MERCER INVESTMENTS LLC
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$202,619,396,821
56% change vs. 1 year ago
37% change vs. 3 years ago
77% change vs. 5 years ago
322% change vs. 10 years ago
Employee Count
771
17% change vs. 1 year ago
14% change vs. 3 years ago
16% change vs. 5 years ago
818% change vs. 10 years ago
Main Office
BOSTON, MA
99 HIGH STREET, BOSTON, MA, UNITED STATES, 2110
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $192.9 |
| Non-Discretionary | $9.7 |
| Total | $202.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $19.2 |
| Institutional | $183.4 |
| Total | $202.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NORTHERN TRUST CORPORATION | CHICAGO-IL-USA | $33.9 |
| FIDELITY INVESTMENTS | BOSTON-MA-USA | $24.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $183.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $183.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 2% | $3.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $1.8 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $5.5 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 35% | $64.2 |
| Other Pools | 56% | $102.7 |
| Cash | 1% | $1.8 |
| Other | 2% | $3.7 |
| Total | 100% | $183.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MMA ASSET MANAGEMENT LLC | $0.7 | 155426 | |
| MMC SECURITIES LLC | $0.0 | broker-dealer | 103846 |
| MMA SECURITIES LLC | $0.0 | broker-dealer | 44254 |
| MERCER INVESTMENTS (JAPAN) LIMITED | $0.0 | - | |
| MERCER INVESTMENTS (AUSTRALIA) LIMITED | $0.0 | - | |
| MERCER TRUST COMPANY LLC | $0.0 | trust company | - |
| MPIP V GP, LLC | $0.0 | - | |
| ALTIUS ASSOCIATES SPECIAL PARTNER GP LIMITED | $0.0 | - | |
| SF PRIVATE DEBT GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| MERCER (JAPAN) LTD | $0.0 | - | |
| MERCER PRIVATE INVESTMENT PARTNERS VII GENERAL PARTNER S.A R.L. | $0.0 | - | |
| MPIP VII GP, LLC | $0.0 | - | |
| MERCER (N.Z) LTD | $0.0 | - | |
| MERCER GLOBAL INVESTMENTS CANADA LIMITED | $0.0 | broker-dealer | - |
| MERCER ALTERNATIVES AG | $0.0 | - | |
| MERCER CONSULTING (AUSTRALIA) PTY LTD | $0.0 | - | |
| MSS COI GP, LLC | $0.0 | - | |
| MARSH LLC | $0.0 | - | |
| KFAS GP S.A.R.L. | $0.0 | - | |
| GARD FUND GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| HAPIP 2009 GP, LLC | $0.0 | - | |
| MERCER ALTERNATIVES LIMITED | $0.0 | - | |
| MERCER INVESTMENT SOLUTIONS (SINGAPORE) PTE. LTD. | $0.0 | - | |
| ALTIUS CLIENT JP LIMITED | $0.0 | - | |
| ALTIUS ASSOCIATES GP LIMITED | $0.0 | - | |
| MERCER PRIVATE INVESTMENT PARTNERS IV GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| MERCER PRIVATE INVESTMENT PARTNERS VI GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| MERCER PE GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| HAPIP GP, LLC | $0.0 | - | |
| ALTIUS CLIENT (GP) II LLC | $0.0 | - | |
| MERCER PRIVATE INVESTMENT PARTNERS V GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| MERCER LIMITED | $0.0 | - | |
| MERCER (US) LLC | $0.0 | - | |
| MPIP VI GP, LLC | $0.0 | - | |
| MERCER (CANADA) LIMITED | $0.0 | - | |
| MERCER HEALTH & BENEFITS LLC | $0.0 | - | |
| SCM LT GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| MPIP III GP, LLC | $0.0 | - | |
| MERCER ALTERNATIVES (LUXEMBOURG) S.A.R.L. | $0.0 | - | |
| MERCER GLOBAL INVESTMENTS EUROPE LIMITED | $0.0 | - | |
| ALTIUS CLIENT GP JP, LP | $0.0 | - | |
| ALTIUS CLIENT (GP) LLC | $0.0 | - | |
| MERCER INVESTMENTS (HK) LIMITED | $0.0 | broker-dealer | - |
| MERCER PRIVATE INVESTMENT PARTNERS VIII GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| ALTIUS REAL ASSETS MANAGEMENT S.A.R.L. | $0.0 | - | |
| MPIP IV GP, LLC | $0.0 | - | |
| MERCER GLOBAL REAL ESTATE SELECT GP LLC | $0.0 | - | |
| MARLEY ETERNIT FUND GENERAL PARTNER S.A.R.L. | $0.0 | - | |
| ALTIUS REAL ASSETS (GP) LLC | $0.0 | - | |
| MERCER INFRASTRUCTURE GENERAL PARTNER S.A.R.L. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| JAHNEL, FERDINAND, GERHARD | TREASURER |
| GOUTHRO, STEPHEN, MICHAEL | CHIEF OPERATING OFFICER |
| LAMBERT, RAELAN, MARIE | DIRECTOR & GLOBAL ALTERNATIVES LEADER |
| HULME, CAROLINE, LOCKE HARRINGTON | SECRETARY & SENIOR COUNSEL |
| CHOE, TAMMY, YOO | CHIEF COMPLIANCE OFFICER |
| CORDOVER, MARC, DAVID | PRESIDENT & DIRECTOR |
| AGANGA, OLAOLU, OLAYINKA | VICE PRESIDENT & CHIEF INVESTMENT OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $202.6 | $0.0 | 0% | 771 | 0 | 0% |
| 2025-04-21 | $202.6 | $0.0 | 0% | 771 | 0 | 0% |
| 2024-04-02 | $129.8 | $72.8 | 56% | 657 | 114 | 17% |
| 2023-04-04 | $122.5 | $80.1 | 65% | 674 | 97 | 14% |
| 2022-04-01 | $147.5 | $55.1 | 37% | 677 | 94 | 14% |
| 2021-04-05 | $133.1 | $69.5 | 52% | 647 | 124 | 19% |
| 2020-04-01 | $114.6 | $88.0 | 77% | 667 | 104 | 16% |
| 2019-04-01 | $94.9 | $107.7 | 114% | 675 | 96 | 14% |
| 2018-04-02 | $78.0 | $124.6 | 160% | 205 | 566 | 276% |
| 2017-04-01 | $50.3 | $152.3 | 303% | 176 | 595 | 338% |
| 2016-04-01 | $53.9 | $148.7 | 276% | 136 | 635 | 467% |
| 2015-04-01 | $48.0 | $154.6 | 322% | 84 | 687 | 818% |
| 2014-04-01 | $40.8 | $161.8 | 397% | 85 | 686 | 807% |
| 2013-04-01 | $14.5 | $188.1 | 1295% | 46 | 725 | 1576% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AK-03/31/2011, AL-03/31/2017, AR-03/31/2017, AZ-03/31/2011, CA-03/31/2006, CO-03/31/2017, CT-03/31/2017, DC-03/31/2017, DE-01/05/2017, FL-01/05/2017, GA-03/31/2017, HI-03/31/2017, IA-03/31/2017, ID-03/31/2017, IL-05/13/2005, IN-03/31/2017, KS-03/31/2011, KY-03/31/2017, LA-03/31/2011, MA-01/05/2017, MD-01/05/2017, ME-03/31/2017, MI-03/31/2017, MN-03/31/2017, MO-01/05/2017, MS-03/31/2011, MT-03/31/2011, NC-03/31/2017, ND-03/31/2011, NE-03/31/2017, NH-03/31/2017, NJ-01/09/2017, NM-03/31/2017, NV-03/31/2011, NY-05/02/2005, OH-06/13/2005, OK-01/05/2017, OR-03/31/2011, PA-03/31/2017, PR-03/31/2017, RI-03/31/2011, SC-03/31/2017, SD-03/27/2008, TN-03/31/2017, TX-03/31/2009, UT-03/31/2011, VA-03/31/2017, VI-03/31/2011, VT-03/31/2017, WA-03/31/2017, WI-03/31/2017, WV-03/31/2017, WY-03/30/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV