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SEGAL MARCO ADVISORS
NEW YORK, NY
212-251-5900
SEC #801-61280Total AUM
$50.2B
Employees
112Clients
129Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
66 HUDSON BLVD E
NEW YORK
NY 10001-2192
United States
NEW YORK
NY 10001-2192
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
212-251-5900
Other Offices
15
Financials
Total AUM
$50.2B
Accounts
129Discretionary
$12.9B
Accounts
87Non-Discretionary
$37.2B
Accounts
42
Clients
Pooled Vehicle Clients
4AUM
$2.5B
Pension/Profit Sharing Plan Clients
74AUM
$43.4B
Charitable Organization Clients
4AUM
$209.6M
Government Entity Clients
6AUM
$747.1M
Other Clients
41AUM
$3.3B
Description of Other Clients
OTHER BENEFIT PLANS; UNION; STRIKE/LOCKOUT FUNDS
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
INDEPENDENT FIDUCIARY, PROXY VOTING, PERFORMANCE MEASUREMENT AND INVESTMENT PRODUCT REVIEW
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D, PAGE 5
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTDCFLGAHIILINKSKYLAMAMDMIMNMONENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.