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| Segal Advisors Inc
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| |
|---|---|
| CRD # | 114687 |
| SEC # | 801-61280 |
| CIK # | |
| AUM | $31.9 BB (2024-07-17) |
| Employees | 116 (74% Investors, 0% Brokers) |
| Phone | 212-251-5900 |
| Address | 333 West 34th Street New York, NY 10001-2402 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Alternatives Group Trust A Fund Within the Marco Consulting Group Trust 1 | 2017-03-30 | 1.8 | |
| Other | Equity Group Trust A Trust Within the Marco Consulting Group Trust 1 | 2017-03-30 | 780.7 | |
| Other | Fixed Income Group Trust A Fund Within the Marco Group Trust 1 | 2017-03-30 | 670.7 | |
| Other | Marco Consulting Group Trust 1 | 2017-01-31 | 2,195.2 | |
| Other | RCTS Emerging Markets Debt SP Portfolio | 2015-03-26 | 13.5 | |
| Other | RCTS Emerging Markets Equity SP Portfolio | 2015-03-26 | 23.5 | |
| Other | RCTS Inernational Large Cap Value Equity SP Portfolio | 2015-03-26 | 0.0 | |
| Other | RCTS International Large Cap Core Equity SP Portfolio | 2015-03-26 | 43.7 | |
| Other | RCTS International Large Cap Growth Equity SP Portofolio | 2015-03-26 | 0.1 | |
| Other | RCTS Global Listed Infrastructure Portfolio | 2014-04-25 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 1.8 |
| (g) Pension and profit sharing plans | 71 | 26.8 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 3 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 37 | 2.8 |
| Total | 120 | 31.9 |
| By Discretionary | ||
| Discretionary | 85 | 11.5 |
| Non-Discretionary | 35 | 20.4 |
| Total | 120 | 31.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 31.9 | |
| United States Persons | 0.0 | |
| Total | 120 | 31.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DA Davidson & Co
✚
|
MT | 27.9 |
|
Davenport & Company LLC
✚
|
VA | 19.3 |
|
Manning & Napier Advisors LLC
✚
|
NY | 18.5 |
|
ARK Investment Management LLC
✚
|
FL | 15.2 |
|
Rocaton Investment Advisors LLC
✚
|
CT | 13.0 |
|
Geowealth Management LLC
✚
|
IL | 12.3 |
|
Kovitz Investment Group Partners LLC
✚
|
IL | 11.3 |
|
Freestone Capital Management LLC
✚
|
WA | 9.5 |
|
Bradley Foster & Sargent Inc
✚
|
CT | 7.3 |
|
Cary Street Partners Investment Advisory LLC
✚
|
VA | 7.0 |