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MERCER INVESTMENTS LLC
CRD 133449 · SEC 801-63730
99 HIGH STREET, BOSTON, MA, 02110, United States
Phone
617-747-9500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$226.04B
Discretionary AUM
$220.29B
Team
714 total employees; 662 advisory reps; 991 broker-dealer reps
Clients
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Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; A PERCENTAGE OF ASSETS UNDER ADVISORY SERVICES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsINVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $11.02B |
| Pooled investment vehicles | 35 | $9.89B |
| Pension/profit sharing plans | 312 | $139.87B |
| Charitable organizations | 1034 | $62.56B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD