Segal Advisors Inc

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Segal Advisors Inc ✚
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) Copy

Type	Form D Funds	Date	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
Other	RCTS Global Equity Income Portfolio	2012-09-14	0.0
HF	RCAI Equity Long Short Fund LLC	2012-03-30	23.6
HF	RCAI Event Driven Credit Fund LLC	2012-03-30	18.9
HF	RCAI Global Macro/Cta Fund LLC	2012-03-30	25.2
HF	RCAI Multi-Strategy Relative Value Fund LLC	2012-03-30	12.7
Other	RCTS Core Fixed Income Portfolio	2012-03-30	25.7
Other	RCTS Emerging Markets Debt Portfolio	2012-03-30	29.5
Other	RCTS Emerging Markets Equity Portfolio	2012-03-30	353.4
Other	RCTS Global Fixed Income Portfolio	2012-03-30	14.8
HF	RCTS Global Infrastructure Portfolio	2012-03-30	4.3
Other	RCTS Global Real Estate Securities Portfolio	2012-03-30	0.5
Other	RCTS High Yield Fixed Income Portfolio	2012-03-30	11.1
Other	RCTS Inflation Protected Fixed Income Portfolio	2012-03-30	2.8
Other	RCTS International Large Cap Core Equity Portfolio	2012-03-30	7.5
Other	RCTS International Large Cap Growth SP	2012-03-30	5.0
Other	RCTS International Large Cap Index Equity Portfolio	2012-03-30	0.1
Other	RCTS International Large Cap Value Equity Portfolio	2012-03-30	0.2
Other	RCTS International Small Cap Index Equity Portfolio	2012-03-30	0.1
Other	RCTS Large Cap Aggressive Growth US Equity Portfolio	2012-03-30	1.9
Other	RCTS Large Cap Aggressive Value US Equity Portfolio	2012-03-30	88.1
Other	RCTS Large Cap Enhanced Index US Equity Portfolio	2012-03-30	83.7
HF	RCTS Large Cap Index US Equity Portfolio	2012-03-30	366.0
Other	RCTS Large Cap Traditional Growth US Equity Portfolio	2012-03-30	83.3
Other	RCTS Large Cap Traditional Value US Equity Portfolio	2012-03-30	80.0
Other	RCTS Long Duration Fixed Income Portfolio	2012-03-30	238.2
Other	RCTS Small Cap Active International Equity Portfolio	2012-03-30	28.7
Other	RCTS Small-Mid Cap Index US Equity Portfolio	2012-03-30	6.5
Other	RCTS Small-Mid Core US Equity Portfolio	2012-03-30	35.6
Other	RCTS Small-Mid Growth US Equity	2012-03-30	44.9
Other	RCTS Small-Mid Value US Equity Portfolio	2012-03-30	37.0

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 ✚	MT	36.2
Kovitz Investment Group Partners LLC ✚	IL	31.7
Shenkman Capital Management Inc ✚	NY	30.8
Davenport & Company LLC ✚	VA	22.5
Manning & Napier Advisors LLC ✚	NY	18.4
Geowealth Management LLC ✚	IL	13.6
ARK Investment Management LLC ✚	FL	13.0
Freestone Capital Management LLC ✚	WA	11.5
Bradley Foster & Sargent Inc ✚	CT	8.6
ACR Alpine Capital Research LLC ✚	MO	8.5

Segal Advisors Inc

Assets, Funds, Holdings