Group Trust 1 | 2017-03-30 | 1.8 M | |
| Other | Equity Group Trust A Trust Within the Marco Consulting Group Trust 1 | 2017-03-30 | 1,008.0 M | |
| Other | Fixed Income Group Trust A Fund Within the Marco Group Trust 1 | 2017-03-30 | 962.9 M | |
| Other | Marco Consulting Group Trust 1 | 2017-01-31 | 2,195.2 M | |
| Other | RCTS Emerging Markets Debt SP Portfolio | 2015-03-26 | 13.5 M | |
| Other | RCTS Emerging Markets Equity SP Portfolio | 2015-03-26 | 21.0 M | |
| Other | RCTS Inernational Large Cap Value Equity SP Portfolio | 2015-03-26 | 0.0 M | |
| Other | RCTS International Large Cap Core Equity SP Portfolio | 2015-03-26 | 43.7 M | |
| Other | RCTS International Large Cap Growth Equity SP Portofolio | 2015-03-26 | 0.1 M | |
| Other | RCTS Global Listed Infrastructure Portfolio | 2014-04-25 | 0.0 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 2.5 |
| (g) Pension and profit sharing plans | 74 | 43.4 |
| (h) Charitable organizations | 4 | 0.2 |
| (i) State or municipal government entities | 6 | 0.7 |
| (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 | 41 | 3.3 |
| Total | 129 | 50.2 |
| By Discretionary | ||
| Discretionary | 87 | 12.9 |
| Non-Discretionary | 42 | 37.2 |
| Total | 129 | 50.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 50.2 | |
| Total | 129 | 50.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $11.8B |
| Clients | 654 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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