MERCER INVESTMENT SOLUTIONS LLC

CRD 155919 · SEC 801-72076

1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036, United States

Phone

(212) 345-7000

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.17B

Discretionary AUM

$2.16B

Team

38 total employees; 21 advisory reps; 4 broker-dealer reps

Clients

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Fees

Percentage of AUM; Fixed fees; Performance-based fees; PERCENTAGE OF TOTAL ASSETS; A PERCENTAGE OF NOTIONAL VALUE

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Type	Clients	AUM
Pooled investment vehicles	2	$833.3M
Pension/profit sharing plans	8	$1.32B
Charitable organizations	1	$14.7M

Official SEC filing: View on IAPD