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| Happy Holidays!! thanks for using AUM13F!! |
| Segal Advisors Inc
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| CRD # | 114687 |
| SEC # | 801-61280 |
| CIK # | |
| AUM | $37.5 B (2025-06-25) |
| Employees | 112 (77% Investors, 0% Brokers) |
| Phone | 212-251-5900 |
| Address | 66 Hudson Blvd E New York, NY 10001-2192 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| 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 | 793.7 | |
| Other | Fixed Income Group Trust A Fund Within the Marco Group Trust 1 | 2017-03-30 | 811.1 | |
| 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 | 25.0 | |
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 2.0 |
| (g) Pension and profit sharing plans | 70 | 31.7 |
| (h) Charitable organizations | 4 | 0.2 |
| (i) State or municipal government entities | 3 | 0.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 38 | 3.0 |
| Total | 120 | 37.5 |
| By Discretionary | ||
| Discretionary | 82 | 11.3 |
| Non-Discretionary | 38 | 26.2 |
| Total | 120 | 37.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.5 | |
| Total | 120 | 37.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DA Davidson & Co
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|
MT | 36.2 |
|
Kovitz Investment Group Partners LLC
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|
IL | 31.7 |
|
Shenkman Capital Management Inc
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|
NY | 30.8 |
|
Davenport & Company LLC
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|
VA | 22.5 |
|
Manning & Napier Advisors LLC
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|
NY | 18.4 |
|
Geowealth Management LLC
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|
IL | 13.6 |
|
ARK Investment Management LLC
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|
FL | 13.0 |
|
Freestone Capital Management LLC
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|
WA | 11.5 |
|
Bradley Foster & Sargent Inc
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|
CT | 8.6 |
|
ACR Alpine Capital Research LLC
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|
MO | 8.5 |