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MERCER INVESTMENTS LLC
BOSTON, MA
617-747-9500
SEC #801-63730Total AUM
$226B
Employees
714Clients
1,411Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
99 HIGH STREET
BOSTON
MA 02110
United States
BOSTON
MA 02110
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
617-747-9500
Other Offices
25
Financials
Total AUM
$226B
Accounts
1,417Discretionary
$220.3B
Accounts
1,407Non-Discretionary
$5.8B
Accounts
10
Clients
Investment Company Clients
6AUM
$11B
Pooled Vehicle Clients
35AUM
$9.9B
Pension/Profit Sharing Plan Clients
312AUM
$139.9B
Charitable Organization Clients
1,034AUM
$62.6B
Government Entity Clients
1AUM
$483.5M
Insurance Company Clients
1AUM
$347.1M
Sovereign Wealth Fund Clients
1AUM
$2.3M
Corporation or Business Clients
1AUM
$15.5M
Other Clients
20AUM
$1.9B
Description of Other Clients
VEBA
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISORY SERVICES
Compliance
Disclosures
Pending Civil Proceeding
State Registrations
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Affiliates
Affiliates
Reported 35 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.